- Gayner’s portfolio increased from $9.20B to $10.14B this quarter.
- Several positions saw minor increases during the quarter.
- Berkshire Hathaway (BRK.A) at ~13% of the portfolio is by far the largest position.
Thomas Gayner’s Markel (MKL) Investment Portfolio value increased from $9.20B to $10.14B this quarter. The portfolio continues to have around 100 different positions although only around 26 are significantly large (more than ~1% of the portfolio each). The top-five stakes are Berkshire Hathaway (BRK.A), Alphabet (GOOG), Amazon.com (AMZN), Brookfield (BN), and Home Depot (HD).
Below is a spreadsheet that highlights the changes to the portfolio as of Q1 2024. Please check out our previous update to have an idea on how the portfolio is progressing:
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