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.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 114 of 131 rows. Rows without a quote are marked unavailable.
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 6.51% | - | 1,114 | $455.57M | No quote | No quote |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 5.98% | - | 1,531,971 | $418.26M | No quote | No quote |
| 3 | BAM | BROOKFIELD ASSET MGMT INC | 5.54% | - | 8,715,741 | $387.59M | $44.47 | No quote |
| 4 | GOOG | ALPHABET INC | 4.30% | - | 137,493 | $300.76M | $2187.43 | |
| 5 | HD | HOME DEPOT INC | 3.61% | - | 920,000 | $252.33M | $274.27 | |
| 6 | DEO | DIAGEO PLC | 3.36% | - | 1,350,208 | $235.1M | $174.12 | |
| 7 | DE | DEERE & CO | 3.24% | - | 755,800 | $226.34M | $299.47 | |
| 8 | AMZN | AMAZON COM INC | 3.01% | - | 1,981,360 | $210.44M | $106.21 | |
| 9 | V | VISA INC | 2.71% | - | 962,779 | $189.56M | $196.89 | |
| 10 | DIS | DISNEY WALT CO | 2.65% | - | 1,966,665 | $185.65M | $94.40 | |
| 11 | AAPL | APPLE INC | 2.36% | - | 1,206,990 | $165.02M | $136.72 | |
| 12 | ADI | ANALOG DEVICES INC | 2.26% | - | 1,083,071 | $158.23M | $146.09 | |
| 13 | RLI | RLI CORP | 2.00% | - | 1,197,272 | $139.59M | $116.59 | |
| 14 | BLK | BLACKROCK INC | 1.92% | - | 220,200 | $134.11M | $609.04 | |
| 15 | MSFT | MICROSOFT CORP | 1.76% | - | 479,980 | $123.27M | $256.83 | |
| 16 | NVO | NOVO-NORDISK A S | 1.71% | - | 1,075,000 | $119.79M | $111.43 | |
| 17 | ADM | ARCHER DANIELS MIDLAND CO | 1.62% | - | 1,463,300 | $113.55M | $77.60 | |
| 18 | BX | BLACKSTONE GROUP INC | 1.60% | - | 1,229,000 | $112.12M | $91.23 | |
| 19 | TXN | TEXAS INSTRS INC | 1.59% | - | 724,000 | $111.24M | $153.65 | |
| 20 | JNJ | JOHNSON & JOHNSON | 1.55% | - | 610,800 | $108.42M | $177.51 | |
| 21 | WSO | WATSCO INC | 1.52% | - | 443,750 | $105.98M | $238.82 | |
| 22 | LOW | LOWES COS INC | 1.47% | - | 590,480 | $103.14M | $174.67 | |
| 23 | GS | GOLDMAN SACHS GROUP INC | 1.46% | - | 344,860 | $102.43M | $297.02 | |
| 24 | MMC | MARSH & MCLENNAN COS INC | 1.39% | - | 624,600 | $96.97M | No quote | No quote |
| 25 | PGR | PROGRESSIVE CORP | 1.25% | - | 753,750 | $87.64M | $116.27 | |
| 26 | GD | GENERAL DYNAMICS CORP | 1.24% | - | 391,000 | $86.51M | $221.25 | |
| 27 | SCHW | SCHWAB CHARLES CORP | 1.00% | - | 1,103,300 | $69.71M | $63.18 | |
| 28 | AXP | AMERICAN EXPRESS CO | 0.96% | - | 484,250 | $67.13M | $138.62 | |
| 29 | KKR | KKR & CO INC | 0.94% | - | 1,424,808 | $65.96M | $46.29 | |
| 30 | MA | MASTERCARD INCORPORATED | 0.94% | - | 207,540 | $65.47M | $315.47 | |
| 31 | ITW | ILLINOIS TOOL WKS INC | 0.85% | - | 327,500 | $59.69M | $182.26 | |
