Capco Asset Management, LLC - Q12026 Holdings

Capco Asset Management, LLC holds 27 stocks with a total portfolio value of $ 366.63M as of Q12026. In Q12026, Capco Asset Management, LLC added 3 new positions, increased stakes in 8 stocks, reduced 10 holdings, and fully exited 4 positions. The largest holding is Marriott Intl Inc New (MAR), representing 15.64% of the total portfolio.