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  HEICO Corp. CL A (HEI.A)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 379,644 0.67 $211.09 $80,139,052 SEC
2025   Q4 379,644 0.76 $252.43 $95,833,535 SEC
2025   Q3 379,644 0.78 $254.09 $96,463,744 SEC
2025   Q2 379,644 0.83 $258.75 $98,232,886 SEC
2025   Q1 379,644 0.71 $210.97 $80,093,494 SEC
2024   Q4 379,644 0.62 $186.08 $70,644,156 SEC
2024   Q3 379,644 0.70 $203.76 $77,356,262 SEC
2024   Q2 379,644 0.66 $177.52 $67,394,402 SEC
2024   Q1 379,644 0.58 $153.94 $58,442,397 SEC
2023   Q4 379,644 0.59 $142.44 $54,076,491 SEC
2023   Q3 379,644 0.59 $129.22 $49,057,597 SEC
2023   Q2 379,644 0.64 Add 2.43% 0.02 $140.60 $53,377,946 SEC
2023   Q1 370,644 0.64 Add 4.51% 0.03 $135.90 $50,370,520 SEC
2022   Q4 354,644 0.57 Add 3.35% 0.02 $119.85 $42,504,084 SEC
2022   Q3 343,144 0.58 $114.62 $39,331,000 SEC
2022   Q2 343,144 0.52 $105.38 $36,162,000 SEC
2022   Q1 343,144 0.52 $126.83 $43,521,000 SEC
2021   Q4 343,144 0.51 $128.52 $44,101,000 SEC
2021   Q3 343,144 0.52 $118.43 $40,638,000 SEC
2021   Q2 343,144 0.54 $124.18 $42,611,000 SEC
2021   Q1 343,144 0.54 $113.60 $38,981,000 SEC
2020   Q4 343,144 0.60 $117.06 $40,169,000 SEC
2020   Q3 343,144 0.52 $88.66 $30,423,000 SEC
2020   Q2 343,144 0.52 $81.24 $27,877,000 SEC
2020   Q1 343,144 0.41 Add 0.44% <0.01 $63.90 $21,927,000 SEC
2019   Q4 341,644 0.43 Add 0.98% <0.01 $89.53 $30,588,000 SEC
2019   Q3 338,344 0.50 Add 3.74% 0.02 $97.31 $32,924,000 SEC
2019   Q2 326,145 0.52 Add 7.23% 0.04 $103.37 $33,713,000 SEC
2019   Q1 304,145 0.43 Add 4.11% 0.02 $84.06 $25,566,000 SEC
2018   Q4 292,145 0.35 Add 0.69% <0.01 $63.00 $18,405,000 SEC
2018   Q3 290,145 0.37 Add 7.01% 0.02 $75.50 $21,906,000 SEC
2018   Q2 271,147 0.31 Add 38.54% 0.09 $60.95 $16,526,000 SEC
2018   Q1 195,718 0.27 Add 41.44% 0.08 $70.95 $13,886,000 SEC
2017   Q4 138,375 0.21 $79.05 $10,939,000 SEC
2017   Q3 138,375 0.21 Add 13.07% 0.02 $76.20 $10,544,000 SEC
2017   Q2 122,375 0.16 Add 73.58% 0.07 $62.05 $7,593,000 SEC
2017   Q1 70,500 0.12 Add 42.42% 0.04 $74.99 $5,287,000 SEC
2016   Q4 49,500 0.08 Add 32.00% 0.02 $67.90 $3,361,000 SEC
2016   Q3 37,500 0.06 Add 837.50% 0.05 $60.51 $2,269,000 SEC
2016   Q2 4,000 0.01 Buy 0.01 $53.75 $215,000 SEC