TG
Tom Gayner (Markel) disclosed new in AIRBNB INC
Tom Gayner (Markel) filed a 13F change in AIRBNB INC (9066101) on 2024-11-01, covering period end 2024-09-30.
Action
New
Capital
$2,428,412 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
140 changes from Tom Gayner (Markel), filed 2024-11-01 for period end 2024-09-30.
$11.1B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
11271J107 BROOKFIELD CORP | Increased | $101.2M | $463.2M | 0.91% |
84670108 BERKSHIRE HATHAWAY INC DEL | Increased | $87.9M | $770.0M | 0.79% |
84670702 BERKSHIRE HATHAWAY INC DEL | Increased | $81.9M | $705.1M | 0.74% |
437076102 HOME DEPOT INC | Increased | $56.1M | $372.8M | 0.50% |
670100205 NOVO-NORDISK A S | Reduced | -$50.9M | $256.0M | 0.46% |
244199105 DEERE & CO | Increased | $46.9M | $362.7M | 0.42% |
02079K107 ALPHABET INC | Reduced | -$44.6M | $459.7M | 0.40% |
548661107 LOWES COS INC | Increased | $38.0M | $187.0M | 0.34% |
48251W104 KKR & CO INC | Increased | $36.8M | $189.6M | 0.33% |
09260D107 BLACKSTONE INC | Increased | $36.0M | $188.2M | 0.32% |
09247X101 BLACKROCK INC | Increased | $35.7M | $209.1M | 0.32% |
743315103 PROGRESSIVE CORP | Increased | $34.7M | $191.3M | 0.31% |
256677105 DOLLAR GEN CORP NEW | Reduced | -$29.4M | $62.8M | 0.26% |
37833100 APPLE INC | Increased | $27.5M | $286.0M | 0.25% |
62944T105 NVR INC | Increased | $27.3M | $114.8M | 0.25% |
755130000 RTX CORPORATION | New | $27.1M | $27.1M | 0.24% |
7.5513E+105 RTX CORPORATION | Sold out | -$22.5M | $0 | 0.20% |
942622200 WATSCO INC | Increased | $21.9M | $286.5M | 0.20% |
30303M102 META PLATFORMS INC | Increased | $20.9M | $157.6M | 0.19% |
149123101 CATERPILLAR INC | Increased | $20.9M | $124.7M | 0.19% |
113004105 BROOKFIELD ASSET MANAGMT LTD | Increased | $20.3M | $103.8M | 0.18% |
25243Q205 DIAGEO PLC | Increased | $19.5M | $191.8M | 0.18% |
25816109 AMERICAN EXPRESS CO | Increased | $19.2M | $131.3M | 0.17% |
749607107 RLI CORP | Increased | $17.1M | $185.6M | 0.15% |
31488V107 FERGUSON PLC NEW | New | $16.8M | $16.8M | 0.15% |
38141G104 GOLDMAN SACHS GROUP INC | Increased | $15.4M | $177.9M | 0.14% |
55354G100 MSCI INC | Increased | $14.5M | $83.3M | 0.13% |
855244109 STARBUCKS CORP | Increased | $14.3M | $58.5M | 0.13% |
23135106 AMAZON COM INC | Reduced | -$14.1M | $378.4M | 0.13% |
351858105 FRANCO NEV CORP | Increased | $13.9M | $42.9M | 0.13% |
G3421J106 FERGUSON PLC NEW | Sold out | -$13.7M | $0 | 0.12% |
50212V100 LPL FINL HLDGS INC | Reduced | -$13.5M | $121.1M | 0.12% |
808513105 SCHWAB CHARLES CORP | Reduced | -$13.2M | $87.5M | 0.12% |
92826C839 VISA INC | Increased | $12.5M | $274.8M | 0.11% |
571748102 MARSH & MCLENNAN COS INC | Increased | $12.3M | $161.2M | 0.11% |
963320106 WHIRLPOOL CORP | Reduced | -$12.0M | $16.9M | 0.11% |
615369105 MOODYS CORP | Increased | $11.5M | $101.5M | 0.10% |
G54950103 LINDE PLC | Increased | $10.9M | $73.9M | 0.10% |
57636Q104 MASTERCARD INCORPORATED | Increased | $10.9M | $102.5M | 0.10% |
78409V104 S&P GLOBAL INC | Increased | $10.6M | $77.8M | 0.10% |
461804106 INVESTORS TITLE CO NC | Increased | $10.6M | $49.0M | 0.10% |
988498101 YUM BRANDS INC | Increased | $10.4M | $21.9M | 0.09% |
88579Y101 3M CO | Increased | $10.1M | $40.2M | 0.09% |
