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  Franco-Nevada Corp. (FNV)
← All FNV superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 708,500 1.47 Add 3.66% 0.05 $202.62–285.67 · VW $248.72i $175,034,926 SEC
2025   Q4 683,500 1.13 Add 12.88% 0.13 $181.50–225.64 · VW $201.78i $141,675,880 SEC
2025   Q3 605,500 1.10 Add 6.32% 0.07 $152.89–223.15 · VW $184.58i $134,972,006 SEC
2025   Q2 569,500 0.79 Add 8.42% 0.06 $140.03–179.99 · VW $165.16i $93,352,440 SEC
2025   Q1 525,250 0.73 Add 8.69% 0.06 $118.86–159.38 · VW $143.22i $82,758,390 SEC
2024   Q4 483,250 0.50 Add 39.87% 0.14 $112.70–137.60 · VW $124.30i $56,825,368 SEC
2024   Q3 345,500 0.39 Add 41.02% 0.11 $113.95–131.69 · VW $123.93i $42,928,605 SEC
2024   Q2 245,000 0.29 Buy 0.29 $114.19–129.84 · VW $120.88i $29,037,400 SEC
Price snapshot:
Current price$200.49
Avg. buy price$143.91
+/- since buy39.31%
52-week low$152.31
52-week high$284.60