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Thomas Gayner
Markel Group
Portfolio Value: $11.94B
Holdings: 205
Period: Q1 2026
| Stock | MOI Signal Rank▼ | % of Portfolio▼ | Recent Activity▼ | Shares | Value▼ | Reported Price | Current Price | Change▼ |
|---|---|---|---|---|---|---|---|---|
| SUNB | 6.0 | 0.53% | Buy | 963.4K | $62.7M | $65.09 | — | — |
| MELI | 5.8 | 0.08% | Buy | 5.5K | $9.4M | $1729.02 | — | — |
| EBTC | 5.8 | 0.06% | Buy | 202.0K | $7.6M | $37.84 | — | — |
| WY | 5.8 | 0.00% | Buy | 17.5K | $428K | $24.43 | — | — |
| CSX | 4.4 | 0.18% | Add 20% | 530.0K | $21.8M | $41.05 | — | — |
| XOM | 4.3 | 0.07% | Add 24% | 47.0K | $8.0M | $169.66 | — | — |
| CSIQ | 4.3 | 0.05% | Add 20% | 53.5K | $5.5M | $102.77 | — | — |
| ICE | 4.3 | 0.04% | Add 38% | 28.9K | $4.5M | $157.28 | — | — |
| BRO | 4.3 | 0.01% | Add 27% | 14.0K | $913K | $65.21 | — | — |
| V | 3.6 | 2.35% | Add 1% | 928.2K | $280.5M | $302.24 | $318.79 | +5.5% |
| GOOG | 3.5 | 5.89% | Hold | 2.45M | $703.6M | $286.86 | $397.05 | +38.4% |
| WSO-B | 3.4 | 1.65% | Add 1% | 540.6K | $196.7M | $363.79 | — | — |
| 988498101 | 3.4 | 0.32% | Add 8% | 245.2K | $38.1M | $155.48 | — | — |
| UNP | 3.4 | 0.28% | Add 7% | 139.2K | $33.8M | $242.62 | $264.65 | +9.1% |
| TMO | 3.4 | 0.28% | Add 7% | 67.1K | $33.0M | $491.53 | — | — |
| FDS | 3.4 | 0.20% | Add 14% | 112.4K | $24.4M | $216.99 | — | — |
| 009158106 | 3.4 | 0.18% | Add 6% | 75.5K | $21.9M | $290.49 | — | — |
| DE | 3.3 | 4.14% | Hold | 877.9K | $494.5M | $563.30 | — | — |
| FNV | 3.3 | 1.47% | Add 4% | 708.5K | $175.0M | $247.05 | — | — |
| 548661107 | 3.3 | 1.34% | Add 1% | 676.7K | $159.9M | $236.28 | — | — |
| HSY | 3.3 | 0.13% | Add 11% | 75.0K | $15.6M | $207.89 | — | — |
| CME | 3.3 | 0.12% | Add 9% | 49.8K | $14.7M | $295.35 | — | — |
| AUVI | 3.3 | 0.10% | Add 7% | 36.4K | $12.4M | $341.79 | — | — |
| HII | 3.3 | 0.09% | Add 8% | 27.5K | $10.4M | $379.90 | — | — |
| CP | 3.3 | 0.04% | Add 18% | 59.5K | $4.7M | $78.66 | $86.04 | +9.4% |
| NSP | 3.3 | 0.04% | Add 19% | 181.3K | $4.9M | $27.04 | — | — |
| BC-PC | 3.3 | 0.03% | Add 7% | 51.3K | $3.7M | $72.76 | — | — |
| AXP | 3.2 | 1.22% | Add <1% | 480.4K | $145.3M | $302.48 | — | — |
| MMC | 3.2 | 1.08% | Add <1% | 743.0K | $128.9M | $173.45 | — | — |
| SNVXX | 3.1 | 0.99% | Add 1% | 1.25M | $117.9M | $93.98 | — | — |
| LIN | 3.1 | 0.82% | Add 2% | 197.2K | $97.8M | $495.76 | — | — |
| ODFL | 3.0 | 0.69% | Add 2% | 423.1K | $82.7M | $195.40 | — | — |
| 62944T105 | 3.0 | 0.66% | Add 1% | 11.9K | $78.5M | $6589.83 | — | — |
| ROL | 3.0 | 0.64% | Add 1% | 1.44M | $76.7M | $53.41 | — | — |
| NSC | 3.0 | 0.61% | Add 4% | 253.5K | $72.8M | $287.00 | — | — |
| DEO | 3.0 | 0.49% | Add <1% | 786.9K | $58.6M | $74.45 | — | — |
| TSNU | 3.0 | 0.47% | Add 1% | 879.5K | $56.3M | $64.07 | — | — |
| BRK-B | 2.9 | 3.15% | Hold | 524 | $376.3M | $718140.00 | — | — |
| MSFT | 2.9 | 1.59% | Add <1% | 514.0K | $190.3M | $370.17 | $415.12 | +12.1% |
| AON | 2.9 | 0.36% | Add 1% | 134.3K | $43.3M | $322.78 | — | — |