422806208 HEICO CORP NEW | Increased | $10.0M | $77.4M | 0.09% |
478160104 JOHNSON & JOHNSON | Increased | $9.7M | $99.0M | 0.09% |
40412C101 HCA HEALTHCARE INC | Increased | $9.4M | $20.7M | 0.08% |
679580100 OLD DOMINION FREIGHT LINE IN | Increased | $9.2M | $58.6M | 0.08% |
02079K305 ALPHABET INC | Reduced | -$9.0M | $92.0M | 0.08% |
882508104 TEXAS INSTRS INC | Increased | $8.7M | $149.6M | 0.08% |
654106103 NIKE INC | Increased | $8.6M | $37.9M | 0.08% |
452308109 ILLINOIS TOOL WKS INC | Increased | $8.2M | $85.8M | 0.07% |
G0403H108 AON PLC | Increased | $8.1M | $41.6M | 0.07% |
G1151C101 ACCENTURE PLC IRELAND | Increased | $8.0M | $56.3M | 0.07% |
824348106 SHERWIN WILLIAMS CO | Increased | $7.8M | $35.9M | 0.07% |
655844108 NORFOLK SOUTHN CORP | Increased | $7.8M | $57.0M | 0.07% |
410867105 HANOVER INS GROUP INC | Increased | $7.5M | $37.6M | 0.07% |
285512109 ELECTRONIC ARTS INC | Sold out | -$6.9M | $0 | 0.06% |
03769M106 APOLLO GLOBAL MGMT INC | Increased | $6.9M | $126.5M | 0.06% |
911363109 UNITED RENTALS INC | Increased | $6.8M | $21.0M | 0.06% |
539830109 LOCKHEED MARTIN CORP | Increased | $6.6M | $32.9M | 0.06% |
254687106 DISNEY WALT CO | Reduced | -$6.3M | $195.4M | 0.06% |
303075105 FACTSET RESH SYS INC | Increased | $6.0M | $53.7M | 0.05% |
9158106 AIR PRODS & CHEMS INC | Increased | $5.7M | $15.5M | 0.05% |
883556102 THERMO FISHER SCIENTIFIC INC | Increased | $5.6M | $21.9M | 0.05% |
594918104 MICROSOFT CORP | Reduced | -$5.2M | $221.6M | 0.05% |
278865100 ECOLAB INC | Increased | $4.8M | $70.0M | 0.04% |
369550108 GENERAL DYNAMICS CORP | Increased | $4.7M | $118.2M | 0.04% |
22410J106 CRACKER BARREL OLD CTRY STOR | Sold out | -$4.7M | $0 | 0.04% |
20002101 ALLSTATE CORP | Increased | $4.6M | $29.3M | 0.04% |
14448C104 CARRIER GLOBAL CORPORATION | Increased | $4.1M | $18.9M | 0.04% |
228368106 CROWN HLDGS INC | Increased | $4.1M | $18.2M | 0.04% |
14316J108 CARLYLE GROUP INC | Increased | $3.9M | $57.1M | 0.03% |
83444M101 SOLVENTUM CORP | Reduced | -$3.8M | $52,290 | 0.03% |
810186106 SCOTTS MIRACLE-GRO CO | Increased | $3.6M | $14.6M | 0.03% |
571903202 MARRIOTT INTL INC NEW | Increased | $3.6M | $8.9M | 0.03% |
512816109 LAMAR ADVERTISING CO NEW | Increased | $3.6M | $14.8M | 0.03% |
91324P102 UNITEDHEALTH GROUP INC | Increased | $3.5M | $14.1M | 0.03% |
G7496G103 RENAISSANCERE HLDGS LTD | Increased | $3.4M | $19.1M | 0.03% |
115637100 BROWN FORMAN CORP | Increased | $3.3M | $40.5M | 0.03% |
775711104 ROLLINS INC | Increased | $3.3M | $73.5M | 0.03% |
67098H104 O-I GLASS INC | Increased | $3.2M | $10.7M | 0.03% |
89400J107 TRANSUNION | Increased | $3.1M | $10.6M | 0.03% |
427866108 HERSHEY CO | Increased | $3.0M | $6.9M | 0.03% |
388689101 GRAPHIC PACKAGING HLDG CO | Increased | $2.9M | $11.7M | 0.03% |
115637209 BROWN FORMAN CORP | Increased | $2.8M | $23.3M | 0.03% |
20030N101 COMCAST CORP NEW | Increased | $2.8M | $45.2M | 0.03% |
92345Y106 VERISK ANALYTICS INC | Increased | $2.8M | $38.8M | 0.03% |
126650100 CVS HEALTH CORP | Sold out | -$2.8M | $0 | 0.02% |
G16250105 BROOKFIELD REINS LTD | Sold out | -$2.5M | $0 | 0.02% |
9066101 AIRBNB INC | New | $2.4M | $2.4M | 0.02% |
704326107 PAYCHEX INC | Increased | $2.3M | $20.1M | 0.02% |
294429105 EQUIFAX INC | Reduced | -$2.3M | $21.4M | 0.02% |
