What stocks does Tom Gayner own? — Markel Group Inc. portfolio & 13F holdings

Tom Gayner runs Markel Group Inc.. Often called "the next Buffett." Buys quality businesses at fair prices and holds them indefinitely. As of the Q1 2026 13F filing, the disclosed long-equity portfolio is valued at $11.9B across 126 positions. The largest holdings are BERKSHIRE HATHAWAY INC DEL, ALPHABET INC, and BROOKFIELD CORP (BERKSHIRE HATHAWAY INC DEL alone is 12.8% of the book).

New positions opened in the latest quarter include ENTERPRISE PRODS PARTNERS L, MERCADOLIBRE INC, and SUNBELT RENTALS HOLDINGS INC. Recently exited names: CHOICE HOTELS INTL INC, TARGET CORP, and TRANSUNION.