Universe · entity
Capco Asset Management, LLC
Institutional manager (13F) · CIK 1698068
13F holdings · as of 2026-03-31 · top 27 · reported portfolio $367M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | MARRIOTT INTL INC NEW | $57M | 175,341 |
| 2 | ROPER TECHNOLOGIES INC | $53M | 150,297 |
| 3 | MARKEL GROUP INC | $49M | 25,839 |
| 4 | PROGRESSIVE CORP | $38M | 191,971 |
| 5 | AMAZON COM INC | $37M | 176,155 |
| 6 | MICROSOFT CORP | $31M | 83,952 |
| 7 | AUTODESK INC | $21M | 87,997 |
| 8 | LIBERTY BROADBAND CORP | $17M | 331,168 |
| 9 | ATLASSIAN CORPORATION | $12M | 173,871 |
| 10 | GOGO INC | $11M | 2,842,848 |
| 11 | ANHEUSER BUSCH INBEV SA NV | $10M | 145,742 |
| 12 | LAM RESEARCH CORP | $10M | 46,471 |
| 13 | CHARTER COMMUNICATIONS INC | $10M | 44,619 |
| 14 | DANAHER CORP DEL | $8M | 44,254 |
| 15 | COSTCO WHOLESALE CORPORATION | $379k | 380 |
| 16 | TAIWAN SEMICONDUCTOR MANUFAC | $273k | 808 |
| 17 | ALPHABET INC | $210k | 733 |
| 18 | LANDSTAR SYS INC | $208k | 1,300 |
| 19 | META PLATFORMS INC | $202k | 353 |
| 20 | BROADCOM INC | $120k | 389 |
| 21 | APOLLO GLOBAL MGMT INC | $92k | 829 |
| 22 | DORMAN PRODUCTS INC | $81k | 772 |
| 23 | STATE STR SPDR 500 EFT T | $73k | 113 |
| 24 | BERKSHIRE HATHAWAY INC DEL | $48k | 100 |
| 25 | CERTARA INC | $40k | 7,075 |
| 26 | FRP HLDGS INC | $4k | 200 |
| 27 | APPLE INC | $1k | 4 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.