TG
Quality CompounderAs of 2026-06-30
Thomas Gayner
Markel Group Inc
Co-CEO and Chief Investment Officer of Markel Group. Allocates insurance subsidiary capital into long-duration public equity and private acquisitions in a deliberate "mini-Berkshire" model. A disciplined value investor in the Buffett tradition with notably low portfolio turnover.
$13.13BAUM
122Holdings
2026-06-30 Summary
6개 종목 추가 매수 (WY, MELI, EPD 등) · 3개 비중 축소 · Top holding: GOOG 7.4%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2026-06-30 기준
Holdings
122 positions| # | Stock ⇅ | Weight ⇅ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 |  GOOGALPHABET INC | 7.40% | 2,749,860 | $971.61M | +0.00% | No Change |
| 2 |  DEDEERE & CO | 4.24% | 877,900 | $556.88M | +0.00% | No Change |
| 3 |  BNBROOKFIELD CORP | 4.24% | 13,073,609 | $556.81M | +0.00% | No Change |
| 4 |  AMZNAMAZON COM INC | 3.69% | 2,030,760 | $484.01M | +0.00% | No Change |
| 5 |  ADIANALOG DEVICES INC | 3.02% | 999,671 | $397.04M | -2.30% | Partial Sell |
| 6 |  GSGOLDMAN SACHS GROUP INC | 2.77% | 359,360 | $363.45M | +0.00% | No Change |
| 7 |  AAPLAPPLE INC | 2.70% | 1,227,290 | $355.13M | +0.00% | No Change |
| 8 |  CATCATERPILLAR INC | 2.67% | 328,650 | $349.98M | +0.00% | No Change |
| 9 |  VVISA INC | 2.65% | 1,013,912 | $347.86M | +0.95% | Added |
| 10 |  HDHOME DEPOT INC | 2.48% | 922,500 | $325.35M | +0.27% | Added |
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