Capco Asset Management, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, Capco Asset Management, LLC held in its portfolio 28 assets valued at $408,859,203 (i.e. $408.86M).

The most valuable assets in the portfolio included: MARRIOTT INTL INC NEW ($73.64M), MARKEL GROUP INC ($56.09M), and ROPER TECHNOLOGIES INC ($49.01M).

The chart below shows the top 10 valuable assets, and the table below shows the top 28 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Capco Asset Management, LLC Portfolio

MARRIOTT INTL INC NEW

MARKEL GROUP INC

ROPER TECHNOLOGIES INC

PROGRESSIVE CORP

MICROSOFT CORP

AMAZON COM INC

AUTODESK INC

LAM RESEARCH CORP

ANHEUSER BUSCH INBEV SA/NV

LIBERTY BROADBAND CORP

Capco Asset Management, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
MARRIOTT INTL INC NEW	237357	73637636	CL A
MARKEL GROUP INC	26094	56092967	COM
ROPER TECHNOLOGIES INC	110112	49014155	COM
PROGRESSIVE CORP	194173	44217076	COM
MICROSOFT CORP	70591	34139219	COM
AMAZON COM INC	137308	31693433	COM
AUTODESK INC	88339	26149227	COM
LAM RESEARCH CORP	149560	25601681	COM NEW
ANHEUSER BUSCH INBEV SA/NV	301100	19282444	SPONSORED ADR
LIBERTY BROADBAND CORP	331214	16097000	COM SER C
GOGO INC	2848776	13275296	COM
CHARTER COMMUNICATIONS INC N	45021	9398134	CL A
ATLASSIAN CORPORATION	55119	8936995	CL A
COSTCO WHSL CORP NEW	380	327689	COM
LANDSTAR SYS INC	1300	186810	COM
TAIWAN SEMICONDUCTOR MFG LTD	369	112135	SPONSORED ADS
CERTARA INC	11469	101042	COM
COMFORT SYSTEMS USA INC	108	100795	COM
MONDAY COM LTD	577	85142	SHS
ALPHABET INC	260	81588	CAP STK CL C
SPDR S&P 500 ETF TR	113	77057	TR UNIT
WESTERN DIGITAL CORP	391	67358	COM
META PLATFORMS INC	82	54127	CL A
BERKSHIRE HATHAWAY INC DEL	100	50265	CL B NEW
WORKDAY INC	186	39949	CL A
DANAHER CORPORATION	150	34338	COM
FRP HLDGS INC	200	4558	COM
APPLE INC	4	1087	COM