| 32 | MSCI | MSCI INC | 0.84% | - | 141,950 | $58.5M | $412.15 | |
| 33 | MCO | MOODYS CORP | 0.83% | - | 212,990 | $57.93M | $271.97 | |
| 34 | BF/A | BROWN FORMAN CORPCUSIP 115637100 | 0.82% | - | 843,000 | $57.02M | No quote | No quote |
| 35 | NSC | NORFOLK SOUTHN CORP | 0.75% | - | 229,500 | $52.16M | $227.29 | |
| 36 | CAT | CATERPILLAR INC | 0.73% | - | 287,500 | $51.39M | $178.76 | |
| 37 | SPGI | S&P GLOBAL INC | 0.72% | - | 149,790 | $50.49M | $337.06 | |
| 38 | APO | APOLLO GLOBAL MGMT INC | 0.70% | - | 1,012,500 | $49.09M | $48.48 | |
| 39 | REGN | REGENERON PHARMACEUTICALS | 0.68% | - | 80,300 | $47.47M | $591.12 | |
| 40 | FDS | FACTSET RESH SYS INC | 0.64% | - | 116,720 | $44.89M | $384.56 | |
| 41 | ACN | ACCENTURE PLC IRELAND | 0.63% | - | 159,400 | $44.26M | $277.66 | |
| 42 | ROL | ROLLINS INC | 0.63% | - | 1,262,275 | $44.08M | $34.92 | |
| 43 | WHR | WHIRLPOOL CORP | 0.62% | - | 282,049 | $43.68M | $154.87 | |
| 44 | ECL | ECOLAB INC | 0.60% | - | 274,300 | $42.18M | $153.76 | |
| 45 | SBUX | STARBUCKS CORP | 0.58% | - | 532,318 | $40.67M | $76.39 | |
| 46 | CG | CARLYLE GROUP INC | 0.56% | - | 1,237,000 | $39.17M | $31.66 | |
| 47 | NVR | NVR INC | 0.55% | - | 9,659 | $38.68M | $4004.04 | |
| 48 | DG | DOLLAR GEN CORP NEW | 0.54% | - | 152,750 | $37.49M | $245.43 | |
| 49 | NKE | NIKE INC | 0.53% | - | 366,000 | $37.41M | $102.20 | |
| 50 | GOOGL | ALPHABET INC | 0.52% | - | 16,650 | $36.29M | $2179.28 | |
| 51 | HEI/A | HEICO CORP NEWCUSIP 422806208 | 0.52% | - | 343,144 | $36.16M | No quote | No quote |
| 52 | TROW | PRICE T ROWE GROUP INC | 0.51% | - | 314,000 | $35.67M | $113.61 | |
| 53 | ATVI | ACTIVISION BLIZZARD INC | 0.50% | - | 453,600 | $35.32M | No quote | No quote |
| 54 | MMM | 3M CO | 0.50% | - | 269,750 | $34.91M | $129.41 | |
| 55 | - | HAGERTY INCCUSIP 405166909 | 0.49% | - | 3,000,000 | $34.47M | No quote | No quote |
| 56 | ITIC | INVESTORS TITLE CO NC | 0.48% | - | 213,300 | $33.47M | $156.89 | |
| 57 | BF/B | BROWN FORMAN CORPCUSIP 115637209 | 0.48% | - | 474,187 | $33.27M | No quote | No quote |
| 58 | TSN | TYSON FOODS INC | 0.47% | - | 384,500 | $33.09M | $86.06 | |
| 59 | ROK | ROCKWELL AUTOMATION INC | 0.44% | - | 154,900 | $30.87M | $199.31 | |
| 60 | CVS | CVS HEALTH CORP | 0.44% | - | 332,000 | $30.76M | $92.66 | |
| 61 | SEIC | SEI INVTS CO | 0.43% | - | 559,200 | $30.21M | $54.02 | |
| 62 | META | FACEBOOK INC | 0.42% | - | 184,029 | $29.67M | $161.25 | |
| 63 | SRCL | STERICYCLE INC | 0.41% | - | 656,700 | $28.8M | No quote | No quote |
| 64 | CMCSA | COMCAST CORP NEW | 0.41% | - | 724,912 | $28.45M | $39.24 | |
