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  Alphabet Inc. (GOOGL)
← All GOOGL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 572,000 1.38 $287.56 $164,484,320 SEC
2025   Q4 572,000 1.43 $313.00 $179,036,000 SEC
2025   Q3 572,000 1.13 $243.10 $139,053,200 SEC
2025   Q2 572,000 0.85 Add 2.69% 0.02 $140.53–181.23 · VW $164.63i $100,803,560 SEC
2025   Q1 557,000 0.76 Add 0.36% <0.01 $150.66–207.05 · VW $177.73i $86,134,480 SEC
2024   Q4 555,000 0.93 $189.30 $105,061,500 SEC
2024   Q3 555,000 0.83 $165.85 $92,046,750 SEC
2024   Q2 555,000 0.99 $182.15 $101,093,250 SEC
2024   Q1 555,000 0.83 $150.93 $83,766,150 SEC
2023   Q4 555,000 0.84 $139.69 $77,527,950 SEC
2023   Q3 555,000 0.88 Add 0.91% <0.01 $115.35–139.16 · VW $130.73i $72,627,300 SEC
2023   Q2 550,000 0.78 Add 3.19% 0.02 $101.93–129.04 · VW $115.57i $65,835,000 SEC
2023   Q1 533,000 0.71 Add 42.90% 0.21 $84.86–108.18 · VW $96.84i $55,288,090 SEC
2022   Q4 373,000 0.44 Add 4.63% 0.02 $83.34–104.82 · VW $94.88i $32,909,790 SEC
2022   Q3 356,500 0.51 Add 7.06% 0.03 $95.56–122.43 · VW $109.24i $34,099,000 SEC
2022   Q2 333,000 0.52 Add 7.42% 0.04 $101.88–143.71 · VW $115.69i $36,285,000 SEC
2022   Q1 310,000 0.52 Add 16.98% 0.08 $124.50–151.55 · VW $136.29i $43,110,000 SEC
2021   Q4 265,000 0.44 Add 6.00% 0.02 $131.05–150.97 · VW $143.87i $38,386,000 SEC
2021   Q3 250,000 0.43 $133.68 $33,419,000 SEC
2021   Q2 250,000 0.39 $122.09 $30,522,000 SEC
2021   Q1 250,000 0.36 $103.12 $25,781,000 SEC
2020   Q4 250,000 0.33 $87.63 $21,908,000 SEC
2020   Q3 250,000 0.31 $73.28 $18,320,000 SEC
2020   Q2 250,000 0.33 $70.90 $17,726,000 SEC
2020   Q1 250,000 0.27 $58.10 $14,524,000 SEC
2019   Q4 250,000 0.24 $66.97 $16,742,000 SEC
2019   Q3 250,000 0.23 $61.06 $15,264,000 SEC
2019   Q2 250,000 0.21 $54.14 $13,535,000 SEC
2019   Q1 250,000 0.25 $58.84 $14,711,000 SEC
2018   Q4 250,000 0.25 $52.25 $13,062,000 SEC
2018   Q3 250,000 0.26 $60.35 $15,088,000 SEC
2018   Q2 250,000 0.26 $56.46 $14,115,000 SEC
2018   Q1 250,000 0.25 $51.86 $12,964,000 SEC
2017   Q4 250,000 0.25 $52.67 $13,167,000 SEC
2017   Q3 250,000 0.25 $48.68 $12,171,000 SEC
2017   Q2 250,000 0.25 $46.48 $11,621,000 SEC
2017   Q1 250,000 0.24 $42.39 $10,597,000 SEC
2016   Q4 250,000 0.24 $39.62 $9,906,000 SEC
2016   Q3 250,000 0.26 $40.20 $10,051,000 SEC
2016   Q2 250,000 0.23 $35.18 $8,794,000 SEC
2016   Q1 250,000 0.26 $38.14 $9,536,000 SEC
2015   Q4 250,000 0.27 Buy 0.27 $31.56–39.93 · VW $37.16i $9,725,000 SEC
Price snapshot:
Current price$352.51
Avg. buy price$81.48
+/- since buy332.66%
52-week low$175.98
52-week high$408.37