Tom Gayner (Markel) other Sunbelt Rentals Holdings Inc
Tom Gayner (Markel) other $62.7M of disclosed value in Sunbelt Rentals Holdings Inc.
Signal
Investor Move
Action
Other
Capital
$62.7M disclosed value
Why it matters
This action comes from parsed SEC 13F holdings and highlights where tracked institutional capital changed materially versus the previous comparable filing period.
Filing summary
Period End
Mar 31, 2026
Total Changes
132
New
4
Reduced/Sold
75
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
| DE | Deere & Company | Increased | $494.5M | 0.01% |
| GOOG | Alphabet Inc. | Reduced | $788.8M | 0.01% |
| BN | Brookfield Corporation | Reduced | $529.1M | 0.01% |
| SUNB | Sunbelt Rentals Holdings Inc | New | $62.7M | 0.01% |
| MSFT | Microsoft Corporation | Reduced | $199M | 0.01% |
| KKR | KKR & Co. Inc. | Reduced | $134.3M | 0% |
| BX | Blackstone Inc. | Reduced | $141.3M | 0% |
| ADI | Analog Devices, Inc. | Increased | $325.5M | 0% |
| V.BA | Visa Inc. | Reduced | $303.5M | 0% |
| AMZN | Amazon.com, Inc. | Reduced | $422.9M | 0% |
| CAT | Caterpillar Inc. | Increased | $232.8M | 0% |
| BRK-A | Berkshire Hathaway Inc. | Reduced | $800M | 0% |
| NVO | Novo Nordisk A/S | Reduced | $105.5M | 0% |
| BRK-B | Berkshire Hathaway Inc. | Reduced | $734.1M | 0% |
| DIS | The Walt Disney Company | Reduced | $195.8M | 0% |
| APO | Apollo Global Management, Inc. | Reduced | $112.8M | 0% |
| FNV | Franco-Nevada Corporation | Increased | $175M | 0% |
| AXP | American Express Company | Reduced | $148.4M | 0% |
| LPLA | LPL Financial Holdings Inc. | Reduced | $168.5M | 0% |
| SPGI | S&P Global Inc. | Reduced | $50.1M | 0% |