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  Linde plc (LIN)
← All LIN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 204,600 0.85 Add 2.25% 0.02 $422.08–510.65 · VW $477.35i $101,432,496 SEC
2025   Q4 200,100 0.68 Add 3.76% 0.02 $387.78–475.08 · VW $421.00i $85,320,641 SEC
2025   Q3 192,850 0.74 Add 3.35% 0.02 $449.32–486.38 · VW $470.70i $91,603,750 SEC
2025   Q2 186,600 0.74 Add 3.09% 0.02 $408.65–476.00 · VW $454.65i $87,548,988 SEC
2025   Q1 181,000 0.75 Add 7.74% 0.05 $410.69–472.23 · VW $452.17i $84,280,840 SEC
2024   Q4 168,000 0.62 Add 8.39% 0.05 $415.41–487.49 · VW $449.36i $70,336,560 SEC
2024   Q3 155,000 0.67 Add 8.01% 0.05 $424.63–483.36 · VW $460.79i $73,913,300 SEC
2024   Q2 143,500 0.62 Add 9.13% 0.05 $413.61–466.94 · VW $438.83i $62,969,235 SEC
2024   Q1 131,500 0.60 Add 4.20% 0.02 $396.07–477.71 · VW $443.74i $61,058,080 SEC
2023   Q4 126,200 0.56 Add 4.73% 0.03 $361.02–434.21 · VW $399.20i $51,831,602 SEC
2023   Q3 120,500 0.54 Add 5.33% 0.03 $358.37–393.67 · VW $380.99i $44,868,175 SEC
2023   Q2 114,400 0.52 Add 9.06% 0.04 $350.60–383.58 · VW $365.39i $43,595,552 SEC
2023   Q1 104,900 0.48 Buy 0.48 $302.17–362.74 · VW $337.86i $37,285,656 SEC
Price snapshot:
Current price$524.06
Avg. buy price$396.59
+/- since buy32.14%
52-week low$385.26
52-week high$548.20