Tom Gayner runs Markel Group Inc.. Often called "the next Buffett." Buys quality businesses at fair prices and holds them indefinitely. As of the Q2 2026 13F filing, the disclosed long-equity portfolio is valued at $13.1B across 127 positions. The largest holdings are BERKSHIRE HATHAWAY INC DEL, ALPHABET INC, and DEERE & CO (BERKSHIRE HATHAWAY INC DEL alone is 12.2% of the book).

New positions opened in the latest quarter include NETFLIX INC., UFP INDUSTRIES INC, and ZOETIS INC. Recently exited names: SCOTTS MIRACLE-GRO CO and UNITEDHEALTH GROUP INC.

Tom Gayner runs Markel Group Inc.. Often called "the next Buffett." Buys quality businesses at fair prices and holds them indefinitely. As of the Q2 2026 13F filing, the disclosed long-equity portfolio is valued at $13.1B across 127 positions. The largest holdings are BERKSHIRE HATHAWAY INC DEL, ALPHABET INC, and DEERE & CO (BERKSHIRE HATHAWAY INC DEL alone is 12.2% of the book).

New positions opened in the latest quarter include NETFLIX INC., UFP INDUSTRIES INC, and ZOETIS INC. Recently exited names: SCOTTS MIRACLE-GRO CO and UNITEDHEALTH GROUP INC.