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  Thermo Fisher Scientific Inc. (TMO)
← All TMO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 67,100 0.28 Add 6.85% 0.02 $435.27–538.41 · VW $488.73i $32,981,664 SEC
2025   Q4 62,800 0.29 Add 12.54% 0.03 $493.64–643.99 · VW $552.91i $36,389,461 SEC
2025   Q3 55,800 0.22 Add 12.61% 0.02 $456.67–602.32 · VW $549.94i $27,064,116 SEC
2025   Q2 49,550 0.17 Add 10.11% 0.02 $385.46–502.39 · VW $460.19i $20,090,543 SEC
2025   Q1 45,000 0.20 Add 9.49% 0.02 $390.50–536.21 · VW $443.18i $22,392,000 SEC
2024   Q4 41,100 0.19 Add 16.10% 0.03 $508.86–610.97 · VW $549.60i $21,381,454 SEC
2024   Q3 35,400 0.20 Add 20.41% 0.03 $493.30–627.88 · VW $550.27i $21,897,379 SEC
2024   Q2 29,400 0.16 Add 19.03% 0.03 $528.37–622.30 · VW $588.58i $16,258,200 SEC
2024   Q1 24,700 0.14 Add 26.02% 0.03 $529.64–603.82 · VW $567.15i $14,355,888 SEC
2023   Q4 19,600 0.11 Add 44.12% 0.03 $487.06–575.00 · VW $544.08i $10,403,485 SEC
2023   Q3 13,600 0.08 Add 65.85% 0.03 $415.60–565.86 · VW $492.41i $6,883,913 SEC
2023   Q2 8,200 0.05 $521.75 $4,278,351 SEC
2023   Q1 8,200 0.06 $576.37 $4,726,235 SEC
2022   Q4 8,200 0.06 Add 5.13% <0.01 $520.01–609.85 · VW $557.21i $4,515,659 SEC
2022   Q3 7,800 0.06 Add 20.00% 0.01 $475.77–580.13 · VW $538.71i $3,956,000 SEC
2022   Q2 6,500 0.05 Add 233.33% 0.04 $497.83–611.06 · VW $551.40i $3,531,000 SEC
2022   Q1 1,950 0.01 Add 550.00% <0.01 $512.10–618.36 · VW $566.01i $1,152,000 SEC
2021   Q4 300 <0.01 Buy <0.01 $513.94–672.34 · VW $576.76i $200,000 SEC
Price snapshot:
Current price$528.51
Avg. buy price$531.61
+/- since buy-0.58%
52-week low$401.89
52-week high$642.71