4 hedge funds and family offices disclose a GD position in their latest SEC 13F filing — combined $148.7M in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Tom Gayner | Markel Group Inc. | 391,000 | $138.5M | 1.05% | 2026-06-30 |
| 2 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 29,725 | $10.0M | 0.90% | 2025-12-31 |
| 3 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 609 | $205K | 0.03% | 2025-12-31 |
| 4 | Olstein Capital Management | Olstein Capital Management LP | 22,000 | $7K | 1.52% | 2025-12-31 |
As of the latest 13F window, 4 tracked superinvestors hold GD. The largest disclosed position is Tom Gayner at $138.5M (1.1% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying GD, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
4 hedge funds and family offices disclose a GD position in their latest SEC 13F filing — combined $148.7M in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Tom Gayner | Markel Group Inc. | 391,000 | $138.5M | 1.05% | 2026-06-30 |
| 2 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 29,725 | $10.0M | 0.90% | 2025-12-31 |
| 3 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 609 | $205K | 0.03% | 2025-12-31 |
| 4 | Olstein Capital Management | Olstein Capital Management LP | 22,000 | $7K | 1.52% | 2025-12-31 |
As of the latest 13F window, 4 tracked superinvestors hold GD. The largest disclosed position is Tom Gayner at $138.5M (1.1% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying GD, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
