Thomas Gayner - Markel Group – Largest Buy Additions (2026 Q1)
A detailed view of the stocks most significantly increased by Thomas Gayner - Markel Group during the 2026 Q1 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 |
|---|---|---|---|---|---|---|---|
| FDS | 135,376 | $216.99 | Increased | 11.08% | 0.25% | $29.38M | 2026 Q1 |
| LAMR | 193,000 | $126.66 | Increased | 4.32% | 0.21% | $24.45M | 2026 Q1 |
| CCK | 220,000 | $100.25 | Increased | 3.77% | 0.19% | $22.05M | 2026 Q1 |
| APD | 75,500 | $290.49 | Increased | 5.59% | 0.18% | $21.93M | 2026 Q1 |
| CSX | 530,000 | $41.05 | Increased | 20.45% | 0.18% | $21.76M | 2026 Q1 |
| HSY | 75,000 | $207.89 | Increased | 11.11% | 0.13% | $15.59M | 2026 Q1 |
| BNY | 124,500 | $118.63 | Increased | 2.47% | 0.12% | $14.77M | 2026 Q1 |
| CME | 49,750 | $295.36 | Increased | 8.74% | 0.12% | $14.69M | 2026 Q1 |
| AMAT | 36,350 | $341.79 | Increased | 6.60% | 0.10% | $12.42M | 2026 Q1 |
| CBOE | 43,700 | $281.08 | Increased | 4.67% | 0.10% | $12.28M | 2026 Q1 |
| HII | 27,500 | $379.89 | Increased | 7.84% | 0.09% | $10.45M | 2026 Q1 |
| UBER | 142,500 | $71.93 | Increased | 1.79% | 0.09% | $10.25M | 2026 Q1 |
| MELI | 5,450 | $1728.99 | Buy | 100.00% | 0.08% | $9.42M | 2026 Q1 |
| XOM | 47,000 | $169.66 | Increased | 23.68% | 0.07% | $7.97M | 2026 Q1 |
| EPD | 202,000 | $37.84 | Buy | 100.00% | 0.06% | $7.64M | 2026 Q1 |
| CNI | 53,500 | $102.77 | Increased | 20.22% | 0.05% | $5.5M | 2026 Q1 |
| NSP | 181,336 | $27.04 | Increased | 18.62% | 0.04% | $4.9M | 2026 Q1 |
| CP | 59,500 | $78.66 | Increased | 17.82% | 0.04% | $4.68M | 2026 Q1 |
| ICE | 28,870 | $157.29 | Increased | 38.33% | 0.04% | $4.54M | 2026 Q1 |
| BC | 51,250 | $72.76 | Increased | 7.33% | 0.03% | $3.73M | 2026 Q1 |
| BRO | 14,000 | $65.21 | Increased | 27.27% | 0.01% | $912.94K | 2026 Q1 |
| WY | 17,500 | $24.46 | Buy | 100.00% | 0.00% | $428.05K | 2026 Q1 |