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  Diageo plc (DEO)
← All DEO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,372,208 0.86 Add 0.04% <0.01 $72.45–102.74 · VW $86.46i $102,160,886 SEC
2025   Q4 1,371,708 0.94 Add 0.37% <0.01 $85.12–99.58 · VW $91.48i $118,337,249 SEC
2025   Q3 1,366,708 1.06 $95.43 $130,424,943 SEC
2025   Q2 1,366,708 1.17 $100.84 $137,818,835 SEC
2025   Q1 1,366,708 1.27 $104.79 $143,217,331 SEC
2024   Q4 1,366,708 1.53 $127.13 $173,749,589 SEC
2024   Q3 1,366,708 1.73 $140.34 $191,803,801 SEC
2024   Q2 1,366,708 1.70 Add 0.46% <0.01 $125.66–149.24 · VW $136.62i $172,314,544 SEC
2024   Q1 1,360,408 2.00 Add 0.42% <0.01 $136.45–154.71 · VW $146.37i $202,347,086 SEC
2023   Q4 1,354,708 2.15 Add 0.33% <0.01 $135.63–161.64 · VW $146.93i $197,326,767 SEC
2023   Q3 1,350,208 2.43 $149.18 $201,424,030 SEC
2023   Q2 1,350,208 2.79 $173.48 $234,234,084 SEC
2023   Q1 1,350,208 3.12 $181.18 $244,630,686 SEC
2022   Q4 1,350,208 3.24 $178.19 $240,593,565 SEC
2022   Q3 1,350,208 3.40 $169.81 $229,279,000 SEC
2022   Q2 1,350,208 3.38 $174.12 $235,098,000 SEC
2022   Q1 1,350,208 3.29 $203.14 $274,281,000 SEC
2021   Q4 1,350,208 3.44 $220.14 $297,234,000 SEC
2021   Q3 1,350,208 3.32 $193.00 $260,590,000 SEC
2021   Q2 1,350,208 3.30 $191.69 $258,822,000 SEC
2021   Q1 1,350,208 3.09 Add 0.01% <0.01 $153.67–170.39 · VW $161.99i $221,717,000 SEC
2020   Q4 1,350,108 3.22 Add 0.02% <0.01 $129.16–165.42 · VW $146.35i $214,410,000 SEC
2020   Q3 1,349,800 3.17 $137.66 $185,813,000 SEC
2020   Q2 1,349,800 3.40 $134.39 $181,399,000 SEC
2020   Q1 1,349,800 3.24 $127.12 $171,587,000 SEC
2019   Q4 1,349,800 3.19 $168.42 $227,333,000 SEC
2019   Q3 1,349,800 3.37 $163.52 $220,719,000 SEC
2019   Q2 1,349,800 3.61 $172.32 $232,598,000 SEC
2019   Q1 1,349,800 3.74 $163.61 $220,841,000 SEC
2018   Q4 1,349,800 3.69 $141.80 $191,402,000 SEC
2018   Q3 1,349,800 3.26 $141.67 $191,226,000 SEC
2018   Q2 1,349,800 3.63 $144.01 $194,384,000 SEC
2018   Q1 1,349,800 3.53 $135.42 $182,790,000 SEC
2017   Q4 1,349,800 3.78 $146.03 $197,111,000 SEC
2017   Q3 1,349,800 3.61 Add 0.15% <0.01 $117.73–137.59 · VW $130.72i $178,349,000 SEC
2017   Q2 1,347,800 3.50 Add 0.97% 0.03 $113.67–123.48 · VW $119.04i $161,507,000 SEC
2017   Q1 1,334,800 3.53 Add 0.91% 0.03 $103.44–117.13 · VW $112.23i $154,276,000 SEC
2016   Q4 1,322,800 3.36 Add 0.92% 0.03 $99.46–117.65 · VW $105.19i $137,492,000 SEC
2016   Q3 1,310,800 3.97 Add 0.65% 0.03 $110.62–117.84 · VW $114.63i $152,105,000 SEC
2016   Q2 1,302,300 3.92 Add 1.21% 0.05 $99.59–112.94 · VW $108.61i $147,004,000 SEC
2016   Q1 1,286,700 3.79 Add 0.17% <0.01 $100.12–110.60 · VW $105.70i $138,796,000 SEC
2015   Q4 1,284,500 3.85 Add 1.06% 0.04 $106.39–117.95 · VW $112.47i $140,100,000 SEC
2015   Q3 1,271,000 3.67 Add 1.60% 0.06 $100.59–122.21 · VW $110.35i $137,001,000 SEC
