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 132 rows. Rows without a quote are marked unavailable.
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 6.68% | - | 1,114 | $452.81M | No quote | No quote |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 6.04% | - | 1,531,971 | $409.07M | No quote | No quote |
| 3 | BAM | BROOKFIELD ASSET MGMT INC | 5.26% | - | 8,715,741 | $356.39M | $40.89 | No quote |
| 4 | GOOG | ALPHABET INC | 3.90% | -20:1 split | 2,749,860 | $264.4M | $96.15 | |
| 5 | HD | HOME DEPOT INC | 3.75% | - | 920,000 | $253.87M | $275.94 | |
| 6 | DE | DEERE & CO | 3.72% | - | 755,800 | $252.36M | $333.89 | |
| 7 | DEO | DIAGEO PLC | 3.38% | - | 1,350,208 | $229.28M | $169.81 | |
| 8 | AMZN | AMAZON COM INC | 3.31% | Add +0.1% | 1,983,360 | $224.12M | $113.00 | |
| 9 | DIS | DISNEY WALT CO | 2.77% | Add +1.3% | 1,991,665 | $187.87M | $94.33 | |
| 10 | V | VISA INC | 2.52% | - | 962,779 | $171.04M | $177.65 | |
| 11 | AAPL | APPLE INC | 2.46% | - | 1,206,990 | $166.81M | $138.20 | |
| 12 | ADI | ANALOG DEVICES INC | 2.24% | Add +0.7% | 1,090,071 | $151.89M | $139.34 | |
| 13 | RLI | RLI CORP | 1.81% | - | 1,197,272 | $122.58M | $102.38 | |
| 14 | BLK | BLACKROCK INC | 1.79% | - | 220,200 | $121.17M | $550.28 | |
| 15 | WSO | WATSCO INC | 1.76% | Add +4.2% | 462,250 | $119.01M | $257.46 | |
| 16 | ADM | ARCHER DANIELS MIDLAND CO | 1.74% | - | 1,463,300 | $117.72M | $80.45 | |
| 17 | LOW | LOWES COS INC | 1.65% | Add +1.1% | 596,980 | $112.12M | $187.81 | |
| 18 | TXN | TEXAS INSTRS INC | 1.65% | - | 724,000 | $112.06M | $154.78 | |
| 19 | MSFT | MICROSOFT CORP | 1.65% | - | 479,980 | $111.79M | $232.90 | |
| 20 | NVO | NOVO-NORDISK A S | 1.58% | - | 1,075,000 | $107.1M | $99.63 | |
| 21 | GS | GOLDMAN SACHS GROUP INC | 1.55% | Add +3.6% | 357,360 | $104.72M | $293.05 | |
| 22 | BX | BLACKSTONE INC | 1.52% | - | 1,229,000 | $102.87M | $83.70 | |
| 23 | JNJ | JOHNSON & JOHNSON | 1.47% | - | 610,800 | $99.78M | $163.36 | |
| 24 | MMC | MARSH & MCLENNAN COS INC | 1.38% | Add +0.6% | 628,500 | $93.83M | No quote | No quote |
| 25 | PGR | PROGRESSIVE CORP | 1.29% | - | 753,750 | $87.59M | $116.21 | |
| 26 | GD | GENERAL DYNAMICS CORP | 1.22% | - | 391,000 | $82.96M | $212.17 | |
| 27 | SCHW | SCHWAB CHARLES CORP | 1.18% | Add +1.2% | 1,116,300 | $80.23M | $71.87 | |
| 28 | AXP | AMERICAN EXPRESS CO | 0.96% | - | 484,250 | $65.33M | $134.91 | |
| 29 | KKR | KKR & CO INC | 0.91% | Add +0.2% | 1,427,023 | $61.36M | $43.00 | |
| 30 | MSCI | MSCI INC | 0.89% | Add +0.3% | 142,450 | $60.09M | $421.80 | |
| 31 | ITW | ILLINOIS TOOL WKS INC | 0.87% | - | 327,500 | $59.16M | $180.65 | |
| 32 | MA | MASTERCARD INCORPORATED | 0.87% | - | 207,540 | $59.01M | $284.35 | |
