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  Cummins Inc. (CMI)
← All CMI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2016   Q4 0 0.00 Sell 100.00% 0.13 $121.22–150.35 · VW $139.53i SEC
2016   Q3 37,500 0.13 $128.16 $4,806,000 SEC
2016   Q2 37,500 0.11 $112.43 $4,216,000 SEC
2016   Q1 37,500 0.11 Add 4.17% <0.01 $86.83–118.74 · VW $107.53i $4,123,000 SEC
2015   Q4 36,000 0.09 Add 44.00% 0.03 $79.88–108.52 · VW $92.76i $3,168,000 SEC
2015   Q3 25,000 0.07 Buy 0.07 $99.76–131.08 · VW $111.45i $2,714,000 SEC
Price snapshot:
Current price$664.39
52-week low$330.19
52-week high$737.76