Thomas Gayner - Markel Group
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    129
Portfolio value:    $11,938,885,174
Holdings Activity Buys Sells    History
Holding/activity history for  Analog Devices, Inc. (ADI)
← All ADI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,023,245 2.73 $318.14 $325,535,164 SEC
2025   Q4 1,023,245 2.21 Reduce 12.37% 0.29 $262.00–363.20 · VW $327.00i $277,504,044 SEC
2025   Q3 1,167,671 2.33 $245.70 $286,896,765 SEC
2025   Q2 1,167,671 2.35 $238.02 $277,929,053 SEC
2025   Q1 1,167,671 2.09 $201.67 $235,484,210 SEC
2024   Q4 1,167,671 2.19 $212.46 $248,083,380 SEC
2024   Q3 1,167,671 2.42 $230.17 $268,762,832 SEC
2024   Q2 1,167,671 2.62 Add 0.02% <0.01 $198.73–244.14 · VW $225.90i $266,532,582 SEC
2024   Q1 1,167,471 2.28 Add 0.30% <0.01 $182.57–241.88 · VW $219.65i $230,914,089 SEC
2023   Q4 1,163,971 2.51 Add 3.13% 0.08 $179.63–202.77 · VW $191.41i $231,118,082 SEC
2023   Q3 1,128,671 2.39 Add 0.54% 0.01 $154.99–186.93 · VW $175.10i $197,619,006 SEC
2023   Q2 1,122,571 2.60 Add 0.58% 0.02 $168.54–200.10 · VW $183.47i $218,688,056 SEC
2023   Q1 1,116,071 2.81 Add 0.63% 0.02 $161.93–198.25 · VW $179.29i $220,111,524 SEC
2022   Q4 1,109,071 2.45 Add 1.74% 0.04 $159.58–196.41 · VW $179.82i $181,920,917 SEC
2022   Q3 1,090,071 2.25 Add 0.65% 0.01 $133.48–173.30 · VW $159.56i $151,892,000 SEC
2022   Q2 1,083,071 2.27 Add 0.49% 0.01 $138.50–180.01 · VW $156.68i $158,226,000 SEC
2022   Q1 1,077,821 2.13 Add 1.43% 0.03 $143.81–171.56 · VW $161.26i $178,034,000 SEC
2021   Q4 1,062,671 2.16 Add 0.50% 0.01 $151.18–188.20 · VW $166.56i $186,786,000 SEC
2021   Q3 1,057,421 2.25 Add 18.62% 0.35 $161.04–191.95 · VW $177.75i $177,097,000 SEC
2021   Q2 891,411 1.96 Add 0.63% 0.01 $156.55–175.25 · VW $164.92i $153,466,000 SEC
2021   Q1 885,811 1.91 $155.08 $137,372,000 SEC
2020   Q4 885,811 1.96 $147.73 $130,861,000 SEC
2020   Q3 885,811 1.76 $116.74 $103,409,000 SEC
2020   Q2 885,811 2.04 $122.64 $108,636,000 SEC
2020   Q1 885,811 1.50 Add 3.51% 0.05 $79.08–115.57 · VW $102.53i $79,413,000 SEC
2019   Q4 855,811 1.43 Add 1.42% 0.02 $103.50–127.30 · VW $113.28i $101,705,000 SEC
2019   Q3 843,811 1.44 Add 3.81% 0.05 $104.58–118.46 · VW $112.00i $94,279,000 SEC
2019   Q2 812,811 1.42 Add 7.68% 0.10 $95.51–124.79 · VW $110.04i $91,742,000 SEC
2019   Q1 754,811 1.34 Add 7.86% 0.10 $95.94–118.54 · VW $103.70i $79,459,000 SEC
2018   Q4 699,811 1.16 Add 6.06% 0.07 $80.08–108.28 · VW $98.44i $60,065,000 SEC
2018   Q3 659,811 1.04 Add 3.61% 0.04 $76.62–98.89 · VW $89.14i $61,006,000 SEC
2018   Q2 636,811 1.14 Add 8.34% 0.09 $92.05–103.59 · VW $98.16i $61,083,000 SEC
2018   Q1 587,811 1.03 Add 9.30% 0.09 $86.03–98.39 · VW $93.87i $53,567,000 SEC
2017   Q4 537,811 0.92 $89.03 $47,881,000 SEC
2017   Q3 537,811 0.94 Add 4.27% 0.04 $80.10–93.99 · VW $86.73i $46,343,000 SEC
2017   Q2 515,811 0.87 Add 3.00% 0.03 $76.07–86.32 · VW $82.02i $40,130,000 SEC
2017   Q1 500,811 0.94 Add 27.76% 0.20 $74.65–90.49 · VW $83.63i $41,041,000 SEC
2016   Q4 392,000 0.70 Add 25.64% 0.14 $68.42–82.87 · VW $77.74i $28,467,000 SEC
2016   Q3 312,000 0.53 Add 51.46% 0.18 $59.01–74.87 · VW $69.37i $20,108,000 SEC
2016   Q2 206,000 0.31 Add 267.86% 0.23 $52.17–66.91 · VW $60.55i $11,668,000 SEC
2016   Q1 56,000 0.09 Buy 0.09 $53.00–59.87 · VW $57.12i $3,315,000 SEC
Price snapshot:
Current price$386.01
Avg. buy price$102.49
+/- since buy276.62%
52-week low$215.48
52-week high$445.91