What Thomas Gayner bought and sold in Q4 2024
In Q4 2024, Thomas Gayner (Markel Group) opened 6 new positions — including BLK (2.0%), RTX (0.2%), MGM (<0.1%), added to 11, exited 5 (BLKCHF, WHR, AMT). The book stood at $11.34B across 132 positions, filed Feb 7, 2025.
6New11Added0Trimmed5Exited
New positions (6)
Added to (11)
- FNVFranco-nevada Corp+40% shares · 0.5% · $57M
- YUMYum! Brands Inc+31% shares · 0.2% · $28M
- APDAir Products & Chemicals Inc+24% shares · 0.2% · $19M
- FERGFerguson Enterprises Inc+25% shares · 0.2% · $18M
- ABNBAirbnb Inc-class A+502% shares · 0.1% · $15M
- MARMarriott International -cl A+31% shares · 0.1% · $13M
- NSPInsperity Inc+88% shares · 0.1% · $10M
- HSYHershey Co/the+25% shares · 0.1% · $8M
- SONYSony Group Corp - SP Adr+400% shares · 0.1% · $7M
- UBERUber Technologies Inc+24% shares · 0.1% · $7M
- DPZDomino's Pizza Inc+22% shares · <0.1% · $2M
Exited (5)
Thomas Gayner's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.