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  Yum! Brands, Inc. (YUM)
← All YUM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 245,213 0.32 Add 8.29% 0.02 $148.24–169.39 · VW $159.12i $38,125,718 SEC
2025   Q4 226,451 0.27 $151.28 $34,257,507 SEC
2025   Q3 226,451 0.28 $152.00 $34,420,552 SEC
2025   Q2 226,451 0.28 Add 0.44% <0.01 $137.97–161.81 · VW $147.51i $33,555,509 SEC
2025   Q1 225,451 0.32 Add 9.71% 0.03 $122.13–163.30 · VW $145.52i $35,476,970 SEC
2024   Q4 205,502 0.24 Add 31.31% 0.06 $130.14–140.14 · VW $135.25i $27,570,148 SEC
2024   Q3 156,502 0.20 Add 80.92% 0.09 $124.76–141.48 · VW $134.25i $21,864,895 SEC
2024   Q2 86,502 0.11 Add 435.55% 0.09 $131.27–143.20 · VW $137.63i $11,458,055 SEC
2024   Q1 16,152 0.02 Buy 0.02 $125.74–141.64 · VW $134.55i $2,239,475 SEC
2012   Q3 0 0.00 Sell 100.00% 0.01 $43.89–49.76 · VW $46.79i SEC
2012   Q2 4,451 0.01 $46.28 $206,000 SEC
2012   Q1 4,451 0.01 Buy 0.01 $41.98–51.61 · VW $46.99i $228,000 SEC
2009   Q3 0 0.00 Sell 100.00% 0.08 $23.36–26.57 · VW $24.89i SEC
2009   Q2 33,662 0.08 $23.98 $807,000 SEC
2009   Q1 33,662 0.07 $19.76 $665,000 SEC
2008   Q4 33,662 0.07 $22.64 $762,000 SEC
2008   Q3 33,662 0.05 Reduce 0.41% <0.01 $22.56–28.94 · VW $25.35i $789,000 SEC
2008   Q2 33,801 0.06 Reduce 2.02% <0.01 $24.78–30.00 · VW $27.70i $853,000 SEC
2008   Q1 34,497 0.05 Buy 0.05 $22.28–28.11 · VW $25.38i $923,000 SEC
Price snapshot:
Current price$161.68
Avg. buy price$139.13
+/- since buy16.21%
52-week low$135.39
52-week high$170.14