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  Netflix, Inc. (NFLX)
← All NFLX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q1 0 0.00 Sell 100.00% 0.17 $28.53–37.94 · VW $33.38i SEC
2022   Q4 430,000 0.17 $29.49 $12,679,840 SEC
2022   Q3 430,000 0.15 $23.54 $10,124,000 SEC
2022   Q2 430,000 0.11 Buy 0.11 $16.27–39.60 · VW $21.97i $7,520,000 SEC
2021   Q3 0 0.00 Sell 100.00% <0.01 $50.47–61.90 · VW $55.99i SEC
2021   Q2 4,300 <0.01 Buy <0.01 $47.85–56.36 · VW $51.58i $227,000 SEC
Price snapshot:
Current price$73.83
52-week low$70.86
52-week high$127.75