Compare
Put two managers' latest 13Fs side by side: the stocks they both own, then what only each one holds. Dollars are as filed.
Warren Buffett, Berkshire Hathaway Inc.
29 stocks top 10 88.5%
Thomas Gayner, Markel Group Inc.
130 stocks top 10 42.9%
Blue: held by both managers, one shade per shared stock Gray: held by this manager only
Stocks both hold
Overlap
| Holding | Warren Buffett | $ | Δ weight | Thomas Gayner | $ | Δ weight |
|---|---|---|---|---|---|---|
| AAPL, Apple | 22.0% | $66B | 2.7% | $355M | ||
| AXP, American Express | 17.1% | $51.3B | 1.3% | $166M | ||
| GOOGL, Alphabet | 9.4% | $28.2B | Add +45.2% sh +3.5% | 1.6% | $204M | |
| GOOG, Alphabet | 3.2% | $9.6B | Add +658.3% sh +2.8% | 7.4% | $972M | |
| MCO, Moody's | 3.7% | $11.2B | 0.74% | $97M | ||
| NVR | 0.03% | $76M | 0.63% | $82M | Add +0.1% sh 0.0% | |
| COF, Capital One | 0.20% | $602M | Reduce −58.0% sh −0.3% | 0.14% | $18M |
Only A
Warren Buffett, Berkshire Hathaway Inc.
| Holding | % | $ | Δ weight |
|---|---|---|---|
| KO, Coca-Cola | 10.9% | $32.5B | |
| BAC, Bank of America | 9.2% | $27.5B | Reduce −5.9% sh −0.3% |
| CVX, Chevron | 4.7% | $14B | |
| OXY, Occidental | 4.3% | $12.9B | |
| CB, Chubb | 3.9% | $11.7B | |
| KHC, Kraft Heinz | 2.6% | $7.7B | |
| DVA, DaVita | 2.1% | $6.4B | Reduce −4.1% sh +0.4% |
| DAL, Delta Air Lines | 1.8% | $5.4B | Add +44.0% sh +0.8% |
| SIRI, Sirius XM | 1.2% | $3.7B | |
| VRSN, VeriSign | 0.76% | $2.3B | |
| KR, Kroger | 0.72% | $2.2B | Reduce −22.0% sh −0.7% |
| ALLY, Ally Financial | 0.41% | $1.2B | Reduce −6.9% sh 0.0% |
| LEN, Lennar | 0.40% | $1.2B | Add +29.8% sh +0.1% |
| LLYVK, Liberty Live | 0.37% | $1.1B | |
| NYT, New York Times | 0.37% | $1.1B | Add +3.7% sh −0.1% |
| LLYVA | 0.17% | $505M | |
| LPX, Louisiana Pacific | 0.15% | $446M | |
| NUE, Nucor | 0.14% | $414M | Reduce −52.5% sh −0.1% |
| M, Macys | 0.06% | $173M | Add +141.8% sh 0.0% |
| LEN.B, Lennar | <0.01% | $26M | Add +25.4% sh 0.0% |
| JEF, Jefferies | <0.01% | $22M | |
| DHI, D.R. Horton | <0.01% | $581K | New |
Exited since 2026 Q1
| Holding | Was % | $ | Δ weight |
|---|---|---|---|
| STZ, Constellation Brands | 0.04% | $95M | Exit |
Only B
Thomas Gayner, Markel Group Inc.
