CIK 1698068
Capco Asset Management, LLC
Institutional 13F holdings & portfolio
Holdings
28
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–28 of 28
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MAR | MARRIOTT INTL INC NEW | 237K | $1M+ | SH |
| MKL | MARKEL GROUP INC | 26K | $1M+ | SH |
| ROP | ROPER TECHNOLOGIES INC | 110K | $1M+ | SH |
| PGR | PROGRESSIVE CORP | 194K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 71K | $1M+ | SH |
| AMZN | AMAZON COM INC | 137K | $1M+ | SH |
| ADSK | AUTODESK INC | 88K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 150K | $1M+ | SH |
| BUD | ANHEUSER BUSCH INBEV SA/NV | 301K | $1M+ | SH |
| LBRDK | LIBERTY BROADBAND CORP | 331K | $1M+ | SH |
| GOGO | GOGO INC | 2.8M | $1M+ | SH |
| CHTR | CHARTER COMMUNICATIONS INC N | 45K | $1M+ | SH |
| TEAM | ATLASSIAN CORPORATION | 55K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 380 | $100K–$500K | SH |
| LSTR | LANDSTAR SYS INC | 1K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 369 | $100K–$500K | SH |
| CERT | CERTARA INC | 11K | $100K–$500K | SH |
| FIX | COMFORT SYSTEMS USA INC | 108 | $100K–$500K | SH |
| MNDY | MONDAY COM LTD | 577 | $50K–$100K | SH |
| GOOG | ALPHABET INC | 260 | $50K–$100K | SH |
| SPY | SPDR S&P 500 ETF TR | 113 | $50K–$100K | SH |
| WDC | WESTERN DIGITAL CORP | 391 | $50K–$100K | SH |
| META | META PLATFORMS INC | 82 | $50K–$100K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 100 | $50K–$100K | SH |
| WDAY | WORKDAY INC | 186 | $15K–$50K | SH |
| DHR | DANAHER CORPORATION | 150 | $15K–$50K | SH |
| FRPH | FRP HLDGS INC | 200 | $1K–$15K | SH |
| AAPL | APPLE INC | 4 | $1K–$15K | SH |