Portfolios of the great investors (13F)
Thomas Gayner portfolio · Markel
13F for 2026-09-30 filed with the SEC, compared with 2026-06-30.
- Reported value
- 12.839 M$
- Holdings
- 145
- Buys
- 42
- Sells
- 10
| Exxonmobil Holdings Ord | new |
| Zebra Technologies Corporati (A) | new |
| Mobility Global Inc | new |
| Silicon Laboratories Inc | new |
| Tyler Technologies Inc | new |
| Vista Gold Corp | new |
| Willscot Hldgs Corp (A) | new |
| Xpo Inc | new |
| Xylem Inc | new |
| Watts Water Technologies Inc (A) | new |
| Valvoline Inc | new |
| Xpel Inc | new |
| Toast Inc (A) | new |
| Chiron Real Estate Inc | new |
| Siteone Landscape Supply Inc | new |
| Exxon Mobil Corp | sold out |
| Brown & Brown Inc | sold out |
| Deere & Co | reduced -2% |
| Alphabet Inc (A) | reduced -9% |
| Meta Platforms Inc (A) | reduced -11% |
| Brookfield Asset Managmt Ltd (A) | reduced -1% |
| Costco Wholesale Corporation | reduced -14% |
| Yum Brands Inc | reduced -42% |
| Airbnb Inc (A) | reduced -70% |
| Comcast Corp New (A) | reduced -64% |
All holdings
| Company | Weight | Value | Shares | Change |
|---|---|---|---|---|
| Alphabet Inc (C) | 7,3% | 937 M$ | 2.749.860 | |
| Berkshire Hathaway Inc Del (A) | 6,5% | 832 M$ | 1.114 | |
| Berkshire Hathaway Inc Del (B) | 5,9% | 763 M$ | 1.531.971 | |
| Deere & Co | 4,5% | 578 M$ | 861.150 | reduced -2% |
| Amazon Com Inc | 3,9% | 506 M$ | 2.030.760 | |
| Brookfield Corp (A) | 3,7% | 477 M$ | 13.073.609 | |
| Apple Inc | 3,2% | 409 M$ | 1.227.290 | |
| Analog Devices Inc | 3,1% | 397 M$ | 999.671 | |
| Visa Inc (A) | 2,8% | 364 M$ | 1.013.912 | |
| Goldman Sachs Group Inc | 2,5% | 324 M$ | 359.360 | |
| Microsoft Corp | 2,1% | 276 M$ | 537.630 | |
| Caterpillar Inc | 2,1% | 266 M$ | 328.650 | |
| Home Depot Inc | 2,1% | 265 M$ | 932.000 | increased 1% |
| Blackrock Inc | 1,8% | 233 M$ | 220.200 | |
| Disney Walt Co | 1,7% | 214 M$ | 2.039.165 | |
| Texas Instrs Inc | 1,6% | 203 M$ | 724.000 | |
| Watsco Inc | 1,5% | 189 M$ | 623.010 | increased 4% |
| Franco Nev Corp | 1,5% | 187 M$ | 787.000 | increased 2% |
| Alphabet Inc (A) | 1,4% | 179 M$ | 519.975 | reduced -9% |
| Lpl Finl Hldgs Inc | 1,3% | 173 M$ | 566.132 | increased 1% |
| Johnson & Johnson | 1,3% | 162 M$ | 610.800 | |
| Progressive Corp | 1,2% | 156 M$ | 753.750 | |
| Meta Platforms Inc (A) | 1,2% | 152 M$ | 209.163 | reduced -11% |
| American Express Co | 1,2% | 149 M$ | 490.450 | |
| Lowes Cos Inc | 1,1% | 140 M$ | 761.480 | increased 1% |
| Blackstone Inc | 1,1% | 138 M$ | 1.229.000 | |
| Schwab Charles Corp | 1,1% | 136 M$ | 1.394.800 | |
| Rli Corp | 1,0% | 134 M$ | 2.421.922 | increased 1% |
| Kkr & Co Inc | 1,0% | 133 M$ | 1.451.800 | |
| Marsh & Mclennan Cos Inc | 1,0% | 130 M$ | 763.500 | |
| General Dynamics Corp | 1,0% | 130 M$ | 391.000 | |
| Archer Daniels Midland Co | 0,9% | 120 M$ | 1.505.800 | |
| Apollo Global Mgmt Inc | 0,9% | 118 M$ | 1.012.500 | |
| Diageo Plc | 0,9% | 117 M$ | 1.372.208 | |
| Mastercard Incorporated (A) | 0,9% | 114 M$ | 207.540 | |