718172109 PHILIP MORRIS INTL INC | Increased | $2.3M | $13.9M | 0.02% |
32654105 ANALOG DEVICES INC | Increased | $2.2M | $268.8M | 0.02% |
46625H100 JPMORGAN CHASE & CO. | Increased | $2.2M | $53.3M | 0.02% |
902494103 TYSON FOODS INC | Increased | $2.1M | $47.0M | 0.02% |
74144T108 PRICE T ROWE GROUP INC | Reduced | -$2.0M | $34.2M | 0.02% |
03027X100 AMERICAN TOWER CORP NEW | Increased | $2.0M | $12.1M | 0.02% |
12685J105 CABLE ONE INC | Increased | $2.0M | $21.0M | 0.02% |
17275R102 CISCO SYS INC | Increased | $2.0M | $18.2M | 0.02% |
25754A201 DOMINOS PIZZA INC | New | $1.9M | $1.9M | 0.02% |
169905106 CHOICE HOTELS INTL INC | Increased | $1.9M | $15.0M | 0.02% |
907818108 UNION PAC CORP | Increased | $1.7M | $21.1M | 0.02% |
903731107 UL SOLUTIONS INC | Sold out | -$1.5M | $0 | 0.01% |
46266C105 IQVIA HLDGS INC | Increased | $1.5M | $13.9M | 0.01% |
64058100 BANK NEW YORK MELLON CORP | Increased | $1.5M | $8.7M | 0.01% |
90353T100 UBER TECHNOLOGIES INC | Increased | $1.5M | $6.6M | 0.01% |
82509L107 SHOPIFY INC | Increased | $1.4M | $8.2M | 0.01% |
22160K105 COSTCO WHSL CORP NEW | Increased | $1.4M | $34.7M | 0.01% |
L8681T102 SPOTIFY TECHNOLOGY S A | Increased | $1.4M | $9.5M | 0.01% |
518439104 LAUDER ESTEE COS INC | New | $1.4M | $1.4M | 0.01% |
45778Q107 INSPERITY INC | Increased | $1.3M | $6.2M | 0.01% |
117043109 BRUNSWICK CORP | New | $1.2M | $1.2M | 0.01% |
199908104 COMFORT SYS USA INC | Increased | $1.1M | $5.1M | 0.01% |
405166117 HAGERTY INC | Sold out | -$1.1M | $0 | 0.01% |
773903109 ROCKWELL AUTOMATION INC | Reduced | -$1.1M | $41.6M | 0.01% |
277432100 EASTMAN CHEM CO | Increased | $1.0M | $8.4M | 0.01% |
8.7612E+110 TARGET CORP | Increased | $1.0M | $20.7M | 0.01% |
39483102 ARCHER DANIELS MIDLAND CO | Reduced | -$1.0M | $87.4M | 0.01% |
14040H105 CAPITAL ONE FINL CORP | Increased | $1.0M | $13.6M | 0.01% |
31428X106 FEDEX CORP | Reduced | -$903,440 | $53.4M | 0.01% |
68902V107 OTIS WORLDWIDE CORP | Increased | $880,280 | $11.9M | 0.01% |
784117103 SEI INVTS CO | Increased | $779,400 | $12.0M | 0.01% |
835699307 SONY GROUP CORP | Increased | $778,540 | $6.5M | 0.01% |
405166109 HAGERTY INC | Reduced | -$690,000 | $30.5M | 0.01% |
384637104 GRAHAM HLDGS CO | Increased | $635,284 | $4.3M | 0.01% |
949746101 WELLS FARGO CO NEW | Reduced | -$592,905 | $11.5M | 0.01% |
143130102 CARMAX INC | Increased | $551,460 | $10.6M | 0.00% |
713448108 PEPSICO INC | Increased | $492,595 | $16.4M | 0.00% |
58498106 BALL CORP | Increased | $402,390 | $3.5M | 0.00% |
366651107 GARTNER INC | Increased | $328,890 | $2.9M | 0.00% |
G96629103 WILLIS TOWERS WATSON PLC LTD | Increased | $279,430 | $2.5M | 0.00% |
84423102 BERKLEY W R CORP | Increased | $263,859 | $3.4M | 0.00% |
26484T106 DUN & BRADSTREET HLDGS INC | Increased | $258,750 | $1.3M | 0.00% |
45866F104 INTERCONTINENTAL EXCHANGE IN | Increased | $121,600 | $822,477 | 0.00% |
428291108 HEXCEL CORP NEW | Reduced | -$117,180 | $11.7M | 0.00% |
461202103 INTUIT | Reduced | -$98,491 | $1.7M | 0.00% |
03524A108 ANHEUSER BUSCH INBEV SA/NV | Increased | $89,540 | $729,190 | 0.00% |
150870103 CELANESE CORP DEL | Increased | $83,246 | $10.6M | 0.00% |
22160N109 COSTAR GROUP INC | Increased | $24,180 | $1.4M | 0.00% |