What Thomas Gayner bought and sold in Q2 2025
In Q2 2025, Thomas Gayner (Markel Group) opened 3 new positions — including ADBE (<0.1%), AMAT (<0.1%), CSX (<0.1%), added to 4, trimmed 3, exited 1 (CABO). The book stood at $11.83B across 137 positions, filed Aug 1, 2025.
3New4Added3Trimmed1Exited
New positions (3)
Added to (4)
- CMECme Group Inc+137% shares · 0.1% · $6M
- CBOECboe Global Markets Inc+217% shares · <0.1% · $4M
- EXPEagle Materials Inc+157% shares · <0.1% · $2M
- SYYSysco Corp+167% shares · <0.1% · $2M
Trimmed (3)
- MMM3M CO-60% shares · 0.2% · $18M
- OIO-i Glass Inc-46% shares · 0.1% · $7M
- GPKGraphic Packaging Holding CO-62% shares · <0.1% · $4M
Exited (1)
- CABOCable One Incwas <0.1% of book
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.