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  MACOM Technology Solutions Holdings, Inc. (MTSI)
← All MTSI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q3 0 0.00 Sell 100.00% 0.05 $42.85–67.19 · VW $56.58i SEC
2022   Q2 69,000 0.05 Add 16.95% <0.01 $44.08–61.05 · VW $52.03i $3,181,000 SEC
2022   Q1 59,000 0.04 $59.86 $3,532,000 SEC
2021   Q4 59,000 0.05 $78.31 $4,620,000 SEC
2021   Q3 59,000 0.05 $64.86 $3,827,000 SEC
2021   Q2 59,000 0.05 Buy 0.05 $48.68–64.39 · VW $58.51i $3,781,000 SEC
Price snapshot:
Current price$294.24
52-week low$118.16
52-week high$418.90