Capco Asset Management, LLC

Q4 2024 13F Holdings

  • Location
    tampa, FL
  • Num holdings

    18

  • Value ($000)

    $444,909

  • Date Filed
    02/11/2025
  • Form type
    13F-HR
  • CIK
    0001698068
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
PGR
PGR

PROGRESSIVE CORP

COM
743315103
$77.97M
18 %

325,422

MAR
MAR

MARRIOTT INTL INC NEW

CL A
571903202
$70.54M
16 %

252,876

MKL
MKL

MARKEL GROUP INC

COM
570535104
$48.34M
11 %

28,006

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$43.24M
10 %

102,585

CHTR
CHTR

CHARTER COMMUNICATIONS INC N

CL A
16119P108
$36.36M
8 %

106,072

WBD
WBD

WARNER BROS DISCOVERY INC

COM SER A
934423104
$31.73M
7 %

3,001,601

AMZN
AMZN

AMAZON COM INC

COM
023135106
$31.60M
7 %

144,033

ADSK
ADSK

AUTODESK INC

COM
052769106
$28.07M
6 %

94,980

GOGO
GOGO

GOGO INC

COM
38046C109
$24.35M
6 %

3,009,743

BUD
BUD

ANHEUSER-BUSCH INBEV SA/NV

SPONSORED ADR
03524A108
$20.87M
5 %

416,737

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