What did Thomas Gayner buy in Q1 2026?

Thomas Gayner opened 4 new positions (SUNB, MELI, EPD, WY) and added to 5 existing holdings in the Q1 2026 13F.

What did Thomas Gayner sell in Q1 2026?

Thomas Gayner exited 3 positions (TGT, CHH, TRU) and trimmed 2.

What Thomas Gayner bought and sold in Q1 2026

In Q1 2026, Thomas Gayner (Markel Group) opened 4 new positions — including SUNB (0.5%), MELI (0.1%), EPD (0.1%), added to 5, trimmed 2, exited 3 (TGT, CHH, TRU). The book stood at $11.94B across 129 positions, filed May 1, 2026.

4New5Added2Trimmed3Exited

Share𝕏 in

New positions (4)

SUNBSunbelt Rentals Holdings Inc0.5% · $63M
MELIMercadolibre Inc0.1% · $9M
EPDEnterprise Products Partners0.1% · $8M
WYWeyerhaeuser CO<0.1% · $428K

Added to (5)

CSXCsx Corp+20% shares · 0.2% · $22M
XOMExxon Mobil Corp+24% shares · 0.1% · $8M
CNICanadian Natl Railway CO+20% shares · <0.1% · $5M
ICEIntercontinental Exchange IN+38% shares · <0.1% · $5M
BROBrown & Brown Inc+27% shares · <0.1% · $913K

Trimmed (2)

SPGIS&p Global Inc-22% shares · 0.4% · $50M
UNHUnitedhealth Group Inc-29% shares · <0.1% · $5M

Exited (3)

TGTTarget Corpwas 0.1% of book
CHHChoice Hotels Intl Incwas 0.1% of book
TRUTransunionwas <0.1% of book

Thomas Gayner's other filings

Q2 2026 changes Q4 2025 changes Q3 2025 changes Q2 2025 changes Q1 2025 changes

Thomas Gayner's full portfolio →The whole cohort in Q1 2026 →

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.