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← Thomas Gayner

Thomas Gayner's 2026Q1 portfolio

Thomas Gayner (Markel Group) held 112 positions as of Mar 31, 2026, with the largest position at 6.7% of the portfolio. This is the latest 13F filing on record.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2026Q1but 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 Mar 31, 2026 (112)

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