TG
Tom Gayner (Markel) disclosed sold out in FEDEX CORP
Tom Gayner (Markel) filed a 13F change in FEDEX CORP (31428X106) on 2026-02-06, covering period end 2025-12-31.
Action
Sold out
Capital
$0 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
130 changes from Tom Gayner (Markel), filed 2026-02-06 for period end 2025-12-31.
$12.5B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
02079K107 ALPHABET INC | Increased | $193.2M | $862.9M | 1.54% |
437076102 HOME DEPOT INC | Reduced | -$56.2M | $316.6M | 0.45% |
31428X106 FEDEX CORP | Sold out | -$50.2M | $0 | 0.40% |
30303M102 META PLATFORMS INC | Reduced | -$41.9M | $163.9M | 0.33% |
02079K305 ALPHABET INC | Increased | $40.0M | $179.0M | 0.32% |
942622200 WATSCO INC | Reduced | -$33.9M | $194.6M | 0.27% |
149123101 CATERPILLAR INC | Increased | $31.5M | $188.3M | 0.25% |
38141G104 GOLDMAN SACHS GROUP INC | Increased | $29.7M | $315.9M | 0.24% |
256677105 DOLLAR GEN CORP NEW | Increased | $25.6M | $115.4M | 0.20% |
23135106 AMAZON COM INC | Increased | $22.8M | $468.7M | 0.18% |
37833100 APPLE INC | Increased | $21.1M | $333.7M | 0.17% |
09290D101 BLACKROCK INC | Reduced | -$21.0M | $235.7M | 0.17% |
09260D107 BLACKSTONE INC | Reduced | -$20.5M | $189.4M | 0.16% |
25816109 AMERICAN EXPRESS CO | Increased | $19.9M | $180.7M | 0.16% |
594918104 MICROSOFT CORP | Reduced | -$16.5M | $259.1M | 0.13% |
50212V100 LPL FINL HLDGS INC | Increased | $15.9M | $200.0M | 0.13% |
679580100 OLD DOMINION FREIGHT LINE IN | Increased | $15.6M | $66.1M | 0.12% |
670100205 NOVO-NORDISK A S | Increased | $14.6M | $146.0M | 0.12% |
743315103 PROGRESSIVE CORP | Reduced | -$14.5M | $171.6M | 0.12% |
478160104 JOHNSON & JOHNSON | Increased | $13.2M | $126.4M | 0.10% |
25243Q205 DIAGEO PLC | Reduced | -$12.1M | $118.3M | 0.10% |
03769M106 APOLLO GLOBAL MGMT INC | Increased | $11.6M | $146.6M | 0.09% |
571748102 MARSH & MCLENNAN COS INC | Reduced | -$10.8M | $141.3M | 0.09% |
113004105 BROOKFIELD ASSET MANAGMT LTD | Reduced | -$10.0M | $114.9M | 0.08% |
32654105 ANALOG DEVICES INC | Reduced | -$9.4M | $277.5M | 0.07% |
883556102 THERMO FISHER SCIENTIFIC INC | Increased | $9.3M | $36.4M | 0.07% |
92826C839 VISA INC | Increased | $9.3M | $350.5M | 0.07% |
571903202 MARRIOTT INTL INC NEW | Increased | $8.8M | $27.8M | 0.07% |
89400J107 TRANSUNION | Reduced | -$8.3M | $171,500 | 0.07% |
62944T105 NVR INC | Reduced | -$8.0M | $87.6M | 0.06% |
882508104 TEXAS INSTRS INC | Reduced | -$7.4M | $125.6M | 0.06% |
615369105 MOODYS CORP | Increased | $7.4M | $109.3M | 0.06% |
244199105 DEERE & CO | Increased | $7.3M | $408.7M | 0.06% |
808513105 SCHWAB CHARLES CORP | Increased | $7.2M | $137.5M | 0.06% |
351858105 FRANCO NEV CORP | Increased | $6.7M | $141.7M | 0.05% |
G54950103 LINDE PLC | Reduced | -$6.3M | $85.3M | 0.05% |
773903109 ROCKWELL AUTOMATION INC | Increased | $6.1M | $60.3M | 0.05% |
126408103 CSX CORP | Increased | $5.8M | $15.9M | 0.05% |
902494103 TYSON FOODS INC | Increased | $5.8M | $51.8M | 0.05% |
40412C101 HCA HEALTHCARE INC | Increased | $5.6M | $37.7M | 0.04% |
