What Thomas Gayner bought and sold in Q3 2025
In Q3 2025, Thomas Gayner (Markel Group) opened 3 new positions — including CNI (<0.1%), CP (<0.1%), XOM (<0.1%), added to 8, exited 11 (MMM, OI, CE). The book stood at $12.32B across 129 positions, filed Oct 31, 2025.
3New8Added0Trimmed11Exited
New positions (3)
Added to (8)
- UNPUnion Pacific Corp+30% shares · 0.2% · $30M
- MARMarriott International -cl A+22% shares · 0.2% · $19M
- CSXCsx Corp+338% shares · 0.1% · $10M
- CMECme Group Inc+42% shares · 0.1% · $9M
- CBOECboe Global Markets Inc+50% shares · 0.1% · $7M
- AMATApplied Materials Inc+59% shares · <0.1% · $5M
- EXPEagle Materials Inc+64% shares · <0.1% · $3M
- SYYSysco Corp+27% shares · <0.1% · $3M
Exited (11)
- MMM3M COwas 0.2% of book
- OIO-i Glass Incwas 0.1% of book
- CECelanese Corpwas <0.1% of book
- GPKGraphic Packaging Holding COwas <0.1% of book
- BALLBall Corpwas <0.1% of book
- WTWWillis Towers Watson Plc Ltdwas <0.1% of book
- ITGartner Incwas <0.1% of book
- INTUIntuit Incwas <0.1% of book
- CSGPCostar Group Incwas <0.1% of book
- ELEstee Lauder Companies-cl Awas <0.1% of book
- BUDAnheuser-busch Inbev-spn Adrwas <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.