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  Delta Air Lines, Inc. (DAL)
← All DAL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2020   Q2 0 0.00 Sell 100.00% 0.25 $17.51–37.24 · VW $26.24i SEC
2020   Q1 460,500 0.25 Add 10.43% 0.02 $19.10–62.48 · VW $38.85i $13,138,000 SEC
2019   Q4 417,000 0.34 Add 15.19% 0.04 $51.07–59.92 · VW $56.21i $24,386,000 SEC
2019   Q3 362,000 0.32 Add 21.07% 0.06 $55.57–63.44 · VW $59.23i $20,852,000 SEC
2019   Q2 299,000 0.26 Add 71.84% 0.11 $51.31–58.99 · VW $55.30i $16,968,000 SEC
2019   Q1 174,000 0.15 Add 222.22% 0.10 $45.08–52.22 · VW $49.66i $8,987,000 SEC
2018   Q4 54,000 0.05 Add 14.89% <0.01 $47.90–61.32 · VW $55.14i $2,694,000 SEC
2018   Q3 47,000 0.05 Add 113.64% 0.03 $48.52–60.23 · VW $55.32i $2,718,000 SEC
2018   Q2 22,000 0.02 Buy 0.02 $49.05–56.12 · VW $52.80i $1,090,000 SEC
Price snapshot:
Current price$86.19
52-week low$49.90
52-week high$95.44