Tom Gayner

Markel

Tom Gayner (Markel) is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This Tom Gayner (Markel) portfolio page tracks Markel holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies Markel owns and how disclosed positions change over time. Tom Gayner (Markel)'s public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include Deere & Company Common Stock (DE), Alphabet Cl C (GOOG), Brookfield Corporation (BN), Sunbelt Rentals Holdings Inc (SUNB), and Microsoft Corp (MSFT). Investors use Markel 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.

Latest Holdings

HoldingReported ValueWeightSharesLast PriceEst. ValueReturn
Applied Materials, Inc. - Common StockAMAT · Q1 2026$12M0.1%36k$592.92----
Cboe Global Markets, Inc.CBOE · Q1 2026$12M0.1%44k$347.69----
Shopify Inc Class A subordinate voting sharesSHOP · Q1 2026$12M0.1%103k$110.78----
Huntington Ingalls Industries IncHII · Q1 2026$10M0.1%28k$292.26----
Uber Technologies IncUBER · Q1 2026$10M0.1%143k$73.85----
The Scotts Miracle-Gro CompanySMG · Q1 2026$10M0.1%168k$61.13----
MercadoLibre IncMELI · Q1 2026$9.4M0.1%5.5k$1,611.99----
Otis Worldwide CorpOTIS · Q1 2026$8.8M0.1%115k$69.63----
IQVIA Holdings, Inc. Common StockIQV · Q1 2026$8.0M0.1%47k$165.62----
Exxon Mobil CorpXOM · Q1 2026$8.0M0.1%47k$137.02$6.4M-19.2%
Enterprise Products Partners LPEPD · Q1 2026$7.6M0.1%202k$37.52----
Sony Group CorporationSONY · Q1 2026$6.9M0.1%335k$20.33----
Eastman Chemical CoEMN · Q1 2026$5.7M0.0%75k$75.91----
CarMax IncKMX · Q1 2026$5.7M0.0%137k$47.50----
Canadian National Railway Co (2)CNI · Q1 2026$5.5M0.0%54k$120.81----
Graham Holdings CoGHC · Q1 2026$5.5M0.0%5.2k$1,114.09----
Unitedhealth Group IncUNH · Q1 2026$5.1M0.0%19k$425.36$8.0M+57.2%
45778Q10745778Q107 · Q1 2026$4.9M0.0%181k------
13646K10813646K108 · Q1 2026$4.7M0.0%60k------
Intercontinental Exchange Inc. Common StockICE · Q1 2026$4.5M0.0%29k$139.05----
Berkley (W.R.) CorpWRB · Q1 2026$4.0M0.0%61k$65.29----
Brunswick Corporation Common StockBC · Q1 2026$3.7M0.0%51k$83.56----
MGM Resorts International Common StockMGM · Q1 2026$3.2M0.0%88k$41.95----
Eagle Materials Inc.EXP · Q1 2026$2.8M0.0%15k$206.79----
ACUITY INC. (DE)AYI · Q1 2026$2.7M0.0%9.8k$296.22----
Sysco CorporationSYY · Q1 2026$2.2M0.0%31k$76.48----
Domino's Pizza IncDPZ · Q1 2026$2.0M0.0%5.5k$311.66$1.7M-13.1%
Brown & Brown IncBRO · Q1 2026$913k0.0%14k$58.00----
Weyerhaeuser CompanyWY · Q1 2026$428k0.0%18k$24.51----
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