Thomas Gayner - Markel Group Inc.
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    129
Portfolio value:    $11,938,885,174
Holdings Activity Buys Sells    History
Holding/activity history for  Applied Materials (AMAT)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 36,350 0.10 Add 6.60% <0.01 $341.79 $12,424,067 SEC
2025   Q4 34,100 0.07 Add 29.90% 0.02 $256.99 $8,763,360 SEC
2025   Q3 26,250 0.04 Add 59.09% 0.01 $204.74 $5,374,425 SEC
2025   Q2 16,500 0.03 Buy 0.03 $183.07 $3,020,655 SEC