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  Novo Nordisk A/S (NVO)
← All NVO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 2,869,774 0.88 $36.75 $105,464,196 SEC
2025   Q4 2,869,774 1.16 Add 21.16% 0.20 $43.08–60.90 · VW $51.62i $146,014,101 SEC
2025   Q3 2,368,649 1.07 Add 4.87% 0.05 $45.05–71.80 · VW $57.45i $131,436,333 SEC
2025   Q2 2,258,588 1.32 Add 5.05% 0.06 $57.00–81.44 · VW $69.15i $155,887,745 SEC
2025   Q1 2,150,000 1.33 $69.44 $149,296,000 SEC
2024   Q4 2,150,000 1.63 $86.02 $184,943,001 SEC
2024   Q3 2,150,000 2.31 $119.07 $256,000,501 SEC
2024   Q2 2,150,000 3.02 $142.74 $306,891,000 SEC
2024   Q1 2,150,000 2.72 $128.40 $276,060,000 SEC
2023   Q4 2,150,000 2.42 $103.45 $222,417,500 SEC
2023   Q3 2,150,000 2.36 $90.94 $195,521,000 SEC
2023   Q2 2,150,000 2.07 $80.92 $173,967,250 SEC
2023   Q1 2,150,000 2.18 $79.57 $171,075,501 SEC
2022   Q4 2,150,000 1.96 $67.67 $145,490,501 SEC
2022   Q3 2,150,000 1.59 $49.82 $107,103,000 SEC
2022   Q2 2,150,000 1.72 $55.72 $119,787,000 SEC
2022   Q1 2,150,000 1.43 $55.53 $119,379,000 SEC
2021   Q4 2,150,000 1.39 $56.00 $120,400,000 SEC
2021   Q3 2,150,000 1.31 $48.01 $103,211,000 SEC
2021   Q2 2,150,000 1.15 $41.89 $90,053,000 SEC
2021   Q1 2,150,000 1.01 $33.71 $72,477,000 SEC
2020   Q4 2,150,000 1.13 $34.93 $75,089,000 SEC
2020   Q3 2,150,000 1.27 $34.72 $74,637,000 SEC
2020   Q2 2,150,000 1.32 $32.74 $70,391,000 SEC
2020   Q1 2,150,000 1.22 $30.10 $64,715,000 SEC
2019   Q4 2,150,000 0.87 $28.94 $62,221,000 SEC
2019   Q3 2,150,000 0.85 $25.85 $55,577,000 SEC
2019   Q2 2,150,000 0.85 $25.52 $54,868,000 SEC
2019   Q1 2,150,000 0.95 $26.16 $56,233,000 SEC
2018   Q4 2,150,000 0.95 $23.04 $49,525,000 SEC
2018   Q3 2,150,000 0.86 $23.57 $50,675,000 SEC
2018   Q2 2,150,000 0.92 $23.06 $49,579,000 SEC
2018   Q1 2,150,000 1.02 $24.63 $52,944,000 SEC
2017   Q4 2,150,000 1.11 $26.84 $57,695,000 SEC
2017   Q3 2,150,000 1.05 $24.08 $51,761,000 SEC
2017   Q2 2,150,000 1.00 $21.45 $46,107,000 SEC
2017   Q1 2,150,000 0.84 $17.14 $36,851,000 SEC
2016   Q4 2,150,000 0.94 $17.93 $38,549,000 SEC
2016   Q3 2,150,000 1.17 $20.80 $44,709,000 SEC
2016   Q2 2,150,000 1.54 $26.89 $57,813,000 SEC
2016   Q1 2,150,000 1.59 $27.10 $58,254,000 SEC
2015   Q4 2,150,000 1.72 $29.04 $62,436,000 SEC
2015   Q3 2,150,000 1.56 $27.12 $58,308,000 SEC
2015   Q2 2,150,000 1.50 $27.38 $58,867,000 SEC
2015   Q1 2,150,000 1.48 $26.70 $57,394,000 SEC
2014   Q4 2,150,000 1.16 $21.16 $45,494,000 SEC
2014   Q3 2,150,000 1.49 $23.81 $51,191,000 SEC
2014   Q2 2,150,000 1.48 $23.10 $49,654,000 SEC
2014   Q1 2,150,000 1.56 Reduce 2.80% 0.04 $18.31–24.21 · VW $21.78i $49,074,000 SEC
2013   Q4 2,212,000 1.33 Reduce 0.23% <0.01 $16.27–18.50 · VW $17.75i $40,869,000 SEC
2013   Q3 2,217,000 1.33 Reduce 1.51% 0.02 $15.65–17.69 · VW $16.75i $37,516,000 SEC
2013   Q2 2,251,000 1.31 Reduce 0.57% <0.01 $14.95–17.68 · VW $16.04i $34,884,000 SEC
2013   Q1 2,264,000 1.42 Reduce 0.40% <0.01 $16.05–19.44 · VW $17.22i $36,564,000 SEC
2012   Q4 2,273,000 1.63 Reduce 0.35% <0.01 $14.45–17.03 · VW $15.93i $37,098,000 SEC
2012   Q3 2,281,000 1.69 Reduce 0.35% <0.01 $14.34–16.10 · VW $15.41i $35,996,000 SEC
2012   Q2 2,289,000 1.66 Add 0.84% 0.01 $12.94–15.23 · VW $14.24i $33,268,000 SEC
2012   Q1 2,270,000 1.56 Reduce 0.96% 0.01 $11.41–14.49 · VW $13.26i $31,487,000 SEC
2011   Q4 2,292,000 1.52 Reduce 0.11% <0.01 $9.46–11.58 · VW $10.85i $26,418,000 SEC
2011   Q3 2,294,500 1.48 $9.95 $22,835,000 SEC
2011   Q2 2,294,500 1.62 Reduce 0.09% <0.01 $11.46–13.29 · VW $12.43i $28,745,000 SEC
2011   Q1 2,296,500 1.68 Reduce 0.43% <0.01 $11.00–12.93 · VW $12.15i $28,759,000 SEC
2010   Q4 2,306,500 1.54 Reduce 0.09% <0.01 $8.99–11.38 · VW $10.54i $25,964,000 SEC
2010   Q3 2,308,500 1.48 Reduce 0.28% <0.01 $8.06–9.98 · VW $9.29i $22,725,000 SEC
2010   Q2 2,315,000 1.35 $8.10 $18,756,000 SEC
2010   Q1 2,315,000 1.20 Add 39.04% 0.34 $6.41–7.97 · VW $7.37i $17,853,000 SEC
2009   Q4 1,665,000 0.77 Buy 0.77 $6.16–7.00 · VW $6.52i $10,631,000 SEC
Price snapshot:
Current price$49.28
Avg. buy price$18.74
+/- since buy163.03%
52-week low$34.58
52-week high$68.49