| 33 | BF/A | BROWN FORMAN CORPCUSIP 115637100 | 0.84% | - | 843,000 | $56.95M | No quote | No quote |
| 34 | REGN | REGENERON PHARMACEUTICALS | 0.82% | - | 80,300 | $55.32M | $688.88 | |
| 35 | MCO | MOODYS CORP | 0.77% | Add +0.2% | 213,490 | $51.9M | $243.11 | |
| 36 | NSC | NORFOLK SOUTHN CORP | 0.71% | - | 229,500 | $48.11M | $209.65 | |
| 37 | CAT | CATERPILLAR INC | 0.70% | - | 287,500 | $47.17M | $164.08 | |
| 38 | APO | APOLLO GLOBAL MGMT INC | 0.69% | - | 1,012,500 | $47.08M | $46.50 | |
| 39 | FDS | FACTSET RESH SYS INC | 0.69% | - | 116,720 | $46.7M | $400.12 | |
| 40 | SPGI | S&P GLOBAL INC | 0.68% | Add +0.3% | 150,290 | $45.89M | $305.35 | |
| 41 | SBUX | STARBUCKS CORP | 0.66% | - | 532,318 | $44.85M | $84.26 | |
| 42 | ROL | ROLLINS INC | 0.65% | Add +1.0% | 1,275,275 | $44.23M | $34.68 | |
| 43 | ACN | ACCENTURE PLC IRELAND | 0.61% | - | 159,400 | $41.01M | $257.30 | |
| 44 | DG | DOLLAR GEN CORP NEW | 0.60% | Add +11.5% | 170,250 | $40.84M | $239.85 | |
| 45 | ECL | ECOLAB INC | 0.58% | - | 274,300 | $39.61M | $144.42 | |
| 46 | HEI/A | HEICO CORP NEWCUSIP 422806208 | 0.58% | - | 343,144 | $39.33M | No quote | No quote |
| 47 | NVR | NVR INC | 0.58% | Add +1.4% | 9,789 | $39.03M | $3987.03 | |
| 48 | WHR | WHIRLPOOL CORP | 0.56% | - | 282,049 | $38.02M | $134.81 | |
| 49 | GOOGL | ALPHABET INC | 0.50% | Add +7.1%20:1 split | 356,500 | $34.1M | $95.65 | |
| 50 | CG | CARLYLE GROUP INC | 0.50% | Add +5.7% | 1,307,000 | $33.77M | $25.84 | |
| 51 | ATVI | ACTIVISION BLIZZARD INC | 0.50% | - | 453,600 | $33.72M | No quote | No quote |
| 52 | ROK | ROCKWELL AUTOMATION INC | 0.49% | - | 154,900 | $33.32M | $215.11 | |
| 53 | TROW | PRICE T ROWE GROUP INC | 0.49% | - | 314,000 | $32.97M | $105.01 | |
| 54 | CVS | CVS HEALTH CORP | 0.47% | - | 332,000 | $31.66M | $95.37 | |
| 55 | BF/B | BROWN FORMAN CORPCUSIP 115637209 | 0.47% | - | 474,187 | $31.57M | No quote | No quote |
| 56 | NKE | NIKE INC | 0.45% | - | 366,000 | $30.42M | $83.12 | |
| 57 | ITIC | INVESTORS TITLE CO NC | 0.44% | - | 213,300 | $30.08M | $141.00 | |
| 58 | MMM | 3M CO | 0.44% | - | 269,750 | $29.81M | $110.51 | |
| 59 | SRCL | STERICYCLE INC | 0.42% | Add +1.8% | 668,700 | $28.16M | No quote | No quote |
| 60 | SEIC | SEI INVTS CO | 0.40% | - | 559,200 | $27.43M | $49.05 | |
| 61 | - | HAGERTY INCCUSIP 405166909 | 0.40% | - | 3,000,000 | $26.97M | No quote | No quote |
| 62 | META | META PLATFORMS INC | 0.40% | Add +7.5% | 197,781 | $26.84M | $135.68 | |
| 63 | LIN | LINDE PLC | 0.38% | - | 94,400 | $25.45M | $269.59 | |
| 64 | TSN | TYSON FOODS INC | 0.37% | - | 384,500 | $25.35M | $65.93 | |
| 65 | CMCSA | COMCAST CORP NEW | 0.36% | Add +14.1% | 826,809 | $24.25M | $29.33 | |
| 66 | JPM | JPMORGAN CHASE & CO | 0.33% | - | 216,550 | $22.63M | $104.50 | |