| Holding | % | $ | Δ weight |
|---|---|---|---|
| BRK.A, Berkshire Hathaway | 6.4% | $834M | |
| BRK.B, Berkshire Hathaway | 5.8% | $767M | |
| DE, Deere | 4.2% | $557M | |
| BN, Brookfield Corporation | 4.2% | $557M | |
| AMZN, Amazon | 3.7% | $484M | |
| ADI, Analog Devices | 3.0% | $397M | Reduce −2.3% sh +0.3% |
| GS, Goldman Sachs | 2.8% | $363M | |
| CAT, Caterpillar | 2.7% | $350M | |
| V, Visa | 2.6% | $348M | Add +1.0% sh +0.1% |
| HD, Home Depot | 2.5% | $325M | Add +0.3% sh −0.1% |
| WSO, Watsco | 1.9% | $249M | Add +2.7% sh +0.1% |
| TXN, Texas Instruments | 1.6% | $216M | |
| BLK, BlackRock | 1.6% | $212M | |
| MSFT, Microsoft | 1.5% | $201M | |
| DIS, Disney | 1.5% | $196M | |
| LOW, Lowe's | 1.3% | $166M | Add +1.8% sh −0.2% |
| PGR, Progressive | 1.3% | $165M | |
| FNV, Franco Nevada | 1.2% | $161M | Add +9.2% sh −0.2% |
| LPLA, LPL Financial | 1.2% | $158M | |
| JNJ, Johnson & Johnson | 1.2% | $155M | |
| BX, Blackstone | 1.1% | $145M | |
| RLI | 1.1% | $141M | |
| GD, General Dynamics | 1.1% | $139M | |
| NVO, Novo Nordisk | 1.0% | $138M | |
| KKR | 1.0% | $133M | |
| META, Meta Platforms | 1.0% | $132M | Reduce −5.7% sh −0.2% |
| SCHW, Charles Schwab | 0.98% | $129M | Add +0.8% sh −0.1% |
| MMC, Marsh McLennan | 0.97% | $127M | |
| APO, Apollo Global Management | 0.91% | $120M | |
| ADM, Archer-Daniels-Midland | 0.88% | $115M | |
| LIN, Linde | 0.85% | $112M | Add +5.4% sh 0.0% |
| DEO, Diageo | 0.84% | $110M | |
| MA, Mastercard | 0.81% | $107M | |
| DG, Dollar General | 0.76% | $100M | |
| BAM, Brookfield Asset Management | 0.75% | $98M | |
| HEI, Heico | 0.75% | $98M | |
| ODFL, Old Dominion Freight Line | 0.71% | $93M | |
| NSC, Norfolk Southern | 0.68% | $89M | |
| ITW, Illinois Tool Works | 0.67% | $89M | |
| JPM, JPMorgan Chase | 0.63% | $83M | |
| MSCI | 0.61% | $80M | |
| ROK, Rockwell | 0.58% | $77M | |
| ECL, Ecolab | 0.58% | $76M | |
| URI, Sunbelt Rentals | 0.56% | $73M | Add +1.1% sh 0.0% |
| SBUX, Starbucks | 0.49% | $64M | |
| ROL, Rollins | 0.48% | $63M | Add +1.2% sh −0.2% |
| THG, Hanover Insurance | 0.46% | $60M | |
| ITIC, Investors Title | 0.44% | $58M | |
| CG, Carlyle Group | 0.43% | $56M | |
| TSN, Tyson Foods | 0.40% | $52M | Add +2.7% sh −0.1% |
| SPGI, S&P Global | 0.37% | $48M | |
| AON, Aon | 0.34% | $45M | |
| UNP, Union Pacific | 0.33% | $44M | Add +7.2% sh 0.0% |
| FERG, Ferguson | 0.33% | $43M | Add +5.6% sh 0.0% |
| RTX | 0.32% | $42M | |
| CSCO, Cisco | 0.32% | $42M | |
| MELI, MercadoLibre | 0.31% | $41M | Add +340.4% sh +0.2% |
| YUM, Yum Brands | 0.30% | $39M | |
| MAR, Marriott | 0.28% | $37M | Add +6.1% sh 0.0% |
| ALL, Allstate | 0.28% | $37M | |
| TMO, Thermo Fisher Scientific | 0.28% | $37M | Add +8.9% sh 0.0% |
| COST, Costco | 0.28% | $37M | |
