- Gayner’s portfolio increased from $10.14B to $10.17B 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 $10.14B to $10.17B 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).
To learn about individual investing, check out the classics The Intelligent Investor and Security Analysis.
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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