| 65 | LIN | LINDE PLC | 0.39% | - | 94,400 | $27.14M | $287.52 | |
| 66 | JPM | JPMORGAN CHASE & CO | 0.35% | - | 216,550 | $24.39M | $112.61 | |
| 67 | LBRDA | LIBERTY BROADBAND CORP | 0.33% | - | 205,250 | $23.31M | $113.55 | |
| 68 | RTX | RAYTHEON TECHNOLOGIES CORP | 0.31% | - | 224,000 | $21.53M | $96.11 | |
| 69 | SHW | SHERWIN WILLIAMS CO | 0.30% | - | 94,172 | $21.09M | $223.91 | |
| 70 | HCSG | HEALTHCARE SVCS GROUP INC | 0.30% | - | 1,200,500 | $20.9M | $17.41 | |
| 71 | ENOV | COLFAX CORP | 0.30% | - | 378,356 | $20.81M | $55.00 | |
| 72 | LBRDK | LIBERTY BROADBAND CORP | 0.28% | - | 172,113 | $19.9M | $115.63 | |
| 73 | LSXMK | LIBERTY MEDIA CORP DEL | 0.27% | - | 522,000 | $18.82M | No quote | No quote |
| 74 | COST | COSTCO WHSL CORP NEW | 0.27% | - | 39,150 | $18.76M | $479.28 | |
| 75 | AON | AON PLC | 0.27% | - | 69,000 | $18.61M | $269.68 | |
| 76 | UNP | UNION PAC CORP | 0.26% | - | 85,778 | $18.3M | $213.28 | |
| 77 | PAYX | PAYCHEX INC | 0.24% | - | 150,000 | $17.08M | $113.87 | |
| 78 | ESAB | ESAB CORPORATION | 0.24% | - | 378,356 | $16.55M | $43.75 | |
| 79 | FDX | FEDEX CORP | 0.24% | - | 73,000 | $16.55M | $226.71 | |
| 80 | PEP | PEPSICO INC | 0.23% | - | 96,210 | $16.03M | $166.66 | |
| 81 | LSXMA | LIBERTY MEDIA CORP DEL | 0.22% | - | 426,000 | $15.35M | No quote | No quote |
| 82 | BK | BANK NEW YORK MELLON CORP | 0.21% | - | 357,750 | $14.92M | $41.71 | |
| 83 | ALL | ALLSTATE CORP | 0.21% | - | 117,050 | $14.83M | $126.72 | |
| 84 | CSCO | CISCO SYS INC | 0.21% | - | 342,000 | $14.58M | $42.64 | |
| 85 | VRSK | VERISK ANALYTICS INC | 0.21% | - | 83,000 | $14.37M | $173.10 | |
| 86 | AMT | AMERICAN TOWER CORP NEW | 0.19% | - | 51,910 | $13.27M | $255.62 | |
| 87 | CABO | CABLE ONE INC | 0.19% | - | 10,200 | $13.15M | $1289.41 | |
| 88 | EFX | EQUIFAX INC | 0.18% | - | 69,550 | $12.71M | $182.76 | |
| 89 | TPL | TEXAS PACIFIC LAND CORPORATI | 0.17% | - | 7,900 | $11.76M | No quote | No quote |
| 90 | PM | PHILIP MORRIS INTL INC | 0.16% | - | 114,500 | $11.31M | $98.74 | |
| 91 | THG | HANOVER INS GROUP INC | 0.16% | - | 76,000 | $11.12M | $146.26 | |
| 92 | CCK | CROWN HLDGS INC | 0.15% | - | 116,000 | $10.69M | $92.18 | |
| 93 | HXL | HEXCEL CORP NEW | 0.14% | - | 189,000 | $9.89M | $52.31 | |
| 94 | CARR | CARRIER GLOBAL CORPORATION | 0.12% | - | 235,000 | $8.38M | $35.66 | |
| 95 | OTIS | OTIS WORLDWIDE CORP | 0.12% | - | 114,620 | $8.1M | $70.68 | |
| 96 | TRUP | TRUPANION INC | 0.11% | - | 133,400 | $8.04M | $60.25 | |
| 97 | TRU | TRANSUNION | 0.11% | - | 96,550 | $7.72M | $80.00 | |
| 98 | WFC | WELLS FARGO CO NEW | 0.11% | - | 195,450 | $7.66M | $39.17 | |
