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  United Parcel Service, Inc. (UPS)
← All UPS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2016   Q1 0 0.00 Sell 100.00% 2.10 $87.30–106.61 · VW $96.83i SEC
2015   Q4 793,500 2.10 Add 3.39% 0.07 $95.82–107.32 · VW $101.22i $76,359,000 SEC
2015   Q3 767,500 2.03 Add 1.59% 0.03 $93.64–104.07 · VW $98.83i $75,745,000 SEC
2015   Q2 755,500 1.87 Add 1.48% 0.03 $94.88–102.84 · VW $99.28i $73,216,000 SEC
2015   Q1 744,500 1.86 Add 1.78% 0.03 $96.32–114.40 · VW $101.48i $72,172,000 SEC
2014   Q4 731,500 2.08 Add 0.69% 0.01 $94.05–113.10 · VW $106.53i $81,321,000 SEC
2014   Q3 726,500 2.08 Add 1.54% 0.03 $94.87–105.09 · VW $98.35i $71,408,000 SEC
2014   Q2 715,500 2.18 $102.66 $73,453,000 SEC
2014   Q1 715,500 2.21 Reduce 2.76% 0.07 $93.19–104.91 · VW $97.00i $69,675,000 SEC
2013   Q4 735,800 2.52 Reduce 0.31% <0.01 $88.45–105.37 · VW $99.66i $77,318,000 SEC
2013   Q3 738,059 2.39 Reduce 1.26% 0.03 $85.18–92.12 · VW $88.02i $67,436,000 SEC
2013   Q2 747,506 2.42 Add 0.63% 0.02 $81.95–89.96 · VW $85.92i $64,644,000 SEC
2013   Q1 742,853 2.48 Reduce 0.47% 0.01 $75.02–85.93 · VW $81.74i $63,811,000 SEC
2012   Q4 746,349 2.42 Add 973.57% 2.20 $69.56–76.20 · VW $73.05i $55,029,000 SEC
2012   Q3 69,520 0.23 Reduce 90.64% 2.65 $71.18–80.53 · VW $74.32i $4,976,000 SEC
2012   Q2 742,409 2.92 Add 1.52% 0.04 $72.15–80.97 · VW $76.95i $58,472,000 SEC
2012   Q1 731,273 2.93 Reduce 1.28% 0.04 $72.15–81.79 · VW $76.96i $59,029,000 SEC
2011   Q4 740,769 3.12 Reduce 0.23% <0.01 $61.27–73.81 · VW $69.95i $54,217,000 SEC
2011   Q3 742,466 3.03 Add 3.20% 0.09 $60.74–75.80 · VW $66.54i $46,887,000 SEC
2011   Q2 719,462 2.96 Add 0.03% <0.01 $68.13–75.58 · VW $72.93i $52,470,000 SEC
2011   Q1 719,259 3.12 Add 1.97% 0.06 $70.21–77.00 · VW $73.28i $53,456,000 SEC
2010   Q4 705,356 3.04 Reduce 0.09% <0.01 $65.44–73.94 · VW $69.59i $51,195,000 SEC
2010   Q3 705,958 3.06 Reduce 0.09% <0.01 $56.47–69.50 · VW $64.53i $47,080,000 SEC
2010   Q2 706,600 2.90 Add 0.07% <0.01 $56.70–70.89 · VW $63.71i $40,198,000 SEC
2010   Q1 706,097 3.05 Reduce 0.07% <0.01 $55.77–64.95 · VW $60.23i $45,480,000 SEC
2009   Q4 706,594 2.95 Reduce 0.13% <0.01 $53.17–59.75 · VW $56.52i $40,537,000 SEC
2009   Q3 707,490 3.13 Reduce 0.08% <0.01 $46.78–59.63 · VW $53.68i $39,952,000 SEC
2009   Q2 708,087 3.50 Add 0.37% 0.01 $46.41–57.89 · VW $51.87i $35,397,000 SEC
2009   Q1 705,483 3.76 Add 1.42% 0.05 $37.99–56.38 · VW $45.31i $34,724,000 SEC
2008   Q4 695,579 3.54 Reduce 0.21% <0.01 $43.32–64.44 · VW $54.20i $38,368,000 SEC
2008   Q3 697,075 2.95 Add 0.10% <0.01 $56.10–70.00 · VW $63.26i $43,839,000 SEC
2008   Q2 696,373 2.95 Reduce 0.19% <0.01 $59.30–75.08 · VW $68.82i $42,806,000 SEC
2008   Q1 697,670 2.93 Reduce 1.58% 0.04 $64.01–73.95 · VW $70.98i $50,944,000 SEC
2007   Q4 708,870 2.69 $70.72 $50,132,000 SEC
Price snapshot:
Current price$112.89
52-week low$78.17
52-week high$118.73