| Novo-Nordisk A S | 0,8% | 109 M$ | 2.869.774 | |
| Linde Plc | 0,8% | 105 M$ | 220.600 | increased 2% |
| Dollar Gen Corp | 0,8% | 104 M$ | 869.250 | |
| Moodys Corp | 0,8% | 97 M$ | 213.890 | |
| Brookfield Asset Managmt Ltd (A) | 0,8% | 97 M$ | 2.173.953 | reduced -1% |
| Norfolk Southn Corp | 0,7% | 87 M$ | 282.500 | |
| Heico Corp New (A) | 0,7% | 87 M$ | 379.644 | |
| Illinois Tool Wks Inc | 0,7% | 84 M$ | 327.500 | |
| Jpmorgan Chase & Co | 0,7% | 84 M$ | 252.550 | |
| Msci Inc | 0,6% | 77 M$ | 142.850 | |
| Ecolab Inc | 0,6% | 75 M$ | 274.300 | |
| Nvr Inc | 0,6% | 75 M$ | 12.167 | increased 1% |
| Old Dominion Freight Line In | 0,6% | 75 M$ | 429.150 | |
| Sunbelt Rentals Holdings Inc | 0,6% | 72 M$ | 983.207 | increased 1% |
| Rockwell Automation Inc | 0,5% | 67 M$ | 154.900 | |
| Investors Title Co Nc | 0,5% | 60 M$ | 213.300 | |
| Hanover Ins Group Inc | 0,5% | 60 M$ | 281.000 | |
| Starbucks Corp | 0,5% | 59 M$ | 623.818 | |
| Carlyle Group Inc | 0,4% | 53 M$ | 1.327.000 | |
| Thermo Fisher Scientific Inc | 0,4% | 50 M$ | 74.100 | increased 1% |
| Rollins Inc | 0,4% | 48 M$ | 1.581.025 | increased 4% |
| S&P Global Inc | 0,4% | 46 M$ | 117.690 | |
| Tyson Foods Inc (A) | 0,4% | 46 M$ | 913.500 | |
| Union Pac Corp | 0,4% | 45 M$ | 166.028 | increased 3% |
| Hagerty Inc (A) | 0,3% | 42 M$ | 3.108.000 | |
| Mercadolibre Inc | 0,3% | 42 M$ | 24.200 | increased 1% |
| Rtx Corporation | 0,3% | 42 M$ | 224.000 | |
| Ferguson Enterprises Inc | 0,3% | 41 M$ | 184.200 | increased 2% |
| Cisco Sys Inc | 0,3% | 38 M$ | 355.500 | |
| Aon Plc (A) | 0,3% | 38 M$ | 135.800 | |
| Factset Resh Sys Inc | 0,3% | 37 M$ | 135.376 | |
| Hca Healthcare Inc | 0,3% | 36 M$ | 84.972 | increased 1% |
| Marriott Intl Inc New (A) | 0,3% | 35 M$ | 99.750 | |
| Allstate Corp | 0,3% | 34 M$ | 154.550 | |
| Lockheed Martin Corp | 0,3% | 33 M$ | 65.213 | |
| Price T Rowe Group Inc | 0,3% | 33 M$ | 314.000 | |
| United Rentals Inc | 0,2% | 31 M$ | 31.150 | |
| Costco Wholesale Corporation | 0,2% | 31 M$ | 33.748 | reduced -14% |
| Sherwin Williams Co | 0,2% | 30 M$ | 94.172 | |
| Zoetis Inc (A) | 0,2% | 30 M$ | 425.296 | increased 542% |
| Accenture Plc Ireland | 0,2% | 29 M$ | 159.400 | |
| Lamar Advertising Co (A) | 0,2% | 28 M$ | 193.000 | |
| Csx Corp | 0,2% | 28 M$ | 597.500 | increased 2% |
| Verisk Analytics Inc | 0,2% | 26 M$ | 155.950 | |
| Air Products And Chemicals I | 0,2% | 26 M$ | 92.750 | increased 5% |
| Crown Hldgs Inc | 0,2% | 23 M$ | 220.000 | |
| Brown Forman Corp (A) | 0,2% | 23 M$ | 843.000 | |
| Renaissancere Hldgs Ltd | 0,2% | 22 M$ | 70.000 | |
| Philip Morris Intl Inc | 0,2% | 22 M$ | 114.500 | |
| Enterprise Prods Partners L | 0,2% | 22 M$ | 612.000 | increased 8% |
| Comfort Sys Usa Inc | 0,2% | 22 M$ | 13.000 | |
| Yum Brands Inc | 0,2% | 19 M$ | 142.059 | reduced -42% |
| Applied Matls Inc | 0,1% | 19 M$ | 36.350 | |
| Bank Of Ny Mellon Corp | 0,1% | 18 M$ | 124.500 | |
| Sei Invts Co | 0,1% | 18 M$ | 173.200 | |
| Capital One Finl Corp | 0,1% | 18 M$ | 91.000 | |
