Rating #101
Thomas Gayner
Markel Group
Portfolio value
Stocks
Performance
1 Year
+2.90%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Thomas Gayner’s Portfolio: Q1 2026
Top10 stocks: 42.00% of the portfolio
Thomas Gayner’s Trades: Q1 2026
Adds
New Buys
Sold Outs
Cuts
0.34ppt
0.06ppt
-0.04ppt
0.05ppt
0.05ppt
-0.01ppt
0.04ppt
0.17ppt
0.04ppt
0.22ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  FNV | Add +3.66% | $247.38 | $6.18M | 0.34ppt | |
2  CSX | Add +20.45% | $39.19 | $3.53M | 0.06ppt | |
3  FDS | Add +11.08% | $233.37 | $3.15M | -0.04ppt | |
4  YUM | Add +8.29% | $158.37 | $2.97M | 0.05ppt | |
5  NSC | Add +3.29% | $297.24 | $2.68M | 0.05ppt | |
6  TMO | Add +6.85% | $542.70 | $2.33M | -0.01ppt | |
7  UNP | Add +6.37% | $244.86 | $2.20M | 0.04ppt | |
8  LIN | Add +2.25% | $471.81 | $2.12M | 0.17ppt | |
9  FERG | Add +4.40% | $243.36 | $1.75M | 0.04ppt | |
10  WSO | Add +0.78% | $387.47 | $1.74M | 0.22ppt |
Thomas Gayner’s Holdings: Q1 2026
Company Name | Primary Industry | Avg. price paid  | Share Count Chg. (%) | No of shares held | Market value | Portfolio % Change | % of Ownership | Holding period | Last Transaction | |
|---|---|---|---|---|---|---|---|---|---|---|
Casualty Insurance | $184978.09 | 0.00% | 1.11K | $800.01M | 6.70% -0.00ppt | 0.08% | 58 Quarters | Q1 2020 | ||
2  GOOG | Computer Programming & Data | $45.31 | 0.00% | 2.75M | $788.82M | 6.61% -0.27ppt | 0.02% | 42 Quarters | Q3 2022 | |
Casualty Insurance | $114.20 | 0.00% | 1.53M | $734.12M | 6.15% 0.01ppt | 0.07% | 54 Quarters | Q4 2020 | ||
4  BN | Nonresidential buildings | $36.21 | 0.00% | 13.07M | $529.09M | 4.43% -0.35ppt | 0.52% | 14 Quarters | Q4 2025 | |
5  DE | Farm Machinery | $128.36 | 0.00% | 877.90K | $494.52M | 4.14% 0.88ppt | 0.32% | 47 Quarters | Q2 2025 | |
6  AMZN | Retail-Catalog & Mail-Order | $51.87 | 0.00% | 2.03M | $422.95M | 3.54% -0.19ppt | 0.02% | 42 Quarters | Q4 2023 | |
7  ADI | Semiconductors | $102.73 | 0.00% | 1.02M | $325.54M | 2.73% 0.51ppt | 0.21% | 41 Quarters | Q4 2025 | |
8  AAPL | Electronic Computers | $44.89 | 0.00% | 1.23M | $311.47M | 2.61% -0.05ppt | 0.01% | 44 Quarters | Q2 2024 | |
9  GS | Security Brokers & Dealers | $214.84 | 0.00% | 359.36K | $304.01M | 2.55% 0.03ppt | 0.12% | 41 Quarters | Q4 2022 | |
10  V | Other Business Services | $67.48 | Add +0.51% | 1.00M | $303.55M | 2.54% -0.25ppt | 0.05% | 54 Quarters | Q1 2026 | |
11  HD | Retail-Lumber Dealers | $76.87 | 0.00% | 920.00K | $302.58M | 2.53% 0.01ppt | 0.09% | 58 Quarters | Q1 2014 | |
12  CAT | Construction Machinery | $112.89 | 0.00% | 328.65K | $232.84M | 1.95% 0.45ppt | 0.07% | 59 Quarters | Q2 2025 | |
13 WSO | Wholesale-Hardware & Plumbing | $208.29 | Add +0.78% | 582.17K | $211.79M | 1.77% 0.22ppt | 1.54% | 46 Quarters | Q1 2026 | |
14  BLK | Security Brokers & Dealers | $1025.11 | 0.00% | 220.20K | $211.77M | 1.77% -0.11ppt | 0.14% | 6 Quarters | Q4 2024 | |
15  MSFT | Prepackaged Software | $116.74 | Add +0.36% | 537.63K | $199.01M | 1.67% -0.40ppt | 0.01% | 42 Quarters | Q1 2026 | |
16  DIS | Misc. Amusement & Recreation | $75.91 | 0.00% | 2.03M | $195.81M | 1.64% -0.20ppt | 0.11% | 65 Quarters | Q4 2023 | |
17 FNV | Gold & Silver Mining | $143.55 | Add +3.66% | 708.50K | $175.03M | 1.47% 0.34ppt | 0.37% | 8 Quarters | Q1 2026 | |
18  LOW | Retail-Lumber Dealers | $81.97 | Add +0.54% | 738.48K | $174.49M | 1.46% 0.05ppt | 0.13% | 58 Quarters | Q1 2026 | |
19  LPLA | Security & Commodity Brokers | $240.84 | 0.00% | 559.95K | $168.45M | 1.41% -0.18ppt | 0.71% | 14 Quarters | Q4 2025 | |
20  GOOGL | Computer Programming & Data | $81.48 | 0.00% | 572.00K | $164.48M | 1.38% -0.05ppt | 0.01% | 42 Quarters | Q2 2025 |
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