Check Capital Management Inc is an investment advisor that manages 1 BN dollars in regulatory AUM and has 15 employees, of which 11 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/20. The fund's latest filing disclosed 891MM in positions, representing 85% of the manager's regulatory AUM.


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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CHECK CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.B 32.19% Financials 7.8% -1.51% 0 27%
BAM 9.32% Financials 24.02% 0.89% 1 8%
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CHECK CAPITAL Founders and Key Employees

Name Title In Position Since
Steven G. Check President January-1990
Robert P. Hill Chief Compliance Officer January-2014

CHECK CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

CHECK CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Methods of Analysis

CCM’s investment philosophy is based on a “Warren Buffett style” approach which stems from Ben Graham's classic observation that "investing is most intelligent when it is most business- like." That means that CCM does not just view stocks as financial instruments that trade up or down; instead, we view them as ownership stakes in the underlying businesses.

For its portfolio holdings, CCM generally seeks a margin of safety in terms of price paid relative to business value received. We believe that buying at a discount to intrinsic business value not only offers a magnified prospective return, but more importantly, provides a buffer against the things that can go wrong. CCM’s commitment is to focus on the long term.

CCM does its own fundamental research. We read company annual reports, listen to conference calls, and review company presentations. We compare...
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CHECK CAPITAL Portfolio Concentration


STE 500
COSTA MESA, California
UNITED STATES, 92626-7685

CHECK CAPITAL Contact Information

Phone Number: 714-641-3579
Fax Number: 714-641-8128



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