Tom Gayner
Markel Group · Buys great companies for less than they're really worth and holds for the long run
Top 5 holdings: GOOG 7.4%, BRK/A 6.4%, BRK/B 5.8%, DE 4.2%, BN 4.2%
Holdings in or near the buy zone today
From stocks Tom Gayner holds · latest close
Price levels and picks are calculated automatically with the same formula for every stock — for education only, not a recommendation to buy or sell. · How it's calculated
Trades in Q2 2026
Compared with the previous quarter's report
All holdings
Weight = value of that stock ÷ total value of US stocks in the report
Portfolio value over time
Each quarter per the 13F report (value at quarter end)
Latest $13.1B
| Quarter | GOOG | BRK/A | BRK/B | DE | BN |
|---|---|---|---|---|---|
| Q2 2026 | 7.4% | 6.4% | 5.8% | 4.2% | 4.2% |
| Q1 2026 | 6.6% | 6.7% | 6.1% | 4.1% | 4.4% |
| Q4 2025 | 6.9% | 6.7% | 6.1% | 3.3% | 4.8% |
| Q3 2025 | 5.4% | 6.8% | 6.3% | 3.3% | 4.9% |
| Q2 2025 | 4.1% | 6.9% | 6.3% | 3.8% | 4.6% |
| Q1 2025 | 3.8% | 7.9% | 7.2% | 3.7% | 4.1% |
Sector breakdown
Other whales
13F reports show only US stocks held at quarter end and can be filed up to 45 days late · They exclude short sales, options and other assets · For educational purposes only — not investment advice