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  Lowe's Companies, Inc. (LOW)
← All LOW superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 738,480 1.46 Add 0.54% <0.01 $208.00–261.45 · VW $227.94i $174,488,053 SEC
2025   Q4 734,480 1.41 Add 1.07% 0.01 $239.54–293.06 · VW $265.72i $177,127,198 SEC
2025   Q3 726,730 1.48 Add 1.32% 0.02 $218.80–274.98 · VW $245.42i $182,634,517 SEC
2025   Q2 717,230 1.35 Add 1.27% 0.02 $210.33–267.52 · VW $245.30i $159,131,820 SEC
2025   Q1 708,230 1.47 Add 0.96% 0.01 $206.39–249.68 · VW $227.27i $165,180,482 SEC
2024   Q4 701,480 1.53 Add 1.59% 0.02 $235.93–280.64 · VW $255.07i $173,125,264 SEC
2024   Q3 690,480 1.69 Add 2.15% 0.04 $240.00–287.01 · VW $266.48i $187,016,508 SEC
2024   Q2 675,980 1.47 Add 1.88% 0.03 $211.80–253.20 · VW $237.83i $149,026,551 SEC
2024   Q1 663,480 1.67 Add 0.99% 0.02 $212.78–262.49 · VW $232.19i $169,008,260 SEC
2023   Q4 656,980 1.59 Add 1.78% 0.03 $198.52–241.44 · VW $226.88i $146,210,898 SEC
2023   Q3 645,480 1.62 Add 2.06% 0.03 $181.85–234.37 · VW $205.02i $134,156,562 SEC
2023   Q2 632,480 1.70 Add 2.10% 0.03 $197.48–237.21 · VW $221.72i $142,750,737 SEC
2023   Q1 619,480 1.58 Add 2.14% 0.03 $187.44–212.50 · VW $200.36i $123,877,416 SEC
2022   Q4 606,480 1.63 Add 1.59% 0.03 $194.45–223.31 · VW $207.84i $120,835,075 SEC
2022   Q3 596,980 1.66 Add 1.10% 0.02 $176.50–221.42 · VW $203.49i $112,119,000 SEC
2022   Q2 590,480 1.48 Add 0.25% <0.01 $170.12–221.19 · VW $195.15i $103,139,000 SEC
2022   Q1 588,980 1.43 $202.19 $119,086,000 SEC
2021   Q4 588,980 1.76 $258.48 $152,239,000 SEC
2021   Q3 588,980 1.52 $202.86 $119,480,000 SEC
2021   Q2 588,980 1.46 Add 0.05% <0.01 $182.08–209.49 · VW $198.49i $114,244,000 SEC
2021   Q1 588,680 1.56 Add 0.03% <0.01 $150.84–215.22 · VW $186.96i $111,955,000 SEC
2020   Q4 588,500 1.42 $160.51 $94,460,000 SEC
2020   Q3 588,500 1.67 $165.86 $97,609,000 SEC
2020   Q2 588,500 1.49 $135.12 $79,518,000 SEC
2020   Q1 588,500 0.96 Add 1.29% 0.01 $60.00–131.40 · VW $107.25i $50,641,000 SEC
2019   Q4 581,000 0.98 Add 1.93% 0.02 $102.93–126.73 · VW $112.08i $69,580,000 SEC
2019   Q3 570,000 0.96 $109.96 $62,677,000 SEC
2019   Q2 570,000 0.89 $100.91 $57,518,000 SEC
2019   Q1 570,000 1.06 $109.47 $62,398,000 SEC
2018   Q4 570,000 1.01 $92.36 $52,645,000 SEC
2018   Q3 570,000 1.12 $114.82 $65,447,000 SEC
2018   Q2 570,000 1.02 $95.57 $54,475,000 SEC
2018   Q1 570,000 0.97 $87.75 $50,017,000 SEC
2017   Q4 570,000 1.02 $92.94 $52,975,000 SEC
2017   Q3 570,000 0.92 $79.94 $45,565,000 SEC
2017   Q2 570,000 0.96 Add 1.24% 0.01 $70.76–81.45 · VW $75.37i $44,192,000 SEC
