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  Dollar General (DG)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 869,250 0.86 $118.73 $103,206,052 SEC
2025   Q4 869,250 0.92 $132.77 $115,410,323 SEC
2025   Q3 869,250 0.73 $103.35 $89,836,987 SEC
2025   Q2 869,250 0.84 $114.38 $99,424,814 SEC
2025   Q1 869,250 0.68 Add 4.01% 0.03 $87.93 $76,433,152 SEC
2024   Q4 835,750 0.56 Add 12.60% 0.06 $75.82 $63,366,565 SEC
2024   Q3 742,250 0.57 Add 6.45% 0.03 $84.57 $62,772,082 SEC
2024   Q2 697,250 0.91 Add 3.26% 0.03 $132.23 $92,197,367 SEC
2024   Q1 675,250 1.04 Add 3.21% 0.03 $156.06 $105,379,516 SEC
2023   Q4 654,250 0.97 Add 10.84% 0.09 $135.95 $88,945,288 SEC
2023   Q3 590,250 0.75 Add 15.91% 0.10 $105.80 $62,448,450 SEC
2023   Q2 509,250 1.03 Add 82.36% 0.47 $169.78 $86,460,465 SEC
2023   Q1 279,250 0.75 Add 50.74% 0.25 $210.46 $58,770,955 SEC
2022   Q4 185,250 0.61 Add 8.81% 0.05 $246.25 $45,617,813 SEC
2022   Q3 170,250 0.61 Add 11.46% 0.06 $239.85 $40,835,000 SEC
2022   Q2 152,750 0.54 Add 21.47% 0.10 $245.43 $37,490,000 SEC
2022   Q1 125,750 0.34 Add 80.29% 0.15 $222.63 $27,996,000 SEC
2021   Q4 69,750 0.19 Add 87.25% 0.09 $235.83 $16,449,000 SEC
2021   Q3 37,250 0.10 Buy 0.10 $212.13 $7,902,000 SEC