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  Brown-Forman CL A (BF.A)
← All BF.A superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 843,000 0.19 $26.79 $22,583,969 SEC
2025   Q4 843,000 0.18 $26.31 $22,179,330 SEC
2025   Q3 843,000 0.18 $26.91 $22,685,131 SEC
2025   Q2 843,000 0.20 $27.47 $23,157,210 SEC
2025   Q1 843,000 0.25 $33.47 $28,215,210 SEC
2024   Q4 843,000 0.28 $37.69 $31,772,670 SEC
2024   Q3 843,000 0.37 $48.08 $40,531,440 SEC
2024   Q2 843,000 0.37 $44.13 $37,201,591 SEC
2024   Q1 843,000 0.44 $52.95 $44,636,850 SEC
2023   Q4 843,000 0.55 $59.59 $50,234,370 SEC
2023   Q3 843,000 0.59 $58.10 $48,978,300 SEC
2023   Q2 843,000 0.68 $68.07 $57,383,010 SEC
2023   Q1 843,000 0.70 $65.19 $54,955,171 SEC
2022   Q4 843,000 0.75 $65.76 $55,435,679 SEC
2022   Q3 843,000 0.84 $67.56 $56,953,000 SEC
2022   Q2 843,000 0.82 $67.64 $57,020,000 SEC
2022   Q1 843,000 0.63 $62.74 $52,890,000 SEC
2021   Q4 843,000 0.66 $67.79 $57,147,000 SEC
2021   Q3 843,000 0.67 $62.67 $52,831,000 SEC
2021   Q2 843,000 0.76 $70.50 $59,431,000 SEC
2021   Q1 843,000 0.75 $63.67 $53,674,000 SEC
2020   Q4 843,000 0.93 $73.47 $61,935,000 SEC
2020   Q3 843,000 0.99 $68.68 $57,897,000 SEC
2020   Q2 843,000 0.91 $57.57 $48,532,000 SEC
2020   Q1 843,000 0.82 $51.38 $43,314,000 SEC
2019   Q4 843,000 0.74 $62.77 $52,916,000 SEC
2019   Q3 843,000 0.77 $59.75 $50,369,000 SEC
2019   Q2 843,000 0.72 $55.00 $46,365,000 SEC
2019   Q1 843,000 0.73 $51.17 $43,136,000 SEC
2018   Q4 843,000 0.77 $47.42 $39,975,000 SEC
2018   Q3 843,000 0.73 $50.80 $42,825,000 SEC
2018   Q2 843,000 0.77 $48.86 $41,189,000 SEC
2018   Q1 843,000 0.87 Reduce 40.25% 0.44 $37.30–56.10 · VW $48.92i $44,957,000 SEC
2017   Q4 1,410,971 1.09 $40.17 $56,683,000 SEC
2017   Q3 1,410,971 0.95 $33.27 $46,947,000 SEC
2017   Q2 1,410,971 0.90 $29.45 $41,560,000 SEC
2017   Q1 1,410,971 0.91 $28.12 $39,680,000 SEC
2016   Q4 1,410,971 0.95 $27.63 $38,989,000 SEC
2016   Q3 1,410,971 1.10 $29.72 $41,939,000 SEC
2016   Q2 1,410,971 1.21 $32.27 $45,535,000 SEC
2016   Q1 1,410,971 1.23 $31.87 $44,970,000 SEC
2015   Q4 1,410,971 1.28 $32.89 $46,411,000 SEC
2015   Q3 1,410,971 1.21 $31.96 $45,096,000 SEC
2015   Q2 1,410,971 1.20 $33.28 $46,964,000 SEC
2015   Q1 1,410,971 0.99 $27.12 $38,264,000 SEC
2014   Q4 1,410,971 0.94 $26.22 $36,991,000 SEC
2014   Q3 1,410,971 1.09 $26.64 $37,594,000 SEC
2014   Q2 1,410,971 1.16 $27.58 $38,921,000 SEC
2014   Q1 1,410,971 1.19 Reduce 0.94% <0.01 $22.31–27.18 · VW $25.37i $37,484,000 SEC
2013   Q4 1,424,328 1.02 $22.04 $31,388,000 SEC
2013   Q3 1,424,328 1.00 Reduce 0.04% <0.01 $19.55–22.30 · VW $21.13i $28,159,000 SEC
2013   Q2 1,424,830 1.08 $20.21 $28,799,000 SEC
2013   Q1 1,424,830 1.22 $21.99 $31,327,000 SEC
2012   Q4 1,424,830 1.15 $18.37 $26,177,000 SEC
2012   Q3 1,424,830 1.25 $18.67 $26,607,000 SEC
2012   Q2 1,424,830 1.35 $18.92 $26,957,000 SEC
2012   Q1 1,424,830 1.15 $16.26 $23,175,000 SEC
2011   Q4 1,424,830 1.30 $15.79 $22,494,000 SEC
2011   Q3 1,424,830 1.25 $13.53 $19,284,000 SEC
2011   Q2 1,424,830 1.15 $14.34 $20,431,000 SEC
2011   Q1 1,424,830 1.13 $13.54 $19,287,000 SEC
2010   Q4 1,424,830 1.17 $13.83 $19,698,000 SEC
2010   Q3 1,424,830 1.14 $12.26 $17,468,000 SEC
2010   Q2 1,424,830 1.19 Reduce 0.04% <0.01 $10.88–12.97 · VW $12.21i $16,515,000 SEC
2010   Q1 1,425,332 1.20 $12.51 $17,826,000 SEC
2009   Q4 1,425,332 1.17 $11.22 $15,993,000 SEC
2009   Q3 1,425,332 1.14 $10.17 $14,497,000 SEC
2009   Q2 1,425,332 1.30 $9.20 $13,114,000 SEC
2009   Q1 1,425,332 1.23 $7.99 $11,383,000 SEC
2008   Q4 1,425,332 1.31 Reduce 20.00% 0.27 $7.63–10.94 · VW $9.34i $14,193,000 SEC
2008   Q3 1,781,665 1.36 $11.31 $20,154,000 SEC
2008   Q2 1,781,665 1.49 $12.11 $21,582,000 SEC
2008   Q1 1,781,665 1.13 Reduce 0.28% <0.01 $10.36–12.13 · VW $11.23i $19,654,000 SEC
2007   Q4 1,786,686 1.14 $11.92 $21,304,000 SEC
Price snapshot:
Current price$26.67
Avg. buy price$11.92
+/- since buy123.67%
52-week low$22.81
52-week high$30.87