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  Old Dominion Freight Line (ODFL)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 429,150 0.70 Add 1.78% 0.01 $195.40 $83,855,910 SEC
2025   Q4 421,650 0.53 Add 17.53% 0.08 $156.80 $66,114,720 SEC
2025   Q3 358,750 0.41 Add 4.76% 0.02 $140.78 $50,504,825 SEC
2025   Q2 342,450 0.47 Add 9.34% 0.04 $162.30 $55,579,635 SEC
2025   Q1 313,200 0.46 Add 4.16% 0.02 $165.45 $51,818,940 SEC
2024   Q4 300,700 0.47 Add 1.93% <0.01 $176.40 $53,043,480 SEC
2024   Q3 295,000 0.53 Add 5.55% 0.03 $198.64 $58,598,800 SEC
2024   Q2 279,500 0.49 Add 43.33% 0.15 $176.60 $49,359,700 SEC
2024   Q1 195,000 0.42 Add 114.29% 0.22 $219.31 $42,765,450 SEC
2023   Q4 91,000 0.40 Add 14.47% 0.05 $405.33 $36,885,030 SEC
2023   Q3 79,500 0.39 Add 17.78% 0.06 $409.14 $32,526,630 SEC
2023   Q2 67,500 0.30 Add 33.66% 0.08 $369.75 $24,958,125 SEC
2023   Q1 50,500 0.22 Add 34.67% 0.06 $340.84 $17,212,420 SEC
2022   Q4 37,500 0.14 Add 92.31% 0.07 $283.78 $10,641,750 SEC
2022   Q3 19,500 0.07 Add 143.75% 0.04 $248.72 $4,850,000 SEC
2022   Q2 8,000 0.03 Buy 0.03 $256.25 $2,050,000 SEC