Featured 13Fs · latest books
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Two managers. Latest 13F each. Shared names first, then each book. Dollars are as-filed AUM.
Warren Buffett · Berkshire Hathaway Inc.
29 names top 10 88.5%
Thomas Gayner · Markel Group Inc.
130 names top 10 42.9%
warm = held by both books, one color per shared name blue = only this book
- AAPL - Apple 22.0%
- AXP - American Express 17.1%
- KO - Coca Cola 10.9%
- GOOGL - Alphabet 9.4%
- BAC - Bank of America 9.2%
- CVX - Chevron 4.7%
- OXY - Occidental 4.3%
- CB - Chubb 3.9%
- GOOG - Alphabet 7.4%
- BRK.A - Berkshire Hathaway 6.4%
- BRK.B - Berkshire Hathaway 5.8%
- DE - Deere 4.2%
- BN - Brookfield 4.2%
- AMZN - Amazon 3.7%
- ADI - Analog Devices 3.0%
- GS - Goldman Sachs Group 2.8%
Shared names
Overlap
| Holding | Warren Buffett | $ | vs prior | Thomas Gayner | $ | vs prior |
|---|---|---|---|---|---|---|
| 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% +3.5pp | 1.6% | $204M | |
| GOOG - Alphabet | 3.2% | $9.6B | Add +658.3% +2.8pp | 7.4% | $972M | |
| MCO - Moody | 3.7% | $11.2B | 0.74% | $97M | ||
| NVR - NVR Inc | 0.03% | $76M | 0.63% | $82M | Add +0.1% −0.0pp | |
| COF - Capital One | 0.20% | $602M | Reduce −58.0% −0.3pp | 0.14% | $18M |
Only A
Warren Buffett · