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 B (BF.B)
← All BF.B superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 474,187 0.11 $26.44 $12,537,504 SEC
2025   Q4 474,187 0.10 $26.06 $12,357,313 SEC
2025   Q3 474,187 0.10 $27.08 $12,840,984 SEC
2025   Q2 474,187 0.11 $26.91 $12,760,372 SEC
2025   Q1 474,187 0.14 $33.94 $16,093,908 SEC
2024   Q4 474,187 0.16 $37.98 $18,009,622 SEC
2024   Q3 474,187 0.21 $49.20 $23,330,000 SEC
2024   Q2 474,187 0.20 $43.19 $20,480,137 SEC
2024   Q1 474,187 0.24 $51.62 $24,477,534 SEC
2023   Q4 474,187 0.29 $57.10 $27,076,079 SEC
2023   Q3 474,187 0.33 $57.69 $27,355,850 SEC
2023   Q2 474,187 0.38 $66.78 $31,666,208 SEC
2023   Q1 474,187 0.39 $64.27 $30,475,999 SEC
2022   Q4 474,187 0.42 $65.68 $31,144,602 SEC
2022   Q3 474,187 0.47 $66.57 $31,565,000 SEC
2022   Q2 474,187 0.48 $70.16 $33,269,000 SEC
2022   Q1 474,187 0.38 $67.02 $31,780,000 SEC
2021   Q4 474,187 0.40 $72.86 $34,549,000 SEC
2021   Q3 474,187 0.40 $67.01 $31,776,000 SEC
2021   Q2 474,187 0.45 $74.94 $35,536,000 SEC
2021   Q1 474,187 0.46 $68.97 $32,705,000 SEC
2020   Q4 474,187 0.56 $79.43 $37,665,000 SEC
2020   Q3 474,187 0.61 $75.32 $35,716,000 SEC
2020   Q2 474,187 0.57 $63.66 $30,187,000 SEC
2020   Q1 474,187 0.50 $55.51 $26,322,000 SEC
2019   Q4 474,187 0.45 $67.60 $32,055,000 SEC
2019   Q3 474,187 0.45 $62.78 $29,769,000 SEC
2019   Q2 474,187 0.41 $55.43 $26,284,000 SEC
2019   Q1 474,187 0.42 $52.78 $25,028,000 SEC
2018   Q4 474,187 0.43 $47.58 $22,562,000 SEC
2018   Q3 474,187 0.41 $50.55 $23,970,000 SEC
2018   Q2 474,187 0.43 $49.01 $23,240,000 SEC
2018   Q1 474,187 0.50 Add 80.00% 0.22 $52.26–59.58 · VW $56.13i $25,795,000 SEC
2017   Q4 263,438 0.28 $54.94 $14,472,000 SEC
2017   Q3 263,438 0.23 $43.44 $11,444,000 SEC
2017   Q2 263,438 0.22 $38.88 $10,242,000 SEC
2017   Q1 263,438 0.22 $36.94 $9,732,000 SEC
2016   Q4 263,438 0.23 $35.94 $9,467,000 SEC
2016   Q3 263,438 0.26 $37.95 $9,998,000 SEC
2016   Q2 263,438 0.28 $39.90 $10,512,000 SEC
2016   Q1 263,438 0.28 $39.39 $10,376,000 SEC
2015   Q4 263,438 0.29 $39.71 $10,462,000 SEC
2015   Q3 263,438 0.27 $38.76 $10,211,000 SEC
2015   Q2 263,438 0.27 $40.07 $10,556,000 SEC
2015   Q1 263,438 0.25 $36.14 $9,521,000 SEC
2014   Q4 263,438 0.24 $35.14 $9,256,000 SEC
2014   Q3 263,438 0.28 $36.09 $9,507,000 SEC
2014   Q2 263,438 0.29 $37.67 $9,923,000 SEC
2014   Q1 263,438 0.30 Reduce 0.94% <0.01 $33.05–37.12 · VW $35.75i $9,451,000 SEC
2013   Q4 265,930 0.26 $30.23 $8,039,000 SEC
2013   Q3 265,930 0.26 $27.25 $7,247,000 SEC
2013   Q2 265,930 0.27 $27.02 $7,185,000 SEC
2013   Q1 265,930 0.30 $28.56 $7,595,000 SEC
2012   Q4 265,930 0.30 $25.30 $6,728,000 SEC
2012   Q3 265,930 0.33 Reduce 0.00% $25.11–28.35 · VW $27.18i $6,941,000 SEC
2012   Q2 265,931 0.34 $25.83 $6,868,000 SEC
2012   Q1 265,931 0.29 $22.24 $5,914,000 SEC
2011   Q4 265,931 0.33 $21.47 $5,709,000 SEC
2011   Q3 265,931 0.32 $18.70 $4,974,000 SEC
2011   Q2 265,931 0.30 $19.92 $5,297,000 SEC
2011   Q1 265,931 0.28 $18.21 $4,843,000 SEC
2010   Q4 265,931 0.29 $18.57 $4,937,000 SEC
2010   Q3 265,931 0.28 $16.44 $4,371,000 SEC
2010   Q2 265,931 0.29 $15.26 $4,058,000 SEC
2010   Q1 265,931 0.28 $15.85 $4,216,000 SEC
2009   Q4 265,931 0.28 Reduce 0.07% <0.01 $13.05–14.82 · VW $13.94i $3,799,000 SEC
2009   Q3 266,119 0.27 $12.86 $3,422,000 SEC
2009   Q2 266,119 0.30 $11.46 $3,050,000 SEC
2009   Q1 266,119 0.30 $10.36 $2,756,000 SEC
2008   Q4 266,119 0.34 Buy 0.34 $11.20–14.26 · VW $12.31i $3,654,000 SEC
Price snapshot:
Current price$26.25
Avg. buy price$31.81
+/- since buy-17.47%
52-week low$22.41
52-week high$31.11