| FERG | 2.9 | 0.33% | Add 4% | 170.7K | $39.8M | $233.26 | $241.34 | +3.5% |
| LMT | 2.9 | 0.33% | Add 1% | 65.2K | $39.4M | $604.39 | — | — |
| HCA | 2.9 | 0.33% | Add 2% | 82.4K | $39.0M | $473.24 | — | — |
| MAR | 2.9 | 0.26% | Add 4% | 93.8K | $30.7M | $327.07 | — | — |
| ABNB | 2.9 | 0.26% | Add 1% | 242.4K | $30.6M | $126.28 | — | — |
| LAMR | 2.9 | 0.20% | Add 4% | 193.0K | $24.4M | $126.66 | — | — |
| CCK | 2.9 | 0.18% | Add 4% | 217.0K | $21.8M | $100.25 | — | — |
| OZKAP | 2.8 | 0.12% | Add 2% | 124.5K | $14.8M | $118.63 | — | — |
| CBOE | 2.8 | 0.10% | Add 5% | 43.7K | $12.3M | $281.07 | — | — |
| UBER | 2.8 | 0.09% | Add 2% | 142.5K | $10.3M | $71.93 | $75.45 | +4.9% |
| EGBN | 2.8 | 0.02% | Hold | 14.8K | $2.8M | $189.45 | $26.38 | -86.1% |
| ADI | 2.7 | 2.70% | Hold | 1.01M | $322.4M | $318.14 | — | — |
| AAPL | 2.6 | 2.51% | Hold | 1.18M | $299.2M | $253.79 | — | — |
| GSBD | 2.6 | 2.38% | Hold | 335.7K | $284.0M | $845.99 | — | — |
| CAT | 2.4 | 1.89% | Hold | 318.6K | $225.8M | $708.46 | — | — |
| AMZN | 2.3 | 3.28% | Hold | 1.88M | $392.0M | $208.27 | $272.68 | +30.9% |
| BN | 2.3 | 2.82% | Hold | 8.32M | $336.5M | $40.47 | $47.08 | +16.3% |
| HD | 2.3 | 1.77% | Hold | 643.1K | $211.5M | $328.89 | — | — |
| BRK.B | 2.3 | 1.72% | Hold | 427.5K | $204.9M | $479.20 | — | — |
| BKT | 2.3 | 1.68% | Hold | 208.2K | $200.2M | $961.71 | — | — |
| DG | 2.3 | 0.86% | Hold | 865.8K | $102.8M | $118.73 | $113.29 | -4.6% |
| MA | 2.3 | 0.78% | Hold | 187.6K | $93.7M | $499.66 | $495.48 | -0.8% |
| 50212V100 | 2.1 | 1.41% | Hold | 557.7K | $167.8M | $300.83 | — | — |
| DIS | 2.1 | 1.27% | Hold | 1.58M | $152.0M | $96.38 | — | — |
| JNJ | 2.1 | 1.20% | Hold | 584.1K | $142.8M | $244.44 | — | — |
| TXRH | 2.1 | 1.18% | Hold | 724.0K | $140.6M | $194.14 | — | — |
| PGR | 2.0 | 1.15% | Hold | 693.8K | $137.5M | $198.24 | — | — |
| BX | 2.0 | 1.15% | Hold | 1.19M | $137.4M | $114.99 | — | — |
| KKR | 2.0 | 1.11% | Hold | 1.43M | $132.6M | $92.50 | — | — |
| META | 2.0 | 1.09% | Hold | 226.7K | $129.7M | $572.13 | $609.63 | +6.6% |
| RLI | 2.0 | 1.05% | Hold | 2.20M | $125.6M | $57.04 | — | — |
| GD | 2.0 | 1.00% | Hold | 347.0K | $119.1M | $343.22 | — | — |
| APOS | 1.9 | 0.92% | Hold | 990.0K | $110.3M | $111.42 | — | — |
| ACHR | 1.9 | 0.81% | Hold | 1.34M | $97.0M | $72.69 | — | — |
| MCO | 1.8 | 0.70% | Hold | 192.8K | $84.1M | $436.25 | $451.32 | +3.5% |
| ITW | 1.8 | 0.68% | Hold | 310.6K | $80.9M | $260.29 | — | — |
| HEI-A | 1.8 | 0.65% | Hold | 367.4K | $77.6M | $211.09 | — | — |
| 55354G100 | 1.8 | 0.64% | Hold | 141.8K | $76.5M | $539.01 | — | — |
| JPM | 1.8 | 0.62% | Hold | 252.6K | $74.3M | $294.16 | — | — |
| ECL | 1.8 | 0.56% | Hold | 251.3K | $66.9M | $266.02 | — | — |
| CG | 1.8 | 0.52% | Hold | 1.28M | $62.1M | $48.39 | — | — |
| 670100205 | 1.8 | 0.52% | Hold | 1.68M | $61.7M | $36.75 | — | — |
| ROK | 1.7 | 0.44% | Hold | 147.0K | $52.8M | $358.88 | — | — |
| SBUX | 1.7 | 0.44% | Hold | 583.3K | $52.3M | $89.59 | — | — |
| THG | 1.7 | 0.40% | Hold | 275.0K | $47.7M | $173.35 | — | — |
