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  Marriott Vacations Worldwide (VAC)
← All VAC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2012   Q3 0 0.00 Sell 100.00% 0.21 $28.01–36.72 · VW $32.28i SEC
2012   Q2 133,115 0.21 Reduce 0.57% <0.01 $26.02–33.64 · VW $29.44i $4,124,000 SEC
2012   Q1 133,877 0.19 Reduce 4.87% <0.01 $17.35–29.19 · VW $24.17i $3,817,000 SEC
2011   Q4 140,735 0.14 Buy 0.14 $15.75–18.89 · VW $17.27i
IPO/listing quarter
$2,415,000 SEC