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  NOV Inc. (NOV)
← All NOV superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2016   Q3 0 0.00 Sell 100.00% 0.55 $29.79–38.55 · VW $33.90i SEC
2016   Q2 610,000 0.55 $33.65 $20,526,000 SEC
2016   Q1 610,000 0.52 $31.10 $18,971,000 SEC
2015   Q4 610,000 0.56 $33.49 $20,429,000 SEC
2015   Q3 610,000 0.62 $37.65 $22,966,000 SEC
2015   Q2 610,000 0.75 Add 6.09% 0.04 $47.47–56.64 · VW $51.51i $29,451,000 SEC
2015   Q1 575,000 0.74 Add 21.05% 0.13 $46.08–66.02 · VW $53.79i $28,744,000 SEC
2014   Q4 475,000 0.79 Add 12.03% 0.09 $60.88–76.73 · VW $68.71i $31,127,000 SEC
2014   Q3 424,000 0.94 Add 7.89% 0.07 $75.23–86.55 · VW $81.90i $32,266,000 SEC
2014   Q2 393,000 0.96 Add 13.58% 0.11 $69.38–82.75 · VW $74.60i $32,364,000 SEC
2014   Q1 346,008 0.77 Add 28.93% 0.17 $65.53–72.43 · VW $68.68i $24,295,000 SEC
2013   Q4 268,378 0.63 Add 14.69% 0.08 $69.07–76.38 · VW $72.74i $19,246,000 SEC
2013   Q3 233,999 0.58 Add 10.47% 0.06 $61.38–72.38 · VW $66.46i $16,481,000 SEC
2013   Q2 211,819 0.49 Add 40.44% 0.14 $56.88–64.92 · VW $61.23i $13,160,000 SEC
2013   Q1 150,824 0.37 Add 10.57% 0.04 $59.12–67.63 · VW $63.14i $9,622,000 SEC
2012   Q4 136,407 0.37 Add 17.14% 0.05 $58.45–74.36 · VW $63.84i $8,407,000 SEC
2012   Q3 116,445 0.39 Add 23.53% 0.08 $57.38–81.11 · VW $68.47i $8,412,000 SEC
2012   Q2 94,265 0.27 $58.11 $5,477,000 SEC
2012   Q1 94,265 0.33 $71.66 $6,755,000 SEC
2011   Q4 94,265 0.33 $61.31 $5,779,000 SEC
2011   Q3 94,265 0.28 $46.19 $4,354,000 SEC
2011   Q2 94,265 0.38 $70.52 $6,648,000 SEC
2011   Q1 94,265 0.39 $71.48 $6,738,000 SEC
2010   Q4 94,265 0.34 Add 3.66% 0.01 $39.10–61.06 · VW $52.07i $5,716,000 SEC
2010   Q3 90,938 0.24 Buy 0.24 $29.02–40.79 · VW $35.29i $3,647,000 SEC
Price snapshot:
Current price$19.13
52-week low$11.50
52-week high$21.46