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  The Walt Disney Co. (DIS)
← All DIS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 2,031,665 1.64 $96.38 $195,811,874 SEC
2025   Q4 2,031,665 1.84 $113.77 $231,142,527 SEC
2025   Q3 2,031,665 1.89 $114.50 $232,625,645 SEC
2025   Q2 2,031,665 2.13 $124.01 $251,946,778 SEC
2025   Q1 2,031,665 1.78 $98.70 $200,525,336 SEC
2024   Q4 2,031,665 1.99 $111.35 $226,225,897 SEC
2024   Q3 2,031,665 1.76 $96.19 $195,425,856 SEC
2024   Q2 2,031,665 1.98 $99.29 $201,724,019 SEC
2024   Q1 2,031,665 2.45 $122.36 $248,594,528 SEC
2023   Q4 2,031,665 1.99 Add 0.10% <0.01 $78.73–96.51 · VW $88.51i $183,439,034 SEC
2023   Q3 2,029,665 1.99 Add 0.45% <0.01 $79.22–92.53 · VW $84.27i $164,504,348 SEC
2023   Q2 2,020,665 2.15 Add 0.10% <0.01 $87.01–103.91 · VW $93.40i $180,404,972 SEC
2023   Q1 2,018,665 2.58 Add 0.65% 0.02 $87.83–118.18 · VW $102.05i $202,128,926 SEC
2022   Q4 2,005,665 2.34 Add 0.70% 0.02 $84.07–108.84 · VW $93.26i $174,252,176 SEC
2022   Q3 1,991,665 2.79 Add 1.27% 0.04 $90.23–126.48 · VW $103.68i $187,874,000 SEC
2022   Q2 1,966,665 2.67 Add 2.29% 0.06 $92.01–139.26 · VW $108.56i $185,653,000 SEC
2022   Q1 1,922,665 3.16 Add 2.26% 0.07 $128.38–160.32 · VW $141.95i $263,713,000 SEC
2021   Q4 1,880,165 3.37 Add 0.86% 0.03 $142.04–179.63 · VW $158.85i $291,219,000 SEC
2021   Q3 1,864,165 4.01 $169.17 $315,361,000 SEC
2021   Q2 1,864,165 4.18 Add 0.01% <0.01 $167.10–191.67 · VW $178.18i $327,665,000 SEC
2021   Q1 1,863,945 4.79 Add 0.02% <0.01 $160.52–203.02 · VW $182.69i $343,935,000 SEC
2020   Q4 1,863,585 5.06 Add 0.06% <0.01 $117.23–183.40 · VW $160.60i $337,645,000 SEC
2020   Q3 1,862,380 3.94 $124.08 $231,084,000 SEC
2020   Q2 1,862,380 3.89 $111.51 $207,673,000 SEC
2020   Q1 1,862,380 3.40 Add 0.43% 0.01 $79.07–148.20 · VW $107.96i $179,906,000 SEC
2019   Q4 1,854,430 3.77 Add 0.62% 0.02 $127.54–153.41 · VW $141.86i $268,206,000 SEC
2019   Q3 1,842,950 3.66 Add 1.09% 0.04 $128.92–147.15 · VW $135.46i $240,173,000 SEC
2019   Q2 1,823,000 3.95 Add 0.91% 0.04 $111.38–143.51 · VW $131.51i $254,564,000 SEC
2019   Q1 1,806,500 3.39 Add 0.33% 0.01 $105.94–115.80 · VW $110.92i $200,576,000 SEC
2018   Q4 1,800,500 3.80 Add 0.07% <0.01 $100.35–120.20 · VW $110.07i $197,424,000 SEC
2018   Q3 1,799,200 3.59 Add 1.70% 0.06 $103.50–117.90 · VW $112.78i $210,398,000 SEC
2018   Q2 1,769,200 3.46 Add 1.52% 0.05 $97.68–109.49 · VW $103.99i $185,430,000 SEC
2018   Q1 1,742,700 3.38 Add 2.56% 0.08 $98.15–113.19 · VW $103.93i $175,037,000 SEC
2017   Q4 1,699,200 3.50 $107.51 $182,681,000 SEC
2017   Q3 1,699,200 3.39 Add 0.71% 0.02 $96.20–110.83 · VW $101.87i $167,490,000 SEC
2017   Q2 1,687,200 3.88 Add 1.44% 0.06 $103.17–116.10 · VW $108.51i $179,265,000 SEC
2017   Q1 1,663,200 4.31 Add 1.03% 0.04 $105.21–113.71 · VW $110.77i $188,590,000 SEC
2016   Q4 1,646,200 4.19 Add 1.79% 0.07 $90.32–106.26 · VW $100.27i $171,567,000 SEC
2016   Q3 1,617,200 3.92 Add 0.37% 0.01 $91.19–100.80 · VW $94.95i $150,173,000 SEC
