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  SAP SE (SAP)
← All SAP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2010   Q1 0 0.00 Sell 100.00% 0.33 $42.00–51.25 · VW $46.26i SEC
2009   Q4 97,500 0.33 $46.81 $4,564,000 SEC
2009   Q3 97,500 0.37 $48.87 $4,765,000 SEC
2009   Q2 97,500 0.39 $40.19 $3,919,000 SEC
2009   Q1 97,500 0.37 $35.29 $3,441,000 SEC
2008   Q4 97,500 0.33 $36.22 $3,531,000 SEC
2008   Q3 97,500 0.35 Add 59.05% 0.13 $50.62–59.42 · VW $55.57i $5,209,000 SEC
2008   Q2 61,300 0.22 Add 104.33% 0.11 $48.43–55.51 · VW $51.78i $3,194,000 SEC
2008   Q1 30,000 0.09 Buy 0.09 $43.00–52.08 · VW $48.24i $1,487,000 SEC
Price snapshot:
Current price$159.97
52-week low$148.06
52-week high$304.44