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  Applied Materials, Inc. (AMAT)
← All AMAT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 36,350 0.10 Add 6.60% <0.01 $316.66–462.40 · VW $409.71i $12,424,067 SEC
2025   Q4 34,100 0.07 Add 29.90% 0.02 $246.92–395.95 · VW $338.39i $8,763,360 SEC
2025   Q3 26,250 0.04 Add 59.09% 0.01 $154.47–252.66 · VW $219.79i $5,374,425 SEC
2025   Q2 16,500 0.03 Buy 0.03 $155.43–201.11 · VW $172.43i $3,020,655 SEC
Price snapshot:
Current price$575.39
Avg. buy price$214.67
+/- since buy168.03%
52-week low$153.78
52-week high$739.67