2016   Q2 1,611,200 4.20 Add 1.26% 0.05 $94.00–106.75 · VW $99.52i $157,608,000 SEC
2016   Q1 1,591,200 4.31 Add 0.14% <0.01 $86.25–103.43 · VW $96.33i $158,022,000 SEC
2015   Q4 1,589,000 4.59 Add 0.86% 0.04 $99.88–120.65 · VW $108.54i $166,972,000 SEC
2015   Q3 1,575,500 4.31 Add 1.48% 0.06 $90.00–122.08 · VW $104.76i $161,016,000 SEC
2015   Q2 1,552,500 4.52 Add 0.71% 0.03 $104.25–115.28 · VW $111.22i $177,202,000 SEC
2015   Q1 1,541,500 4.18 Add 0.85% 0.04 $90.06–108.94 · VW $101.30i $161,688,000 SEC
2014   Q4 1,528,500 3.68 Add 0.92% 0.03 $78.54–95.93 · VW $89.55i $143,969,000 SEC
2014   Q3 1,514,500 3.93 Add 1.00% 0.04 $84.87–91.20 · VW $88.37i $134,836,000 SEC
2014   Q2 1,499,500 3.82 Add 1.01% 0.04 $76.31–86.07 · VW $82.71i $128,567,000 SEC
2014   Q1 1,484,500 3.78 Reduce 1.59% 0.06 $69.85–83.65 · VW $77.86i $118,864,000 SEC
2013   Q4 1,508,500 3.76 Reduce 0.21% <0.01 $63.10–76.54 · VW $72.01i $115,249,000 SEC
2013   Q3 1,511,735 3.46 Reduce 1.12% 0.04 $60.41–67.65 · VW $64.18i $97,492,000 SEC
2013   Q2 1,528,935 3.62 Reduce 0.40% 0.01 $56.15–67.89 · VW $62.40i $96,552,000 SEC
2013   Q1 1,535,135 3.39 Reduce 0.34% 0.01 $50.18–57.82 · VW $54.93i $87,196,000 SEC
2012   Q4 1,540,335 3.38 Reduce 0.24% <0.01 $46.53–53.15 · VW $49.82i $76,693,000 SEC
2012   Q3 1,544,002 3.79 Reduce 0.18% <0.01 $46.85–53.40 · VW $50.84i $80,720,000 SEC
2012   Q2 1,546,802 3.75 Add 0.07% <0.01 $40.88–48.95 · VW $46.11i $75,020,000 SEC
2012   Q1 1,545,702 3.35 Add 0.51% 0.02 $37.94–44.50 · VW $42.07i $67,671,000 SEC
2011   Q4 1,537,794 3.32 Reduce 0.19% <0.01 $28.19–37.80 · VW $34.50i $57,667,000 SEC
2011   Q3 1,540,794 3.01 Add 3.77% 0.11 $29.05–40.97 · VW $33.39i $46,470,000 SEC
2011   Q2 1,484,794 3.27 Reduce 0.07% <0.01 $37.19–44.13 · VW $40.12i $57,966,000 SEC
2011   Q1 1,485,794 3.74 Reduce 0.07% <0.01 $37.62–44.34 · VW $41.68i $64,023,000 SEC
2010   Q4 1,486,789 3.31 Reduce 0.13% <0.01 $33.08–38.00 · VW $36.20i $55,769,000 SEC
2010   Q3 1,488,789 3.20 Reduce 0.11% <0.01 $30.72–35.41 · VW $33.08i $49,279,000 SEC
2010   Q2 1,490,489 3.39 $31.50 $46,950,000 SEC
2010   Q1 1,490,489 3.49 Reduce 0.01% <0.01 $28.71–35.60 · VW $33.07i $52,033,000 SEC
2009   Q4 1,490,683 3.50 Reduce 0.05% <0.01 $26.84–32.75 · VW $30.61i $48,075,000 SEC
2009   Q3 1,491,383 3.21 Reduce 0.07% <0.01 $22.05–28.68 · VW $26.06i $40,953,000 SEC
2009   Q2 1,492,383 3.44 Add 0.01% <0.01 $17.84–26.29 · VW $22.49i $34,817,000 SEC
2009   Q1 1,492,283 2.93 Add 0.64% 0.02 $15.14–24.83 · VW $19.38i $27,100,000 SEC
2008   Q4 1,482,775 3.11 Add 122.55% 1.71 $18.60–31.06 · VW $24.12i $33,644,000 SEC
2008   Q3 666,275 1.38 Add 18.45% 0.21 $28.55–34.85 · VW $31.36i $20,448,000 SEC
2008   Q2 562,475 1.21 Add 352.97% 0.94 $29.57–35.02 · VW $31.93i $17,549,000 SEC
2008   Q1 124,175 0.22 Buy 0.22 $26.30–33.23 · VW $30.30i $3,897,000 SEC
Price snapshot:
Current price$96.00
Avg. buy price$48.68
+/- since buy97.22%
52-week low$91.49
52-week high$121.64