SEC 13F Intelligence

Check Capital Management Inc/Ca / BFH

Check Capital Management Inc/Ca’s Bread Financial Holdings Inc Position

Does Check Capital Management Inc/Ca own Bread Financial Holdings Inc (BFH)? Not currently — the last reported position was 383.3K shares worth $14M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$14M
Q4 2023
Shares
383.3K
% of Portfolio
+0.70%
Quarters Held
19
position exited

Position History BFH

Reported value by quarter
Q4 ’18: $38MQ4 ’18Q1 ’19: $45MQ2 ’19: $55MQ3 ’19: $50MQ3 ’19Q4 ’19: $42MQ1 ’20: $12MQ2 ’20: $15MQ2 ’20Q3 ’20: $14MQ4 ’20: $23MQ1 ’21: $35MQ1 ’21Q2 ’21: $33MQ3 ’21: $32MQ4 ’21: $21MQ4 ’21Q1 ’22: $18MQ2 ’22: $14MQ3 ’22: $12MQ3 ’22Q4 ’22: $14,436Q1 ’23: $11,844Q4 ’23: $14MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2023383.3K$14M+0.70%
Q1 2023390.6K$11,844+0.53%
Q4 2022383.3K$14,436+0.70%
Q3 2022381.2K$12M+0.64%
Q2 2022379.8K$14M+0.70%
Q1 2022326.9K$18M+0.72%
Q4 2021321.7K$21M+0.90%
Q3 2021317.1K$32M+1.49%
Q2 2021318.3K$33M+1.50%
Q1 2021314.6K$35M+1.72%
Q4 2020316.6K$23M+1.28%
Q3 2020324.1K$14M+0.83%
Q2 2020343.4K$15M+1.07%
Q1 2020360.2K$12M+0.80%
Q4 2019372.8K$42M+2.01%
Q3 2019388.8K$50M+2.63%
Q2 2019394.3K$55M+2.84%
Q1 2019257.2K$45M+2.38%
Q4 2018253.5K$38M+2.05%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Check Capital Management Inc/Ca’s full portfolio or all institutional holders of BFH.