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← Thomas Gayner

Thomas Gayner's 2024Q4 portfolio

Thomas Gayner (Markel Group) held 106 positions as of Dec 31, 2024, with the largest position at 6.7% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q4but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Dec 31, 2024 (106)

  1. 1BRK/ABerkshire Hathaway Inc-cl A
    % port
    6.7%
    -0.2pp vs prior Q
  2. 2BRK/BBerkshire Hathaway Inc-cl B
    % port
    6.1%
    -0.2pp vs prior Q
  3. 3GOOGAlphabet Inc-cl C
    % port
    4.6%
    +0.5pp vs prior Qnow 6.6%
  4. 4BNBrookfield Corp
    % port
    4.4%
    +0.2pp vs prior Q
  5. 5AMZNAmazon.com Inc
    % port
    3.9%
    +0.5pp vs prior Qnow 3.5%
  6. 6DEDeere & CO
    % port
    3.3%
    now 4.1%
  7. 7HDHome Depot Inc
    % port
    3.2%
    -0.2pp vs prior Qnow 2.5%
  8. 8VVisa Inc-class A Shares
    % port
    2.8%
    +0.3pp vs prior Qnow 2.5%
  9. 9AAPLApple Inc
    % port
    2.7%
    +0.1pp vs prior Qnow 2.6%
  10. 10WSOWatsco Inc
    % port
    2.5%
    -0.1pp vs prior Qnow 1.8%
  11. 11ADIAnalog Devices Inc
    % port
    2.2%
    -0.2pp vs prior Qnow 2.7%
  12. 12DISWalt Disney Co/the
    % port
    2.0%
    +0.2pp vs prior Qnow 1.6%
  13. 13BLKBlackrock Inc
    % port
    2.0%
    now 1.8%
  14. 14MSFTMicrosoft Corp
    % port
    1.9%
    now 1.7%
  15. 15KKRKkr & CO Inc
    % port
    1.9%
    +0.2pp vs prior Qnow 1.1%
  16. 16BXBlackstone Inc
    % port
    1.9%
    +0.2pp vs prior Qnow 1.2%
  17. 17GSGoldman Sachs Group Inc
    % port
    1.8%
    +0.2pp vs prior Qnow 2.5%
  18. 18RLIRli Corp
    % port
    1.7%
    now 1.1%
  19. 19NVONovo-nordisk A/s-spons Adr
    % port
    1.6%
    -0.7pp vs prior Qnow 0.9%
  20. 20PGRProgressive Corp
    % port
    1.6%
    -0.1pp vs prior Qnow 1.3%
  21. 21LPLALpl Financial Holdings Inc
    % port
    1.5%
    +0.4pp vs prior Qnow 1.4%
  22. 22DEODiageo Plc-sponsored Adr
    % port
    1.5%
    -0.2pp vs prior Qnow 0.9%
  23. 23LOWLowe's Cos Inc
    % port
    1.5%
    -0.2pp vs prior Q
  24. 24APOApollo Global Management Inc
    % port
    1.5%
    +0.3pp vs prior Qnow 0.9%
  25. 25METAMeta Platforms Inc-class A
    % port
    1.4%
    now 1.2%
  26. 26MRSHMarsh & Mclennan Cos
    % port
    1.4%
    now 1.1%
  27. 27AXPAmerican Express CO
    % port
    1.3%
  28. 28TXNTexas Instruments Inc
    % port
    1.2%
    -0.1pp vs prior Q
  29. 29BAMBrookfield Asset Mgmt-a
    % port
    1.0%
    +0.1pp vs prior Qnow 0.8%
  30. 30CATCaterpillar Inc
    % port
    1.0%
    now 1.9%
  31. 31MAMastercard Inc - A
    % port
    1.0%
  32. 32GOOGLAlphabet Inc-cl A
    % port
    0.9%
    now 1.4%
  33. 33GDGeneral Dynamics Corp
    % port
    0.9%
    -0.2pp vs prior Qnow 1.1%
  34. 34MCOMoody's Corp
    % port
    0.9%
    now 0.8%
  35. 35SCHWSchwab (charles) Corp
    % port
    0.9%
    +0.1pp vs prior Qnow 1.1%
  36. 36NVRNvr Inc
    % port
    0.9%
    -0.2pp vs prior Qnow 0.7%
  37. 37JNJJohnson & Johnson
    % port
    0.8%
    -0.1pp vs prior Qnow 1.3%
  38. 38MSCIMsci Inc
    % port
    0.8%
    now 0.6%
  39. 39ITWIllinois Tool Works
    % port
    0.7%
  40. 40SPGIS&p Global Inc
    % port
    0.7%
    now 0.4%
  41. 41ADMArcher-daniels-midland CO
    % port
    0.7%
    -0.1pp vs prior Qnow 0.9%
  42. 42HEI/AHeico Corp-class A
    % port
    0.6%
  43. 43LINLinde Plc
    % port
    0.6%
    now 0.8%
  44. 44ROLRollins Inc
    % port
    0.6%
  45. 45CGCarlyle Group Inc/the
    % port
    0.6%
  46. 46ECLEcolab Inc
    % port
    0.6%
  47. 47DGDollar General Corp
    % port
    0.6%
    now 0.9%
  48. 48JPMJpmorgan Chase & CO
    % port
    0.5%
  49. 49FNVFranco-nevada Corp
    % port
    0.5%
    +0.1pp vs prior Qnow 1.5%
  50. 50SBUXStarbucks Corp
    % port
    0.5%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.