3 hedge funds and family offices disclose a MKL position in their latest SEC 13F filing — combined $897.3M in market value. Of those, 2 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Christopher Davis | Davis Selected Advisers, LP | 406,759 | $794.4M | 3.41% | 2026-06-30 |
| 2 | Francois Rochon | Giverny Capital Inc. | 43,978 | $94.5M | 3.15% | 2025-12-31 |
| 3 | Thomas Russo | Gardner Russo & Quinn LLC | 4,265 | $8.3M | 0.09% | 2026-06-30 |
As of the latest 13F window, 3 tracked superinvestors hold MKL. The largest disclosed position is Christopher Davis at $794.4M (3.4% 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 MKL, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
3 hedge funds and family offices disclose a MKL position in their latest SEC 13F filing — combined $897.3M in market value. Of those, 2 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Christopher Davis | Davis Selected Advisers, LP | 406,759 | $794.4M | 3.41% | 2026-06-30 |
| 2 | Francois Rochon | Giverny Capital Inc. | 43,978 | $94.5M | 3.15% | 2025-12-31 |
| 3 | Thomas Russo | Gardner Russo & Quinn LLC | 4,265 | $8.3M | 0.09% | 2026-06-30 |
As of the latest 13F window, 3 tracked superinvestors hold MKL. The largest disclosed position is Christopher Davis at $794.4M (3.4% 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 MKL, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
