SEC 13F Intelligence

Managers / Q1 2024 · view latest →

Capco Asset Management, LLC

CIK 0001698068 · 101 E. KENNEDY BOULEVARD, SUITE 1425, TAMPA, FL, 33602 · 813-805-0777

Reported Value
$417M
Q1 2024
Positions
18
Filings on Record
30
2019–present window
Filed
May 10, 2024
original filing

Summary

Capco Asset Management, LLC reported $417M in U.S.-listed holdings across 18 positions for Q1 2024.

Its largest position, PGR, represents 16.3% of the portfolio.

Compared with Q4 2023, the fund opened 1 new position and exited 0.

Portfolio Metrics

Turnover
+6.6%
vs prior filed quarter
Top-10 Concentration
+91.4%
share of reported value
Largest Position
+16.3%
Progressive

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $152MQ4 ’18Q1 ’19: $173MQ2 ’19: $181MQ3 ’19: $201MQ4 ’19: $221MQ4 ’19Q1 ’20: $211MQ2 ’20: $233MQ3 ’20: $252MQ4 ’20: $290MQ4 ’20Q1 ’21: $296MQ2 ’21: $341MQ3 ’21: $341MQ4 ’21: $363MQ4 ’21Q1 ’22: $388MQ2 ’22: $331MQ3 ’22: $298MQ4 ’22: $354MQ4 ’22Q1 ’23: $382MQ2 ’23: $388MQ3 ’23: $386MQ4 ’23: $417MQ4 ’23Q1 ’24: $417MQ2 ’24: $423MQ3 ’24: $433MQ4 ’24: $445MQ4 ’24Q1 ’25: $423MQ2 ’25: $475MQ3 ’25: $429MQ4 ’25: $409MQ4 ’25Q1 ’26: $367Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 81.2%Other: 18.8%
  • Common Stock · 81.2% · $338M
  • Other · 18.8% · $78M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SPDR S&P 500 ETF TRNEW+1414+$7,323$7,323
GOGO INCADDED+817.0K2.44M+$5M$21M
LRCXEURLAM RESEARCH CORPTRIMMED11.5K25.9K$4M$25M
AMZNAMAZON.COM INCADDED+33.0K145.0K+$9M$26M
MSFTMICROSOFT CORPTRIMMED37.3K103.7K$9M$44M
WBDWARNER BROS DISCOVERY INCADDED+549.8K3.42M$3M$30M
PGRPROGRESSIVE CORPTRIMMED75.5K328.9K+$4M$68M
ANHEUSER BUSCH INBEV SA/NVADDED+57.8K419.6K+$2M$26M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2024

18 positions
#IssuerClass% PortfolioValueShares
1PGRPROGRESSIVE CORPhistory →COM16.32%$68M328.9K
2MARMARRIOTT INTL INC NEWhistory →CCL A15.23%$63M251.6K
3MSFTMICROSOFT CORPhistory →COM10.47%$44M103.7K
4MKLMARKEL GROUP INChistory →COM10.34%$43M28.3K
5CHARTER COMMUNICATIONS INC NCL A7.50%$31M107.5K
6WBDWARNER BROS DISCOVERY INChistory →COM SER A7.17%$30M3.42M
7AMZNAMAZON.COM INChistory →COM6.27%$26M145.0K
8ANHEUSER BUSCH INBEV SA/NVSPONSORED ADR6.12%$26M419.6K
9LRCXEURLAM RESEARCH CORPhistory →COM6.03%$25M25.9K
10ADSKAUTODESK INChistory →COM5.97%$25M95.6K
11GOGO INCCOM5.14%$21M2.44M
12ROPROPER TECHNOLOGIES INChistory →COM3.32%$14M24.7K
13COSTCO WHSL CORP NEWCOM0.07%$278,399380
14LSTRLANDSTAR SYS INCCOM0.06%$250,5881.3K
15BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW0.01%$42,052100
16SPDR S&P 500 ETF TRTR UNIT0.00%$7,32314
17FRP HLDGS INCCOM0.00%$6,140100
18AAPLAPPLE INCCOM0.00%$1,3728

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$367M27May 8, 202613F-HRchanges · EDGAR ↗
Q4 2025$409M28Feb 6, 202613F-HRchanges · EDGAR ↗
Q3 2025$429M27Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$475M27Aug 8, 202513F-HRchanges · EDGAR ↗
Q1 2025$423M18May 12, 202513F-HRchanges · EDGAR ↗
Q4 2024$445M18Feb 11, 202513F-HRchanges · EDGAR ↗
Q3 2024$433M18Nov 12, 202413F-HRchanges · EDGAR ↗
Q2 2024$423M18Aug 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$417M18May 10, 202413F-HRchanges · EDGAR ↗
Q4 2023$417M17Feb 7, 202413F-HRchanges · EDGAR ↗
Q3 2023$386M20Nov 3, 202313F-HRchanges · EDGAR ↗
Q2 2023$388M20Aug 10, 202313F-HRchanges · EDGAR ↗
Q1 2023$382M20May 10, 202313F-HRchanges · EDGAR ↗
Q4 2022$354M20Feb 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$298M20Nov 7, 202213F-HRchanges · EDGAR ↗
Q2 2022$331M23Aug 8, 202213F-HRchanges · EDGAR ↗
Q1 2022$388M25May 6, 202213F-HRchanges · EDGAR ↗
Q4 2021$363M26Feb 7, 202213F-HRchanges · EDGAR ↗
Q3 2021$341M27Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$341M28Aug 9, 202113F-HRchanges · EDGAR ↗
Q1 2021$296M25May 7, 202113F-HRchanges · EDGAR ↗
Q4 2020$290M25Feb 4, 202113F-HRchanges · EDGAR ↗
Q3 2020$252M23Nov 5, 202013F-HRchanges · EDGAR ↗
Q2 2020$233M22Aug 6, 202013F-HRchanges · EDGAR ↗
Q1 2020$211M22May 5, 202013F-HRchanges · EDGAR ↗
Q4 2019$221M21Feb 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$201M22Nov 6, 201913F-HRchanges · EDGAR ↗
Q2 2019$181M20Aug 8, 201913F-HRchanges · EDGAR ↗
Q1 2019$173M22May 3, 201913F-HRchanges · EDGAR ↗
Q4 2018$152M21Feb 6, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.