Capco Asset Management, LLC

Q2 2025 13F Holdings

  • Location
    tampa, FL
  • Num holdings

    27

  • Value ($000)

    $475,437

  • Date Filed
    08/08/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MAR
MAR

MARRIOTT INTL INC NEW

CL A
571903202
$67.36M
14 %

246,543

MKL
MKL

MARKEL GROUP INC

COM
570535104
$54.01M
11 %

27,039

PGR
PGR

PROGRESSIVE CORP

COM
743315103
$53.66M
11 %

201,074

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$48.62M
10 %

97,749

GOGO
GOGO

GOGO INC

COM
38046C109
$43.39M
9 %

2,955,589

CHTR
CHTR

CHARTER COMMUNICATIONS INC N

CL A
16119P108
$41.89M
9 %

102,465

WBD
WBD

WARNER BROS DISCOVERY INC

COM SER A
934423104
$33.71M
7 %

2,941,718

AMZN
AMZN

AMAZON COM INC

COM
023135106
$31.27M
7 %

142,511

ADSK
ADSK

AUTODESK INC

COM
052769106
$28.46M
6 %

91,932

BUD
BUD

ANHEUSER BUSCH INBEV SA/NV

SPONSORED ADR
03524A108
$27.69M
6 %

403,003

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