Capco Asset Management, LLC - Q42025 Holdings

Capco Asset Management, LLC holds 28 stocks with a total portfolio value of $ 408.86M as of Q42025. In Q42025, Capco Asset Management, LLC added 2 new positions, increased stakes in 5 stocks, reduced 13 holdings, and fully exited 1 position. The largest holding is Marriott Intl Inc New (MAR), representing 18.01% of the total portfolio.