| Wells Fargo & Co | 0,1% | 16 M$ | 204.450 | |
| Hexcel Corp New | 0,1% | 16 M$ | 189.000 | |
| Nike Inc (B) | 0,1% | 16 M$ | 447.400 | |
| Shopify Inc (A) | 0,1% | 15 M$ | 102.750 | |
| Paychex Inc | 0,1% | 15 M$ | 150.000 | |
| Carrier Global Corporation | 0,1% | 13 M$ | 240.000 | increased 2% |
| Cme Group Inc | 0,1% | 13 M$ | 49.750 | |
| Spotify Technology S A | 0,1% | 13 M$ | 25.900 | |
| Iqvia Hldgs Inc | 0,1% | 13 M$ | 46.900 | |
| Brown Forman Corp (B) | 0,1% | 12 M$ | 474.187 | |
| Pepsico Inc | 0,1% | 12 M$ | 96.210 | |
| Cboe Global Mkts Inc | 0,1% | 12 M$ | 43.700 | |
| Hershey Co | 0,1% | 12 M$ | 75.000 | |
| Airbnb Inc (A) | 0,1% | 12 M$ | 73.355 | reduced -70% |
| Equifax Inc | 0,1% | 10 M$ | 72.850 | |
| Exxonmobil Holdings Ord | 0,1% | 10 M$ | 60.400 | new |
| Uber Technologies Inc | 0,1% | 10 M$ | 142.500 | |
| Otis Worldwide Corp | 0,1% | 9 M$ | 145.620 | increased 9% |
| Insperity Inc | 0,1% | 8 M$ | 181.336 | |
| Sony Group Corp | 0,1% | 8 M$ | 335.000 | |
| Carmax Inc | 0,1% | 8 M$ | 136.500 | |
| Huntington Ingalls Inds Inc | 0,1% | 7 M$ | 27.500 | |
| Canadian Pacific Kansas City | 0,1% | 7 M$ | 79.500 | increased 9% |
| Canadian Natl Ry Co | 0,0% | 6 M$ | 53.500 | |
| Comcast Corp New (A) | 0,0% | 6 M$ | 288.334 | reduced -64% |
| Graham Hldgs Co (B) | 0,0% | 6 M$ | 5.200 | |
| Eastman Chem Co | 0,0% | 5 M$ | 74.950 | |
| Netflix Inc. | 0,0% | 5 M$ | 67.500 | increased 69% |
| Intercontinental Exchange In | 0,0% | 4 M$ | 28.870 | |
| Berkley W R Corp | 0,0% | 4 M$ | 60.750 | |
| Weyerhaeuser Co | 0,0% | 4 M$ | 202.000 | increased 68% |
| Brunswick Corp | 0,0% | 3 M$ | 51.250 | |
| Acuity Inc | 0,0% | 3 M$ | 9.750 | |
| Mgm Resorts International | 0,0% | 3 M$ | 87.500 | |
| Eagle Matls Inc | 0,0% | 3 M$ | 14.750 | |
| Sysco Corp | 0,0% | 2 M$ | 30.500 | |
| Zebra Technologies Corporati (A) | 0,0% | 2 M$ | 6.300 | new |
| Mobility Global Inc | 0,0% | 2 M$ | 117.690 | new |
| Silicon Laboratories Inc | 0,0% | 2 M$ | 8.292 | new |
| Tyler Technologies Inc | 0,0% | 2 M$ | 5.400 | new |
| Vista Gold Corp | 0,0% | 2 M$ | 615.000 | new |
| Dominos Pizza Inc | 0,0% | 2 M$ | 5.500 | |
| Willscot Hldgs Corp (A) | 0,0% | 2 M$ | 90.000 | new |
| Xpo Inc | 0,0% | 2 M$ | 8.674 | new |
| Xylem Inc | 0,0% | 1 M$ | 12.283 | new |
| Watts Water Technologies Inc (A) | 0,0% | 1 M$ | 3.377 | new |
| Ufp Industries Inc | 0,0% | 1 M$ | 14.000 | increased 250% |
| Valvoline Inc | 0,0% | 1 M$ | 33.760 | new |
| Xpel Inc | 0,0% | 921.916 | 20.872 | new |
| Toast Inc (A) | 0,0% | 782.730 | 27.000 | new |
| Chiron Real Estate Inc | 0,0% | 751.894 | 21.631 | new |
| Siteone Landscape Supply Inc | 0,0% | 718.506 | 7.956 | new |
| Copart Inc | 0,0% | 272.800 | 10.000 | new |
| Vulcan Matls Co | 0,0% | 234.356 | 958 | new |
Public SEC data (EDGAR). A 13F is filed up to 45 days after the quarter ends, only covers US-listed stocks and does not say at what price they were bought. This is not investment advice.
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