Capco Asset Management, LLC - Q22026 Holdings

Capco Asset Management, LLC holds 26 stocks with a total portfolio value of $ 365.9M as of Q22026. In Q22026, Capco Asset Management, LLC added 0 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 17.42% of the total portfolio.