| 67 | AON | AON PLC | 0.29% | Add +7.3% | 74,050 | $19.84M | $267.87 | |
| 68 | LSXMK | LIBERTY MEDIA CORP DEL | 0.29% | - | 522,000 | $19.68M | No quote | No quote |
| 69 | SHW | SHERWIN WILLIAMS CO | 0.28% | - | 94,172 | $19.28M | $204.75 | |
| 70 | COST | COSTCO WHSL CORP NEW | 0.27% | - | 39,150 | $18.49M | $472.26 | |
| 71 | RTX | RAYTHEON TECHNOLOGIES CORP | 0.27% | - | 224,000 | $18.34M | $81.86 | |
| 72 | ENOV | ENOVIS CORPORATION | 0.26% | - | 378,356 | $17.43M | $46.07 | |
| 73 | PAYX | PAYCHEX INC | 0.25% | - | 150,000 | $16.83M | $112.21 | |
| 74 | UNP | UNION PAC CORP | 0.25% | - | 85,778 | $16.71M | $194.82 | |
| 75 | LSXMA | LIBERTY MEDIA CORP DEL | 0.24% | - | 426,000 | $16.22M | No quote | No quote |
| 76 | ALL | ALLSTATE CORP | 0.24% | Add +9.8% | 128,550 | $16.01M | $124.54 | |
| 77 | PEP | PEPSICO INC | 0.23% | - | 96,210 | $15.71M | $163.26 | |
| 78 | VRSK | VERISK ANALYTICS INC | 0.23% | Add +8.4% | 90,000 | $15.35M | $170.56 | |
| 79 | LBRDA | LIBERTY BROADBAND CORP | 0.23% | - | 205,250 | $15.31M | $74.61 | |
| 80 | HCSG | HEALTHCARE SVCS GROUP INC | 0.21% | - | 1,200,500 | $14.51M | $12.09 | |
| 81 | TPL | TEXAS PACIFIC LAND CORPORATI | 0.21% | - | 7,900 | $14.04M | No quote | No quote |
| 82 | BK | BANK NEW YORK MELLON CORP | 0.21% | Add +1.0% | 361,250 | $13.92M | $38.52 | |
| 83 | CSCO | CISCO SYS INC | 0.20% | - | 342,000 | $13.68M | $40.00 | |
| 84 | THG | HANOVER INS GROUP INC | 0.19% | Add +34.2% | 102,000 | $13.07M | $128.14 | |
| 85 | FDX | FEDEX CORP | 0.19% | Add +19.9% | 87,500 | $12.99M | $148.48 | |
| 86 | LBRDK | LIBERTY BROADBAND CORP | 0.19% | - | 172,113 | $12.7M | $73.79 | |
| 87 | ESAB | ESAB CORPORATION | 0.19% | - | 378,356 | $12.62M | $33.36 | |
| 88 | EFX | EQUIFAX INC | 0.18% | Add +1.9% | 70,850 | $12.15M | $171.43 | |
| 89 | AMT | AMERICAN TOWER CORP NEW | 0.16% | - | 51,910 | $11.15M | $214.70 | |
| 90 | NFLX | NETFLIX INC | 0.15% | - | 43,000 | $10.12M | $235.44 | |
| 91 | CABO | CABLE ONE INC | 0.15% | Add +14.7% | 11,700 | $9.98M | $853.08 | |
| 92 | CCK | CROWN HLDGS INC | 0.14% | Add +4.3% | 121,000 | $9.8M | $81.02 | |
| 93 | HXL | HEXCEL CORP NEW | 0.14% | - | 189,000 | $9.78M | $51.72 | |
| 94 | PM | PHILIP MORRIS INTL INC | 0.14% | - | 114,500 | $9.51M | $83.01 | |
| 95 | CARR | CARRIER GLOBAL CORPORATION | 0.12% | - | 235,000 | $8.36M | $35.56 | |
| 96 | WFC | WELLS FARGO CO NEW | 0.12% | Add +2.6% | 200,450 | $8.06M | $40.22 | |
| 97 | CBRL | CRACKER BARREL OLD CTRY STOR | 0.12% | Add +214.6% | 86,500 | $8.01M | $92.58 | |
| 98 | OTIS | OTIS WORLDWIDE CORP | 0.11% | - | 114,620 | $7.31M | $63.80 | |
| 99 | EA | ELECTRONIC ARTS INC | 0.10% | Add +7.0% | 60,800 | $7.04M | No quote | No quote |
