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  SLB N.V. (SLB)
← All SLB superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2017   Q4 0 0.00 Sell 100.00% 0.01 $61.78–80.35 · VW $69.26i SEC
2017   Q3 4,000 0.01 $69.75 $279,000 SEC
2017   Q2 4,000 0.01 Reduce 99.40% 1.17 $62.56–70.69 · VW $65.59i $263,000 SEC
2017   Q1 662,500 1.18 $78.10 $51,741,000 SEC
2016   Q4 662,500 1.36 $83.95 $55,617,000 SEC
2016   Q3 662,500 1.36 $78.64 $52,099,000 SEC
2016   Q2 662,500 1.40 $79.08 $52,390,000 SEC
2016   Q1 662,500 1.33 Add 0.08% <0.01 $71.34–81.96 · VW $76.53i $48,859,000 SEC
2015   Q4 662,000 1.27 Add 1.53% 0.02 $59.60–78.22 · VW $69.85i $46,174,000 SEC
2015   Q3 652,000 1.20 Add 4.82% 0.06 $66.57–82.43 · VW $75.38i $44,968,000 SEC
2015   Q2 622,000 1.37 Add 14.13% 0.17 $68.01–92.61 · VW $79.33i $53,610,000 SEC
2015   Q1 545,000 1.17 Add 34.57% 0.30 $79.39–95.13 · VW $88.43i $45,475,000 SEC
2014   Q4 405,000 0.88 Add 23.85% 0.17 $75.60–89.00 · VW $82.92i $34,591,000 SEC
2014   Q3 327,000 0.97 Add 5.48% 0.05 $83.25–109.93 · VW $93.04i $33,253,000 SEC
2014   Q2 310,000 1.09 Add 19.23% 0.18 $102.91–118.76 · VW $110.44i $36,564,000 SEC
2014   Q1 260,000 0.81 Add 49.43% 0.27 $88.88–104.21 · VW $99.04i $25,350,000 SEC
2013   Q4 174,000 0.51 Add 12.99% 0.06 $84.91–93.84 · VW $90.58i $15,679,000 SEC
2013   Q3 154,000 0.48 Add 2.67% 0.01 $81.68–94.91 · VW $88.34i $13,607,000 SEC
2013   Q2 150,000 0.40 Add 2.74% 0.01 $70.25–85.02 · VW $78.74i $10,749,000 SEC
2013   Q1 146,000 0.43 $74.89 $10,934,000 SEC
2012   Q4 146,000 0.45 $69.30 $10,118,000 SEC
2012   Q3 146,000 0.50 Add 0.69% <0.01 $66.85–78.47 · VW $72.31i $10,560,000 SEC
2012   Q2 145,000 0.47 Add 59.34% 0.18 $59.12–75.68 · VW $69.06i $9,412,000 SEC
2012   Q1 91,000 0.32 Add 31.12% 0.07 $61.23–78.89 · VW $67.79i $6,364,000 SEC
2011   Q4 69,400 0.27 Reduce 0.86% <0.01 $64.95–80.78 · VW $74.45i $4,741,000 SEC
2011   Q3 70,000 0.27 Reduce 0.43% <0.01 $54.79–79.54 · VW $69.89i $4,181,000 SEC
2011   Q2 70,300 0.34 $86.40 $6,074,000 SEC
2011   Q1 70,300 0.38 $93.26 $6,556,000 SEC
2010   Q4 70,300 0.35 Add 6.03% 0.02 $78.30–95.64 · VW $89.12i $5,870,000 SEC
2010   Q3 66,300 0.27 Reduce 0.15% <0.01 $53.90–77.79 · VW $69.68i $4,085,000 SEC
2010   Q2 66,400 0.27 Add 0.61% <0.01 $51.67–63.72 · VW $56.24i $3,675,000 SEC
2010   Q1 66,000 0.28 $63.45 $4,188,000 SEC
2009   Q4 66,000 0.31 Add 15.79% 0.04 $58.98–72.00 · VW $64.03i $4,296,000 SEC
2009   Q3 57,000 0.27 Add 46.15% 0.08 $53.92–71.10 · VW $62.97i $3,397,000 SEC
2009   Q2 39,000 0.21 Add 8.33% 0.02 $48.13–63.78 · VW $56.04i $2,110,000 SEC
2009   Q1 36,000 0.16 Add 73.08% 0.07 $35.30–58.64 · VW $50.39i $1,462,000 SEC
2008   Q4 20,800 0.08 Add 3.48% <0.01 $35.05–49.25 · VW $40.79i $880,000 SEC
2008   Q3 20,100 0.11 Buy 0.11 $39.00–93.69 · VW $61.14i $1,570,000 SEC
Price snapshot:
Current price$47.36
52-week low$31.05
52-week high$58.51