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  Microchip Technology Inc. (MCHP)
← All MCHP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q1 0 0.00 Sell 100.00% 0.11 $64.26–88.97 · VW $74.28i SEC
2021   Q4 112,000 0.11 $87.06 $9,751,000 SEC
2021   Q3 112,000 0.11 $76.74 $8,595,000 SEC
2021   Q2 112,000 0.11 $74.87 $8,385,000 SEC
2021   Q1 112,000 0.12 Reduce 65.64% 0.22 $66.27–83.33 · VW $74.12i $8,692,000 SEC
2020   Q4 326,000 0.34 $69.05 $22,511,000 SEC
2020   Q3 326,000 0.29 $51.38 $16,750,000 SEC
2020   Q2 326,000 0.32 $52.66 $17,165,000 SEC
2020   Q1 326,000 0.21 Add 2.52% <0.01 $26.58–56.24 · VW $42.54i $11,051,000 SEC
2019   Q4 318,000 0.23 $52.36 $16,651,000 SEC
2019   Q3 318,000 0.23 $46.46 $14,773,000 SEC
2019   Q2 318,000 0.21 Add 5.30% 0.01 $38.83–50.67 · VW $44.37i $13,785,000 SEC
2019   Q1 302,000 0.21 $41.48 $12,527,000 SEC
2018   Q4 302,000 0.21 Add 33.63% 0.05 $30.35–40.31 · VW $35.32i $10,860,000 SEC
2018   Q3 226,000 0.15 Add 24.18% 0.03 $38.94–49.13 · VW $43.31i $8,917,000 SEC
2018   Q2 182,000 0.15 Add 85.71% 0.07 $40.64–52.10 · VW $45.40i $8,276,000 SEC
2018   Q1 98,000 0.09 Add 512.50% 0.08 $39.17–50.74 · VW $45.60i $4,477,000 SEC
2017   Q4 16,000 0.01 $43.94 $703,000 SEC
2017   Q3 16,000 0.01 Buy 0.01 $37.90–45.92 · VW $42.23i $718,000 SEC
Price snapshot:
Current price$84.23
52-week low$47.57
52-week high$105.38