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  Electronic Arts Inc. (EA)
← All EA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q3 0 0.00 Sell 100.00% 0.07 $137.11–153.51 · VW $146.99i SEC
2024   Q2 49,800 0.07 Reduce 38.37% 0.04 $124.92–141.82 · VW $132.33i $6,938,634 SEC
2024   Q1 80,800 0.11 $132.67 $10,719,736 SEC
2023   Q4 80,800 0.12 $136.81 $11,054,248 SEC
2023   Q3 80,800 0.12 $120.40 $9,728,320 SEC
2023   Q2 80,800 0.12 $129.70 $10,479,760 SEC
2023   Q1 80,800 0.12 Add 32.89% 0.03 $108.53–130.57 · VW $117.36i $9,732,360 SEC
2022   Q4 60,800 0.10 $122.18 $7,428,544 SEC
2022   Q3 60,800 0.10 Add 7.04% <0.01 $114.07–135.85 · VW $125.89i $7,035,000 SEC
2022   Q2 56,800 0.10 Add 236.09% 0.07 $109.24–142.79 · VW $127.22i $6,910,000 SEC
2022   Q1 16,900 0.03 Buy 0.03 $117.58–142.55 · VW $130.76i $2,138,000 SEC
2021   Q2 0 0.00 Sell 100.00% 0.24 $135.56–148.93 · VW $142.17i SEC
2021   Q1 126,100 0.24 $135.37 $17,070,000 SEC
2020   Q4 126,100 0.27 Add 0.72% <0.01 $110.15–143.86 · VW $127.67i $18,108,000 SEC
2020   Q3 125,200 0.28 $130.41 $16,327,000 SEC
2020   Q2 125,200 0.31 $132.05 $16,533,000 SEC
2020   Q1 125,200 0.24 Add 2.29% <0.01 $85.69–114.13 · VW $102.61i $12,541,000 SEC
2019   Q4 122,400 0.18 $107.51 $13,159,000 SEC
2019   Q3 122,400 0.18 Add 2.51% <0.01 $86.24–103.59 · VW $94.39i $11,973,000 SEC
2019   Q2 119,400 0.19 Add 6.23% 0.01 $89.91–103.95 · VW $95.87i $12,090,000 SEC
2019   Q1 112,400 0.19 Add 6.64% 0.01 $77.20–108.80 · VW $94.31i $11,423,000 SEC
2018   Q4 105,400 0.16 Add 206.40% 0.11 $73.91–121.30 · VW $90.61i $8,317,000 SEC
2018   Q3 34,400 0.07 Add 493.10% 0.06 $110.53–151.26 · VW $123.22i $4,144,000 SEC
2018   Q2 5,800 0.02 Buy 0.02 $114.88–147.13 · VW $129.38i $818,000 SEC
Price snapshot:
Current price$206.35
52-week low$146.39
52-week high$206.81