Tom Gayner — Recent Buys
Markel Group · New and increased positions in the Q2 '26 13F filing.
Filed July 31, 2026 · Last updated
Tom Gayner opened 3 new positions and increased 23 existing holdings in the Q2 '26 filing — a combined buy footprint of $2.46B. Largest new position: ZOETIS INC at $4.8M.
New positions (3)
Increased positions (23)
| Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|
| ADI | ANALOG DEVICES INC | 999671 | $397.0M | 3.02% | +-2.3% |
| V | VISA INC | 1013912 | $347.9M | 2.65% | +1.0% |
| HD | HOME DEPOT INC | 922500 | $325.3M | 2.48% | +0.3% |
| WSO | WATSCO INC | 597750 | $249.1M | 1.90% | +2.7% |
| LOW | LOWES COS INC | 751980 | $165.8M | 1.26% | +1.8% |
| FNV | FRANCO NEV CORP | 773500 | $161.2M | 1.23% | +9.2% |
| SCHW | SCHWAB CHARLES CORP | 1394800 | $128.7M | 0.98% | +0.8% |
| LIN | LINDE PLC | 215600 | $111.9M | 0.85% | +5.4% |
| NVR | NVR INC | 12097 | $82.4M | 0.63% | +0.1% |
| SUNB | SUNBELT RENTALS HOLDINGS INC | 974361 | $72.9M | 0.56% | +1.1% |
| ROL | ROLLINS INC | 1516525 | $63.3M | 0.48% | +1.2% |
| TSN | TYSON FOODS INC | 913500 | $52.3M | 0.40% | +2.7% |
| UNP | UNION PAC CORP | 161028 | $43.8M | 0.33% | +7.2% |
| FERG | FERGUSON ENTERPRISES INC | 180200 | $42.8M | 0.33% | +5.6% |
| MAR | MARRIOTT INTL INC NEW | 99500 | $36.9M | 0.28% | +6.1% |
| TMO | THERMO FISHER SCIENTIFIC INC | 73100 | $36.6M | 0.28% | +8.9% |
| HCA | HCA HEALTHCARE INC | 84366 | $32.9M | 0.25% | +2.3% |
| CSX | CSX CORP | 584500 | $27.8M | 0.21% | +10.3% |
| APD | AIR PRODUCTS AND CHEMICALS I | 88500 | $25.9M | 0.20% | +17.2% |
| EPD | ENTERPRISE PRODS PARTNERS L | 569000 | $20.9M | 0.16% | +181.7% |
| OTIS | OTIS WORLDWIDE CORP | 133620 | $9.6M | 0.07% | +16.6% |
| XOM | EXXON MOBIL CORP | 56100 | $7.7M | 0.06% | +19.4% |
| CP | CANADIAN PACIFIC KANSAS CITY | 73000 | $6.3M | 0.05% | +22.7% |