| 99 | NFLX | NETFLIX INC | 0.11% | - | 43,000 | $7.52M | $174.88 | |
| 100 | EA | ELECTRONIC ARTS INC | 0.10% | - | 56,800 | $6.91M | No quote | No quote |
| 101 | OI | O-I GLASS INC | 0.09% | - | 468,100 | $6.55M | No quote | No quote |
| 102 | LMT | LOCKHEED MARTIN CORP | 0.07% | - | 10,863 | $4.67M | $429.90 | |
| 103 | SONY | SONY CORP | 0.06% | - | 49,680 | $4.06M | $81.78 | |
| 104 | LBTYA | LIBERTY GLOBAL PLC | 0.05% | - | 179,000 | $3.77M | $21.04 | |
| 105 | MRVL | MARVELL TECHNOLOGY INC | 0.05% | - | 85,000 | $3.7M | $43.53 | |
| 106 | TMO | THERMO FISHER SCIENTIFIC INC | 0.05% | - | 6,500 | $3.53M | $543.23 | |
| 107 | MTSI | MACOM TECH SOLUTIONS HLDGS I | 0.05% | - | 69,000 | $3.18M | $46.10 | |
| 108 | BALL | BALL CORP | 0.05% | - | 46,000 | $3.16M | $68.78 | |
| 109 | GHC | GRAHAM HLDGS CO | 0.04% | - | 5,200 | $2.95M | $566.73 | |
| 110 | WRB | BERKLEY W R CORP | 0.04% | - | 40,500 | $2.77M | $68.27 | |
| 111 | IFF | INTERNATIONAL FLAVORS&FRAGRA | 0.04% | - | 23,000 | $2.74M | $119.13 | |
| 112 | BAMR | BROOKFIELD ASSET MGMT REINS | 0.04% | - | 60,101 | $2.68M | No quote | No quote |
| 113 | SPOT | SPOTIFY TECHNOLOGY S A | 0.03% | - | 25,900 | $2.43M | $93.86 | |
| 114 | CBRL | CRACKER BARREL OLD CTRY STOR | 0.03% | - | 27,500 | $2.3M | $83.49 | |
| 115 | ODFL | OLD DOMINION FREIGHT LINE IN | 0.03% | - | 8,000 | $2.05M | $256.25 | |
| 116 | SHOP | SHOPIFY INC | 0.03% | - | 62,500 | $1.95M | $31.25 | |
| 117 | SMG | SCOTTS MIRACLE-GRO CO | 0.03% | - | 23,500 | $1.86M | $78.98 | |
| 118 | HGTYWS | HAGERTY INC | 0.02% | - | 540,000 | $1.65M | No quote | No quote |
| 119 | EMN | EASTMAN CHEM CO | 0.02% | - | 17,450 | $1.57M | $89.74 | |
| 120 | PYPL | PAYPAL HLDGS INC | 0.02% | - | 22,261 | $1.56M | $69.85 | |
| 121 | WTW | WILLIS TOWERS WATSON PLC LTD | 0.02% | - | 6,507 | $1.29M | $197.48 | |
| 122 | VNT | VONTIER CORPORATION | 0.02% | - | 49,873 | $1.15M | $22.98 | |
| 123 | CSGP | COSTAR GROUP INC | 0.02% | - | 18,600 | $1.12M | $60.38 | |
| 124 | INTU | INTUIT | 0.01% | - | 2,720 | $1.05M | $385.29 | |
| 125 | LAMR | LAMAR ADVERTISING CO NEW | 0.01% | - | 8,500 | $748K | $88.00 | |
| 126 | IT | GARTNER INC | 0.01% | - | 3,000 | $726K | $242.00 | |
| 127 | AXTA | AXALTA COATING SYS LTD | 0.01% | - | 28,442 | $629K | $22.12 | |
| 128 | CE | CELANESE CORP DEL | 0.01% | - | 4,800 | $564K | $117.50 | |
| 129 | ICE | INTERCONTINENTAL EXCHANGE IN | 0.01% | - | 5,120 | $481K | $93.95 | |
| 130 | UA | UNDER ARMOUR INC | 0.00% | - | 25,304 | $192K | $7.59 | |
| 131 | DCT | DUCK CREEK TECHNOLOGIES INC | 0.00% | - | 12,250 | $182K | No quote | No quote |