What Thomas Gayner bought and sold in Q1 2025
In Q1 2025, Thomas Gayner (Markel Group) opened 3 new positions — including CBOE (<0.1%), EXP (<0.1%), SYY (<0.1%), added to 7, trimmed 1. The book stood at $11.26B across 135 positions, filed May 2, 2025.
3New7Added1Trimmed0Exited
New positions (3)
- CBOECboe Global Markets Inc<0.1% · $1M
- EXPEagle Materials Inc<0.1% · $777K
- SYYSysco Corp<0.1% · $675K
Added to (7)
- ABNBAirbnb Inc-class A+59% shares · 0.2% · $22M
- HSYHershey Co/the+21% shares · 0.1% · $9M
- HIIHuntington Ingalls Industrie+350% shares · <0.1% · $4M
- AYIAcuity Inc+225% shares · <0.1% · $3M
- MGMMgm Resorts International+114% shares · <0.1% · $3M
- CMECme Group Inc+217% shares · <0.1% · $3M
- BCBrunswick Corp+97% shares · <0.1% · $2M
Trimmed (1)
- CABOCable One Inc-77% shares · <0.1% · $3M
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.