Thomas Gayner - Markel Asset Management
As of Q1 2026, Thomas Gayner reported 129 long-equity positions worth $11.94B in aggregate.
Copy-investor backtest
- Latest quarter
- -0.28%
- 1-year
- +14.31%
- 3-year
- +50.35%
- 3-year top 5
- +71.99%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
Get email alerts when Thomas Gayner files a new 13F — sign in or create a free account.
Sells
These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | Reduce -29.4% | 0.04% | 18,700 | $5.06M | $270.59 | $255.97 - $357.87(14%)$336.40 -> $270.59 |
| SPGI | S&P GLOBAL INC | Reduce -21.9% | 0.42% | 117,690 | $50.06M | $425.34 | $381.61 - $552.25(26%)$512.66 -> $425.34 |
| CMCSA | COMCAST CORP NEW | Reduce -6.3%1.067:1 split | 0.23% | 961,880 | $27.62M | $28.71 | $27.10 - $32.86(28%)$27.69 -> $28.71 |
| CHH | CHOICE HOTELS INTL INC | Sold | — | 0 | $0 | — | - |
| TGT | TARGET CORP | Sold | — | 0 | $0 | — | - |
| TRU | TRANSUNION | Sold | — | 0 | $0 | — | - |