| 100 | OI | O-I GLASS INC | 0.09% | Add +0.1% | 468,700 | $6.07M | No quote | No quote |
| 101 | TRU | TRANSUNION | 0.09% | Add +2.6% | 99,050 | $5.89M | $59.49 | |
| 102 | MRVL | MARVELL TECHNOLOGY INC | 0.08% | Add +52.9% | 130,000 | $5.58M | $42.91 | |
| 103 | SONY | SONY GROUP CORPORATION | 0.08% | Add +60.2% | 79,596 | $5.1M | $64.06 | |
| 104 | ODFL | OLD DOMINION FREIGHT LINE IN | 0.07% | Add +143.8% | 19,500 | $4.85M | $248.72 | |
| 105 | LMT | LOCKHEED MARTIN CORP | 0.06% | - | 10,863 | $4.2M | $386.27 | |
| 106 | TMO | THERMO FISHER SCIENTIFIC INC | 0.06% | Add +20.0% | 7,800 | $3.96M | $507.18 | |
| 107 | PYPL | PAYPAL HLDGS INC | 0.04% | Add +55.4% | 34,597 | $2.98M | $86.11 | |
| 108 | GHC | GRAHAM HLDGS CO | 0.04% | - | 5,200 | $2.8M | $537.88 | |
| 109 | LBTYA | LIBERTY GLOBAL PLC | 0.04% | - | 179,000 | $2.79M | $15.59 | |
| 110 | WRB | BERKLEY W R CORP | 0.04% | - | 40,500 | $2.62M | $64.59 | |
| 111 | SHOP | SHOPIFY INC | 0.04% | Add +48.4% | 92,750 | $2.5M | $26.93 | |
| 112 | BAMR | BROOKFIELD ASSET MGMT REINS | 0.04% | - | 60,101 | $2.46M | No quote | No quote |
| 113 | SMG | SCOTTS MIRACLE-GRO CO | 0.04% | Add +144.7% | 57,500 | $2.46M | $42.75 | |
| 114 | BALL | BALL CORP | 0.03% | Add +2.2% | 47,000 | $2.27M | $48.32 | |
| 115 | SPOT | SPOTIFY TECHNOLOGY S A | 0.03% | - | 25,900 | $2.24M | $86.33 | |
| 116 | IFF | INTERNATIONAL FLAVORS&FRAGRA | 0.03% | - | 23,000 | $2.09M | $90.83 | |
| 117 | CE | CELANESE CORP DEL | 0.02% | Add +250.0% | 16,800 | $1.52M | $90.36 | |
| 118 | ICE | INTERCONTINENTAL EXCHANGE IN | 0.02% | Add +215.8% | 16,171 | $1.46M | $90.35 | |
| 119 | VNT | VONTIER CORPORATION | 0.02% | Add +73.5% | 86,509 | $1.45M | $16.70 | |
| 120 | HGTYWS | HAGERTY INC | 0.02% | - | 540,000 | $1.32M | No quote | No quote |
| 121 | WTW | WILLIS TOWERS WATSON PLC LTD | 0.02% | - | 6,507 | $1.31M | $201.01 | |
| 122 | CSGP | COSTAR GROUP INC | 0.02% | - | 18,600 | $1.3M | $69.68 | |
| 123 | TRUP | TRUPANION INC | 0.02% | Reduce -84.0% | 21,377 | $1.27M | $59.41 | |
| 124 | IT | GARTNER INC | 0.02% | Add +50.0% | 4,500 | $1.25M | $276.67 | |
| 125 | EMN | EASTMAN CHEM CO | 0.02% | - | 17,450 | $1.24M | $71.00 | |
| 126 | INTU | INTUIT | 0.02% | - | 2,720 | $1.05M | $387.13 | |
| 127 | LAMR | LAMAR ADVERTISING CO NEW | 0.01% | - | 8,500 | $701K | $82.47 | |
| 128 | AXTA | AXALTA COATING SYS LTD | 0.01% | - | 28,442 | $599K | $21.06 | |
| 129 | RNR | RENAISSANCERE HLDGS LTD | 0.00% | New | 2,000 | $281K | $140.50 | |
| 130 | DCT | DUCK CREEK TECHNOLOGIES INC | 0.00% | Add +73.5% | 21,250 | $252K | No quote | No quote |
| 131 | UA | UNDER ARMOUR INC | 0.00% | Add +52.9% | 38,691 | $231K | $5.97 | |
| 132 | MTSI | MACOM TECH SOLUTIONS HLDGS I | - | Sold | 0 | $0 | No quote | No quote |