| ITIC | 1.7 | 0.39% | Hold | 213.3K | $46.4M | $217.34 | — | — |
| BAM | 1.7 | 0.36% | Hold | 955.5K | $42.5M | $44.45 | — | — |
| COST | 1.7 | 0.33% | Hold | 39.1K | $39.0M | $996.43 | — | — |
| HGTY | 1.7 | 0.27% | Hold | 3.11M | $32.7M | $10.53 | — | — |
| RTX | 1.7 | 0.27% | Hold | 169.4K | $32.7M | $192.90 | — | — |
| ALL | 1.7 | 0.27% | Hold | 154.6K | $32.0M | $207.34 | — | — |
| ACN | 1.7 | 0.26% | Hold | 159.4K | $31.6M | $198.29 | — | — |
| SHW | 1.7 | 0.25% | Hold | 94.2K | $30.2M | $320.55 | — | — |
| VRSK | 1.7 | 0.24% | Hold | 153.4K | $29.1M | $189.75 | — | — |
| PRSLX | 1.6 | 0.21% | Hold | 282.0K | $25.4M | $90.14 | — | — |
| CMCSA | 1.6 | 0.20% | Hold | 828.8K | $23.8M | $28.71 | — | — |
| URI | 1.6 | 0.19% | Hold | 31.1K | $22.7M | $728.56 | — | — |
| NKE | 1.6 | 0.18% | Hold | 401.4K | $21.2M | $52.82 | — | — |
| RNR | 1.6 | 0.17% | Hold | 67.0K | $19.9M | $297.23 | — | — |
| PM | 1.6 | 0.16% | Hold | 114.5K | $18.9M | $165.34 | — | — |
| BRO | 1.6 | 0.15% | Hold | 678.4K | $18.2M | $26.79 | — | — |
| FIX | 1.6 | 0.15% | Hold | 13.0K | $17.9M | $1378.99 | — | — |
| CSCO | 1.6 | 0.13% | Hold | 207.5K | $16.1M | $77.59 | — | — |
| COF | 1.6 | 0.13% | Hold | 83.5K | $15.2M | $182.43 | — | — |
| PEP | 1.6 | 0.13% | Hold | 96.2K | $14.9M | $155.29 | — | — |
| WFC | 1.6 | 0.11% | Hold | 172.4K | $13.7M | $79.61 | — | — |
| EFX | 1.6 | 0.11% | Hold | 72.8K | $13.1M | $180.07 | — | — |
| SPOT | 1.6 | 0.11% | Hold | 25.9K | $12.6M | $484.91 | — | — |
| SHOP | 1.6 | 0.10% | Hold | 102.8K | $12.2M | $118.62 | — | — |
| HXL | 1.6 | 0.10% | Hold | 151.0K | $12.2M | $80.93 | — | — |
| CARR | 1.6 | 0.09% | Hold | 180.4K | $10.2M | $56.31 | — | — |
| SMG | 1.6 | 0.08% | Hold | 159.0K | $9.7M | $60.81 | — | — |
| 784117103 | 1.6 | 0.08% | Hold | 114.2K | $9.0M | $78.47 | — | — |
| IQV | 1.6 | 0.07% | Hold | 46.9K | $8.0M | $170.54 | — | — |
| BRO | 1.6 | 0.07% | Hold | 328.8K | $8.7M | $26.44 | — | — |
| SONY | 1.6 | 0.06% | Hold | 335.0K | $6.9M | $20.70 | — | — |
| PAYX | 1.6 | 0.06% | Hold | 80.0K | $7.4M | $92.12 | — | — |
| OTIS | 1.6 | 0.06% | Hold | 87.3K | $6.7M | $77.08 | — | — |
| KMX | 1.6 | 0.05% | Hold | 129.5K | $5.4M | $41.58 | — | — |
| EMN | 1.6 | 0.05% | Hold | 71.0K | $5.4M | $76.32 | — | — |
| GHM | 1.6 | 0.05% | Hold | 5.2K | $5.5M | $1057.26 | — | — |
| MGM | 1.6 | 0.03% | Hold | 87.5K | $3.2M | $37.01 | — | — |
| 084423102 | 1.6 | 0.03% | Hold | 60.8K | $4.0M | $66.28 | — | — |
| AYI | 1.6 | 0.02% | Hold | 9.8K | $2.7M | $280.22 | — | — |
| SYY | 1.6 | 0.02% | Hold | 30.5K | $2.2M | $71.33 | — | — |
| 25754A201 | 1.6 | 0.02% | Hold | 5.5K | $2.0M | $358.79 | — | — |
| GOOGL | 1.5 | 1.20% | Hold | 500.0K | $143.8M | $287.56 | $400.80 | +39.4% |
| SPGI | 0.0 | 0.42% | Reduce 22% | 116.7K | $49.6M | $425.34 | — | — |
| UNH | 0.0 | 0.04% | Reduce 29% | 18.7K | $5.1M | $270.59 | — | — |
| TRU | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| CHH | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| TGT | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |