Frühlingsrabtatt -> 10% Rabatt! Code: "SPRING"
Thomas Gayner
Thomas Gayner (Markel Group Inc.): Laut dem letzten 13F-Filing (Stand 30.06.2026) umfasst das Depot 130 Positionen mit einem Gesamtwert von $13,1 Mrd. Wertentwicklung: 1 Jahr +16,04 %, 3 Jahre +77,14 %, 5 Jahre +90,85 %.
Thomas Gayner
Markel Group Inc.
Echtzeit-Einblicke & Depot-Analyse
Gesamtwert (USD) $13,1 Mrd.
Größte Position Alphabet Inc
Letztes Update Q2 2026
Gesamtrendite · 1 Jahr +16,04 %
Gesamtrendite · 3 Jahre +77,14 %
Gesamtrendite · 5 Jahre +90,85 %
130 Positionen
| Aktie | % Depot | Market Value $ | Shares | Q2 vs. Q1 2026 | Last Transaction | Kurs | |
|---|---|---|---|---|---|---|---|
 EFXEquifax Inc | 0,09% | $11.562.752 | 72.850 | – | SOLD Q3 · 2024-25,5% · 25 Tsd. Stk. | $158,87 | |
 SHOPShopify Inc | 0,09% | $11.731.995 | 102.750 | – | BUY Q4 · 2022+10,8% · 10 Tsd. Stk. | $128,50 | |
 SPOTSpotify Technology S A | 0,09% | $11.891.467 | 25.900 | – | BUY Q2 · 2022+100,8% · 13 Tsd. Stk. | $509,45 | |
 CBOECboe Global Mkts Inc | 0,08% | $10.604.680 | 43.700 | – | BUY Q1 · 2026+4,7% · 2 Tsd. Stk. | – | |
 CMECme Group Inc | 0,08% | $10.986.293 | 49.750 | – | BUY Q1 · 2026+8,7% · 4 Tsd. Stk. | $276,01 | |
 UBERUber Technologies Inc | 0,08% | $10.282.800 | 142.500 | – | BUY Q1 · 2026+1,8% · 3 Tsd. Stk. | $70,50 | |
 IQVIqvia Hldgs Inc | 0,07% | $9.062.018 | 46.900 | – | SOLD Q3 · 2025-5,5% · 3 Tsd. Stk. | $266,42 | |
 OTISOtis Worldwide Corp | 0,07% | $9.567.192 | 133.620 | BUY Q2 · 2026+16,6% · 19 Tsd. Stk. | ← | – | |
 XOMExxon Mobil Corp | 0,06% | $7.669.992 | 56.100 | BUY Q2 · 2026+19,4% · 9 Tsd. Stk. | ← | $163,54 | |
 HIIHuntington Ingalls Inds Inc | 0,06% | $7.696.975 | 27.500 | – | BUY Q1 · 2026+7,8% · 2 Tsd. Stk. | – | |
 NSPInsperity Inc | 0,06% | $7.490.989 | 181.336 | – | BUY Q1 · 2026+18,6% · 28 Tsd. Stk. | – | |
 CNICanadian Natl Ry Co | 0,05% | $6.379.340 | 53.500 | – | BUY Q1 · 2026+20,2% · 9 Tsd. Stk. | $118,95 | |
 CPCanadian Pacific Kansas City | 0,05% | $6.325.450 | 73.000 | BUY Q2 · 2026+22,7% · 14 Tsd. Stk. | ← | $87,48 | |
 KMXCarmax Inc | 0,05% | $7.219.485 | 136.500 | – | BUY Q2 · 2024+10,5% · 13 Tsd. Stk. | $57,21 | |
 GHCGraham Hldgs Co | 0,05% | $5.935.384 | 5.200 | – | – | $1.143,43 | |
 SONYSony Group Corp | 0,05% | $6.720.100 | 335.000 | – | BUY Q4 · 2024+400,0% · 268 Tsd. Stk. | $23,46 | |
 EMNEastman Chem Co | 0,04% | $5.020.151 | 74.950 | – | BUY Q4 · 2023+2,7% · 2 Tsd. Stk. | – | |
 ZTSZoetis Inc | 0,04% | $4.756.773 | 66.195 | NEW Q2 · 202666 Tsd. Stk. | – | $71,40 | |
 AYIAcuity Inc | 0,03% | $3.672.435 | 9.750 | – | BUY Q1 · 2025+225,0% · 7 Tsd. Stk. | $302,96 | |
 WRBBerkley W R Corp | 0,03% | $4.284.699 | 60.750 | – | BUY Q3 · 2024+50,0% · 20 Tsd. Stk. | $69,99 | |
 BCBrunswick Corp | 0,03% | $4.317.300 | 51.250 | – | BUY Q1 · 2026+7,3% · 4 Tsd. Stk. | $67,55 | |
 EXPEagle Matls Inc | 0,03% | $3.318.750 | 14.750 | – | BUY Q3 · 2025+63,9% · 6 Tsd. Stk. | $176,82 | |
 ICEIntercontinental Exchange In | 0,03% | $3.554.186 | 28.870 | – | BUY Q1 · 2026+38,3% · 8 Tsd. Stk. | $155,47 | |
 MGMMgm Resorts International | 0,03% | $4.183.375 | 87.500 | – | BUY Q2 · 2025+2,3% · 2 Tsd. Stk. | $37,81 | |
 NFLXNetflix Inc. | 0,02% | $2.856.000 | 40.000 | NEW Q2 · 202640 Tsd. Stk. | ← | $71,79 | |
 SYYSysco Corp | 0,02% | $2.549.190 | 30.500 | – | BUY Q3 · 2025+27,1% · 7 Tsd. Stk. | $79,05 | |
N/A WYWeyerhaeuser Co | 0,02% | $2.872.800 | 120.000 | BUY Q2 · 2026+585,7% · 103 Tsd. Stk. | ← | $21,22 | |
 BROBrown & Brown Inc | 0,01% | $898.100 | 14.000 | – | BUY Q1 · 2026+27,3% · 3 Tsd. Stk. | $65,02 | |
 DPZDominos Pizza Inc | 0,01% | $1.628.220 | 5.500 | – | BUY Q4 · 2024+22,2% · 1 Tsd. Stk. | $294,20 | |
N/A UFPIUfp Industries Inc | 0,00% | $362.960 | 4.000 | NEW Q2 · 20264 Tsd. Stk. | – | – | |
 SMGScotts Miracle-Gro Co Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 168 Tsd. Stk. | ← | $52,36 | |
 UNHUnitedhealth Group Inc Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 19 Tsd. Stk. | ← | $376,90 |
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