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Capco Asset Management, LLC

Q1 2026 13F Holdings

  • Location
    tampa, FL
  • Num holdings

    27

  • Value ($000)

    $366,625

  • Date Filed
    05/08/2026
  • 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 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MAR

MARRIOTT INTL INC NEW

CL A
571903202
$57.35M
16 %

175,341

R
ROP

ROPER TECHNOLOGIES INC

COM
776696106
$53.18M
15 %

150,297

M
MKL

MARKEL GROUP INC

COM
570535104
$49.46M
14 %

25,839

P
PGR

PROGRESSIVE CORP

COM
743315103
$38.06M
10 %

191,971

A
AMZN

AMAZON COM INC

COM
023135106
$36.69M
10 %

176,155

M
MSFT

MICROSOFT CORP

COM
594918104
$31.08M
9 %

83,952

A
ADSK

AUTODESK INC

COM
052769106
$21.07M
6 %

87,997

L
LBRDK

LIBERTY BROADBAND CORP

COM SER C
530307305
$16.66M
5 %

331,168

T
TEAM1EUR

ATLASSIAN CORPORATION

CL A
049468101
$11.87M
3 %

173,871

G
GOGO

GOGO INC

COM
38046C109
$11.43M
3 %

2,842,848

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