| HGTY, Hagerty | 0.27% | $36M | |
| TROW, T. Rowe Price | 0.27% | $36M | |
| URI, United Rentals | 0.27% | $35M | |
| ABNB, Airbnb | 0.26% | $35M | |
| LMT, Lockheed Martin | 0.25% | $33M | |
| HCA, HCA Healthcare | 0.25% | $33M | Add +2.3% sh −0.1% |
| SHW, Sherwin-Williams | 0.25% | $32M | |
| FDS, FactSet | 0.24% | $31M | |
| LAMR, Lamar Advertising | 0.23% | $30M | |
| VRSK, Verisk | 0.21% | $28M | |
| CSX | 0.21% | $28M | Add +10.3% sh 0.0% |
| AMAT, Applied Materials | 0.20% | $26M | |
| APD, Air Products | 0.20% | $26M | Add +17.2% sh 0.0% |
| FIX, Comfort Systems | 0.20% | $26M | |
| CCK, Crown | 0.19% | $25M | |
| BF.A, Brown-Forman | 0.18% | $23M | |
| RNR, RenaissanceRe | 0.17% | $22M | |
| EPD, Enterprise Products Partners | 0.16% | $21M | Add +181.7% sh +0.1% |
| PM, Philip Morris International | 0.16% | $21M | |
| ACN, Accenture | 0.15% | $20M | |
| CMCSA, Comcast | 0.15% | $20M | Reduce −16.6% sh −0.1% |
| HXL, Hexcel | 0.14% | $19M | |
| NKE, Nike | 0.14% | $18M | |
| BK, BNY | 0.14% | $18M | |
| CARR, Carrier Global | 0.13% | $17M | |
| WFC, Wells Fargo | 0.13% | $17M | |
| SEIC, Sei Investments | 0.12% | $15M | |
| PAYX, Paychex | 0.11% | $15M | |
| HSY, Hershey | 0.10% | $13M | |
| PEP, PepsiCo | 0.10% | $13M | |
| BF.B, Brown-Forman | 0.10% | $13M | |
| SPOT, Spotify | 0.09% | $12M | |
| SHOP, Shopify | 0.09% | $12M | |
| EFX, Equifax | 0.09% | $12M | |
| CME, CME Group | 0.08% | $11M | |
| CBOE, Cboe Global Markets | 0.08% | $11M | |
| UBER, Uber | 0.08% | $10M | |
| OTIS, Otis Worldwide | 0.07% | $9.6M | Add +16.6% sh 0.0% |
| IQV, IQVIA | 0.07% | $9.1M | |
| HII, Huntington Ingalls | 0.06% | $7.7M | |
| XOM, Exxon Mobil | 0.06% | $7.7M | Add +19.4% sh 0.0% |
| NSP, Insperity | 0.06% | $7.5M | |
| KMX, CarMax | 0.05% | $7.2M | |
| SONY, Sony | 0.05% | $6.7M | |
| CNI, Canadian National Railway | 0.05% | $6.4M | |
| CP, Canadian Pacific Kansas City | 0.05% | $6.3M | Add +22.7% sh 0.0% |
| GHC, Graham | 0.05% | $5.9M | |
| EMN, Eastman Chemical | 0.04% | $5M | |
| ZTS, Zoetis | 0.04% | $4.8M | New |
| BC, Brunswick | 0.03% | $4.3M | |
| WRB, W R Berkley | 0.03% | $4.3M | |
| MGM, MGM Resorts | 0.03% | $4.2M | |
| AYI, Acuity | 0.03% | $3.7M | |
| ICE, Intercontinental Exchange | 0.03% | $3.6M | |
| EXP, Eagle Materials | 0.03% | $3.3M | |
| WY, Weyerhaeuser | 0.02% | $2.9M | Add +585.7% sh 0.0% |
| NFLX, Netflix | 0.02% | $2.9M | New |
| SYY, Sysco | 0.02% | $2.5M | |
| DPZ, Domino's Pizza | 0.01% | $1.6M | |
| BRO, Brown & Brown | <0.01% | $898K | |
| UFPI, Ufp Industries | <0.01% | $363K | New |
Exited since 2026 Q1
| Holding | Was % | $ | Δ weight |
|---|---|---|---|
| SMG, Scotts Miracle Gro | 0.09% | $10M | Exit |
| UNH, UnitedHealth Group | 0.04% | $5.1M | Exit |