Thomas Gayner - Markel Group – Largest Buy Additions (2025 Q4)
A detailed view of the stocks most significantly increased by Thomas Gayner - Markel Group during the 2025 Q4 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| LAMR | 185,000 | $126.58 | Increased | 8.82% | 0.19% | $23.42M | 2025 Q4 |
| CCK | 212,000 | $102.97 | Increased | 11.87% | 0.17% | $21.83M | 2025 Q4 |
| APD | 71,500 | $247.02 | Increased | 10.00% | 0.14% | $17.66M | 2025 Q4 |
| CSX | 440,000 | $36.25 | Increased | 54.39% | 0.13% | $15.95M | 2025 Q4 |
| CME | 45,750 | $273.07 | Increased | 42.97% | 0.10% | $12.49M | 2025 Q4 |
| HSY | 67,500 | $181.99 | Increased | 23.85% | 0.10% | $12.28M | 2025 Q4 |
| UBER | 140,000 | $81.71 | Increased | 13.36% | 0.09% | $11.44M | 2025 Q4 |
| CBOE | 41,750 | $250.99 | Increased | 46.49% | 0.08% | $10.48M | 2025 Q4 |
| AMAT | 34,100 | $256.98 | Increased | 29.90% | 0.07% | $8.76M | 2025 Q4 |
| HII | 25,500 | $340.08 | Increased | 24.39% | 0.07% | $8.67M | 2025 Q4 |
| NSP | 152,873 | $38.72 | Increased | 16.05% | 0.05% | $5.92M | 2025 Q4 |
| XOM | 38,000 | $120.34 | Increased | 1166.67% | 0.04% | $4.57M | 2025 Q4 |
| CNI | 44,500 | $98.85 | Increased | 78.00% | 0.04% | $4.4M | 2025 Q4 |
| CP | 50,500 | $73.62 | Increased | 62.90% | 0.03% | $3.72M | 2025 Q4 |
| BC | 47,750 | $74.24 | Increased | 42.54% | 0.03% | $3.54M | 2025 Q4 |
| ICE | 20,870 | $161.95 | Increased | 271.35% | 0.03% | $3.38M | 2025 Q4 |
| BRO | 11,000 | $79.73 | Buy | 100.00% | 0.01% | $877.03K | 2025 Q4 |