Quality CompounderAs of 2026-03-31
Thomas Gayner
Markel Group Inc
Thomas Gayner is the portfolio manager of Markel Group Inc, managing $11.94B in assets based on SEC 13F filings. Quality Compounder investment style.
$11.94BAUM
121Holdings
2026-03-31 Summary
6개 종목 신규 매수 (GOOG, BN, DE 등) · Top holding: GOOG 6.6%
Portfolio Heatmap
Size = portfolio weight · Color = darker for larger weightThis Quarter's Trades
2026-03-31 기준Holdings
121 positions| # | Stock ⇅ | Weight ↓ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 |  GOOGALPHABET INC | 7.68% | 2,749,860 | $788.82M | - | New Position |
| 2 |  BNBROOKFIELD CORP | 5.15% | 13,073,609 | $529.09M | - | New Position |
| 3 |  DEDEERE & CO | 4.82% | 877,900 | $494.52M | - | New Position |
| 4 |  AMZNAMAZON COM INC | 4.12% | 2,030,760 | $422.95M | - | New Position |
| 5 |  ADIANALOG DEVICES INC | 3.17% | 1,023,245 | $325.54M | - | New Position |
| 6 |  AAPLAPPLE INC | 3.03% | 1,227,290 | $311.47M | - | New Position |
| 7 |  GSGOLDMAN SACHS GROUP INC | 2.96% | 359,360 | $304.01M | - | New Position |
| 8 |  VVISA INC | 2.96% | 1,004,331 | $303.55M | - | New Position |
| 9 |  HDHOME DEPOT INC | 2.95% | 920,000 | $302.58M | - | New Position |
| 10 |  CATCATERPILLAR INC | 2.27% | 328,650 | $232.84M | - | New Position |
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