Capco Asset Management, LLC

Q1 2025 13F Holdings

  • Location
    tampa, FL
  • Num holdings

    18

  • Value ($000)

    $422,769

  • Date Filed
    05/12/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
PGR
PGR

PROGRESSIVE CORP

COM
743315103
$71.54M
17 %

252,777

MAR
MAR

MARRIOTT INTL INC NEW

CL A
571903202
$59.11M
14 %

248,171

MKL
MKL

MARKEL GROUP INC

COM
570535104
$50.80M
12 %

27,172

CHTR
CHTR

CHARTER COMMUNICATIONS INC N

CL A
16119P108
$38.03M
9 %

103,196

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$37.46M
9 %

99,783

WBD
WBD

WARNER BROS DISCOVERY INC

COM SER A
934423104
$31.40M
7 %

2,926,623

AMZN
AMZN

AMAZON COM INC

COM
023135106
$26.71M
6 %

140,369

GOGO
GOGO

GOGO INC

COM
38046C109
$25.59M
6 %

2,968,395

BUD
BUD

ANHEUSER BUSCH INBEV SA/NV

SPONSORED ADR
03524A108
$25.00M
6 %

406,055

ADSK
ADSK

AUTODESK INC

COM
052769106
$24.28M
6 %

92,745

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 18