2017   Q1 563,000 1.06 Add 4.26% 0.04 $78.10–86.25 · VW $81.04i $46,284,000 SEC
2016   Q4 540,000 0.94 $71.12 $38,404,000 SEC
2016   Q3 540,000 1.02 $72.21 $38,993,000 SEC
2016   Q2 540,000 1.14 $79.17 $42,752,000 SEC
2016   Q1 540,000 1.12 $75.75 $40,905,000 SEC
2015   Q4 540,000 1.13 $76.04 $41,062,000 SEC
2015   Q3 540,000 1.00 $68.92 $37,216,000 SEC
2015   Q2 540,000 0.92 $66.97 $36,164,000 SEC
2015   Q1 540,000 1.04 $74.39 $40,171,000 SEC
2014   Q4 540,000 0.95 $68.80 $37,152,000 SEC
2014   Q3 540,000 0.83 $52.92 $28,576,000 SEC
2014   Q2 540,000 0.77 $47.99 $25,915,000 SEC
2014   Q1 540,000 0.84 Reduce 3.64% 0.03 $44.13–50.78 · VW $47.33i $26,405,000 SEC
2013   Q4 560,400 0.91 Reduce 0.05% <0.01 $44.45–51.28 · VW $48.59i $27,768,000 SEC
2013   Q3 560,700 0.95 Reduce 2.10% 0.02 $45.17–52.08 · VW $48.24i $26,695,000 SEC
2013   Q2 572,700 0.88 Reduce 0.40% <0.01 $38.87–47.51 · VW $44.07i $23,423,000 SEC
2013   Q1 575,000 0.85 Reduce 0.21% <0.01 $37.09–43.84 · VW $41.01i $21,804,000 SEC
2012   Q4 576,200 0.90 $35.52 $20,466,000 SEC
2012   Q3 576,200 0.82 Add 2.67% 0.02 $27.81–36.27 · VW $33.39i $17,424,000 SEC
2012   Q2 561,200 0.80 Add 1.72% 0.01 $24.76–28.71 · VW $27.32i $15,961,000 SEC
2012   Q1 551,700 0.86 Reduce 0.90% <0.01 $25.28–32.29 · VW $28.10i $17,312,000 SEC
2011   Q4 556,700 0.81 Add 24.76% 0.16 $23.83–28.52 · VW $26.91i $14,129,000 SEC
2011   Q3 446,200 0.56 Add 27.49% 0.12 $18.28–25.10 · VW $22.46i $8,629,000 SEC
2011   Q2 350,000 0.46 $23.31 $8,158,000 SEC
2011   Q1 350,000 0.54 Add 13.31% 0.06 $24.05–27.45 · VW $25.21i $9,251,000 SEC
2010   Q4 308,900 0.46 Reduce 0.13% <0.01 $22.95–26.61 · VW $25.24i $7,748,000 SEC
2010   Q3 309,300 0.45 Reduce 0.16% <0.01 $20.47–22.91 · VW $22.03i $6,895,000 SEC
2010   Q2 309,800 0.46 $20.42 $6,326,000 SEC
2010   Q1 309,800 0.50 $24.24 $7,510,000 SEC
2009   Q4 309,800 0.53 Add 3.16% 0.02 $21.29–24.50 · VW $23.17i $7,246,000 SEC
2009   Q3 300,300 0.49 Reduce 0.33% <0.01 $19.15–22.37 · VW $21.11i $6,288,000 SEC
2009   Q2 301,300 0.58 Add 0.07% <0.01 $18.02–24.09 · VW $21.20i $5,848,000 SEC
2009   Q1 301,100 0.59 $18.25 $5,495,000 SEC
2008   Q4 301,100 0.60 Add 7.42% 0.04 $14.91–23.73 · VW $18.16i $6,479,000 SEC
2008   Q3 280,300 0.45 Add 3.89% 0.02 $15.76–28.49 · VW $21.64i $6,641,000 SEC
2008   Q2 269,800 0.39 Add 5.06% 0.02 $18.00–25.47 · VW $22.70i $5,598,000 SEC
2008   Q1 256,800 0.34 Add 66.97% 0.14 $20.25–27.18 · VW $23.81i $5,891,000 SEC
2007   Q4 153,800 0.19 $22.62 $3,479,000 SEC
Price snapshot:
Current price$207.70
Avg. buy price$69.06
+/- since buy200.76%
52-week low$203.40
52-week high$291.66