2015   Q2 1,251,000 3.71 Add 0.24% <0.01 $107.19–122.23 · VW $113.51i $145,166,000 SEC
2015   Q1 1,248,000 3.57 Add 0.40% 0.01 $108.14–122.51 · VW $115.47i $137,991,000 SEC
2014   Q4 1,243,000 3.62 Add 1.06% 0.04 $108.20–124.32 · VW $116.94i $141,814,000 SEC
2014   Q3 1,230,000 4.13 Add 1.15% 0.05 $113.72–130.85 · VW $119.77i $141,942,000 SEC
2014   Q2 1,216,000 4.60 Add 1.16% 0.05 $121.42–130.91 · VW $126.17i $154,760,000 SEC
2014   Q1 1,202,000 4.76 Reduce 0.73% 0.04 $114.96–133.00 · VW $123.12i $149,757,000 SEC
2013   Q4 1,210,820 5.24 Reduce 0.14% <0.01 $120.93–132.44 · VW $127.97i $160,337,000 SEC
2013   Q3 1,212,525 5.47 Reduce 1.33% 0.07 $115.28–134.08 · VW $125.24i $154,088,000 SEC
2013   Q2 1,228,875 5.30 Reduce 0.16% <0.01 $111.87–127.51 · VW $120.01i $141,259,000 SEC
2013   Q1 1,230,874 6.02 Reduce 0.29% 0.02 $114.52–126.46 · VW $120.42i $154,893,000 SEC
2012   Q4 1,234,393 6.33 Reduce 0.18% 0.01 $111.00–121.39 · VW $116.82i $143,906,000 SEC
2012   Q3 1,236,571 6.54 Reduce 0.13% <0.01 $101.95–114.38 · VW $108.58i $139,399,000 SEC
2012   Q2 1,238,237 6.38 Add 0.32% 0.02 $92.55–104.67 · VW $98.88i $127,625,000 SEC
2012   Q1 1,234,280 5.90 Reduce 1.03% 0.06 $84.44–98.30 · VW $92.32i $119,108,000 SEC
2011   Q4 1,247,140 6.28 Reduce 0.08% <0.01 $73.23–87.49 · VW $83.17i $109,025,000 SEC
2011   Q3 1,248,181 6.13 Reduce 0.26% 0.01 $72.27–84.37 · VW $78.43i $94,774,000 SEC
2011   Q2 1,251,381 5.78 Reduce 0.01% <0.01 $76.45–85.53 · VW $82.05i $102,450,000 SEC
2011   Q1 1,251,479 5.57 Reduce 0.16% <0.01 $71.25–80.79 · VW $77.07i $95,387,000 SEC
2010   Q4 1,253,479 5.52 Reduce 0.13% <0.01 $69.02–76.37 · VW $73.12i $93,171,000 SEC
2010   Q3 1,255,071 5.63 Reduce 0.07% <0.01 $62.66–71.74 · VW $67.93i $86,613,000 SEC
2010   Q2 1,255,971 5.69 Reduce 0.03% <0.01 $55.90–71.99 · VW $64.31i $78,800,000 SEC
2010   Q1 1,256,360 5.69 Reduce 0.02% <0.01 $62.30–70.96 · VW $66.79i $84,741,000 SEC
2009   Q4 1,256,560 6.36 Reduce 0.06% <0.01 $60.00–70.00 · VW $66.16i $87,218,000 SEC
2009   Q3 1,257,358 6.06 Reduce 0.06% <0.01 $55.83–64.94 · VW $61.62i $77,314,000 SEC
2009   Q2 1,258,058 7.12 Reduce 0.03% <0.01 $44.50–59.39 · VW $51.67i $72,024,000 SEC
2009   Q1 1,258,456 6.09 Reduce 0.03% <0.01 $40.93–58.64 · VW $48.53i $56,316,000 SEC
2008   Q4 1,258,856 6.60 Reduce 0.13% <0.01 $49.15–70.55 · VW $58.78i $71,427,000 SEC
2008   Q3 1,260,553 5.85 Reduce 0.01% <0.01 $67.00–77.58 · VW $71.65i $86,802,000 SEC
2008   Q2 1,260,719 6.41 Reduce 0.36% 0.02 $72.34–86.19 · VW $78.59i $93,129,000 SEC
2008   Q1 1,265,219 5.92 Reduce 0.40% 0.02 $73.39–86.40 · VW $81.06i $102,888,000 SEC
2007   Q4 1,270,341 5.86 $85.83 $109,033,000 SEC
Price snapshot:
Current price$82.50
Avg. buy price$89.58
+/- since buy-7.90%
52-week low$71.73
52-week high$112.30