548661107 LOWES COS INC | Reduced | -$5.5M | $177.1M | 0.04% |
78409V104 S&P GLOBAL INC | Increased | $5.4M | $78.7M | 0.04% |
9066101 AIRBNB INC | Increased | $5.0M | $32.6M | 0.04% |
00724F101 ADOBE INC | Sold out | -$4.9M | $0 | 0.04% |
14316J108 CARLYLE GROUP INC | Reduced | -$4.8M | $78.4M | 0.04% |
452308109 ILLINOIS TOOL WKS INC | Reduced | -$4.7M | $80.7M | 0.04% |
911363109 UNITED RENTALS INC | Reduced | -$4.5M | $25.2M | 0.04% |
92345Y106 VERISK ANALYTICS INC | Reduced | -$4.3M | $34.9M | 0.03% |
405166109 HAGERTY INC | Increased | $4.3M | $41.8M | 0.03% |
30231G102 EXXON MOBIL CORP | Increased | $4.2M | $4.6M | 0.03% |
461804106 INVESTORS TITLE CO NC | Reduced | -$3.9M | $53.2M | 0.03% |
12572Q105 CME GROUP INC | Increased | $3.8M | $12.5M | 0.03% |
7.5513E+105 RTX CORPORATION | Increased | $3.6M | $41.1M | 0.03% |
48251W104 KKR & CO INC | Reduced | -$3.6M | $185.1M | 0.03% |
228368106 CROWN HLDGS INC | Increased | $3.5M | $21.8M | 0.03% |
12503M108 CBOE GLOBAL MKTS INC | Increased | $3.5M | $10.5M | 0.03% |
G1151C101 ACCENTURE PLC IRELAND | Increased | $3.5M | $42.8M | 0.03% |
38222105 APPLIED MATLS INC | Increased | $3.4M | $8.8M | 0.03% |
39483102 ARCHER DANIELS MIDLAND CO | Reduced | -$3.4M | $86.6M | 0.03% |
31488V107 FERGUSON ENTERPRISES INC | Increased | $3.4M | $36.4M | 0.03% |
278865100 ECOLAB INC | Reduced | -$3.1M | $72.0M | 0.02% |
17275R102 CISCO SYS INC | Increased | $3.1M | $27.4M | 0.02% |
L8681T102 SPOTIFY TECHNOLOGY S A | Reduced | -$3.0M | $15.0M | 0.02% |
749607107 RLI CORP | Reduced | -$3.0M | $153.2M | 0.02% |
294429105 EQUIFAX INC | Reduced | -$2.9M | $15.8M | 0.02% |
446413106 HUNTINGTON INGALLS INDS INC | Increased | $2.8M | $8.7M | 0.02% |
907818108 UNION PAC CORP | Increased | $2.7M | $32.7M | 0.02% |
14040H105 CAPITAL ONE FINL CORP | Increased | $2.7M | $22.1M | 0.02% |
654106103 NIKE INC | Reduced | -$2.7M | $28.5M | 0.02% |
775711104 ROLLINS INC | Increased | $2.7M | $89.4M | 0.02% |
512816109 LAMAR ADVERTISING CO NEW | Increased | $2.6M | $23.4M | 0.02% |
22160K105 COSTCO WHSL CORP NEW | Reduced | -$2.5M | $33.8M | 0.02% |
45866F104 INTERCONTINENTAL EXCHANGE IN | Increased | $2.4M | $3.4M | 0.02% |
11271J107 BROOKFIELD CORP | Increased | $2.2M | $599.9M | 0.02% |
704326107 PAYCHEX INC | Reduced | -$2.2M | $16.8M | 0.02% |
428291108 HEXCEL CORP NEW | Increased | $2.1M | $14.0M | 0.02% |
824348106 SHERWIN WILLIAMS CO | Reduced | -$2.1M | $30.5M | 0.02% |
427866108 HERSHEY CO | Increased | $2.1M | $12.3M | 0.02% |
136375102 CANADIAN NATL RY CO | Increased | $2.0M | $4.4M | 0.02% |
303075105 FACTSET RESH SYS INC | Increased | $1.9M | $35.4M | 0.02% |
949746101 WELLS FARGO CO NEW | Increased | $1.9M | $19.1M | 0.02% |
655844108 NORFOLK SOUTHN CORP | Increased | $1.9M | $79.0M | 0.02% |
G7496G103 RENAISSANCERE HLDGS LTD | Increased | $1.9M | $19.7M | 0.02% |
46625H100 JPMORGAN CHASE & CO. | Increased | $1.7M | $81.4M | 0.01% |
369550108 GENERAL DYNAMICS CORP | Reduced | -$1.7M | $131.6M | 0.01% |
