4 hedge funds and family offices disclose a MKL position in their latest SEC 13F filing — combined $841.9M 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 | 383,433 | $734.0M | 3.37% | 2026-03-31 |
| 2 | Francois Rochon | Giverny Capital Inc. | 43,978 | $94.5M | 3.15% | 2025-12-31 |
| 3 | Thomas Russo | Gardner Russo & Quinn LLC | 4,954 | $9.5M | 0.11% | 2026-03-31 |
| 4 | Ray Dalio | Bridgewater Associates LP | 2,053 | $3.9M | 0.02% | 2026-03-31 |
As of the latest 13F window, 4 tracked superinvestors hold MKL. The largest disclosed position is Christopher Davis at $734.0M (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
4 hedge funds and family offices disclose a MKL position in their latest SEC 13F filing — combined $841.9M 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 | 383,433 | $734.0M | 3.37% | 2026-03-31 |
| 2 | Francois Rochon | Giverny Capital Inc. | 43,978 | $94.5M | 3.15% | 2025-12-31 |
| 3 | Thomas Russo | Gardner Russo & Quinn LLC | 4,954 | $9.5M | 0.11% | 2026-03-31 |
| 4 | Ray Dalio | Bridgewater Associates LP | 2,053 | $3.9M | 0.02% | 2026-03-31 |
As of the latest 13F window, 4 tracked superinvestors hold MKL. The largest disclosed position is Christopher Davis at $734.0M (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