46266C105 IQVIA HLDGS INC | Increased | $1.7M | $10.6M | 0.01% |
14448C104 CARRIER GLOBAL CORPORATION | Reduced | -$1.6M | $12.4M | 0.01% |
254687106 DISNEY WALT CO | Reduced | -$1.5M | $231.1M | 0.01% |
20030N101 COMCAST CORP NEW | Reduced | -$1.5M | $28.8M | 0.01% |
117043109 BRUNSWICK CORP | Increased | $1.4M | $3.5M | 0.01% |
13646K108 CANADIAN PACIFIC KANSAS CITY | Increased | $1.4M | $3.7M | 0.01% |
199908104 COMFORT SYS USA INC | Increased | $1.4M | $12.1M | 0.01% |
169905106 CHOICE HOTELS INTL INC | Reduced | -$1.3M | $11.0M | 0.01% |
82509L107 SHOPIFY INC | Increased | $1.3M | $16.5M | 0.01% |
8.7612E+110 TARGET CORP | Increased | $1.1M | $13.0M | 0.01% |
835699307 SONY GROUP CORP | Reduced | -$1.1M | $8.6M | 0.01% |
G0403H108 AON PLC | Increased | $1.0M | $47.3M | 0.01% |
20002101 ALLSTATE CORP | Reduced | -$1.0M | $32.2M | 0.01% |
55354G100 MSCI INC | Increased | $902,812 | $82.0M | 0.01% |
115236101 BROWN & BROWN INC | New | $876,700 | $876,700 | 0.01% |
64058100 BANK NEW YORK MELLON CORP | Increased | $866,295 | $14.1M | 0.01% |
143130102 CARMAX INC | Reduced | -$850,395 | $5.3M | 0.01% |
84670108 BERKSHIRE HATHAWAY INC DEL | Increased | $668,400 | $840.8M | 0.01% |
90353T100 UBER TECHNOLOGIES INC | Reduced | -$659,895 | $11.4M | 0.01% |
422806208 HEICO CORP NEW | Reduced | -$630,209 | $95.8M | 0.01% |
45778Q107 INSPERITY INC | Reduced | -$561,776 | $5.9M | 0.00% |
115637100 BROWN FORMAN CORP | Reduced | -$505,801 | $22.2M | 0.00% |
784117103 SEI INVTS CO | Reduced | -$490,156 | $14.2M | 0.00% |
115637209 BROWN FORMAN CORP | Reduced | -$483,671 | $12.4M | 0.00% |
68902V107 OTIS WORLDWIDE CORP | Reduced | -$467,649 | $10.0M | 0.00% |
57636Q104 MASTERCARD INCORPORATED | Increased | $429,609 | $118.5M | 0.00% |
384637104 GRAHAM HLDGS CO | Reduced | -$409,292 | $5.7M | 0.00% |
91324P102 UNITEDHEALTH GROUP INC | Reduced | -$402,534 | $8.7M | 0.00% |
84423102 BERKLEY W R CORP | Reduced | -$394,876 | $4.3M | 0.00% |
26969P108 EAGLE MATLS INC | Reduced | -$388,810 | $3.0M | 0.00% |
410867105 HANOVER INS GROUP INC | Increased | $320,340 | $51.4M | 0.00% |
713448108 PEPSICO INC | Increased | $296,327 | $13.8M | 0.00% |
871829107 SYSCO CORP | Reduced | -$263,825 | $2.2M | 0.00% |
855244109 STARBUCKS CORP | Reduced | -$243,289 | $52.5M | 0.00% |
810186106 SCOTTS MIRACLE-GRO CO | Increased | $235,200 | $9.8M | 0.00% |
718172109 PHILIP MORRIS INTL INC | Reduced | -$206,100 | $18.4M | 0.00% |
988498101 YUM BRANDS INC | Reduced | -$163,045 | $34.3M | 0.00% |
552953101 MGM RESORTS INTERNATIONAL | Increased | $160,125 | $3.2M | 0.00% |
00508Y102 ACUITY INC | Increased | $152,587 | $3.5M | 0.00% |
84670702 BERKSHIRE HATHAWAY INC DEL | Reduced | -$137,874 | $770.0M | 0.00% |
539830109 LOCKHEED MARTIN CORP | Increased | $120,690 | $31.2M | 0.00% |
25754A201 DOMINOS PIZZA INC | Reduced | -$81,895 | $2.3M | 0.00% |
74144T108 PRICE T ROWE GROUP INC | Reduced | -$81,641 | $32.1M | 0.00% |
9158106 AIR PRODS & CHEMS INC | Reduced | -$64,870 | $17.7M | 0.00% |
277432100 EASTMAN CHEM CO | Increased | $58,461 | $4.8M | 0.00% |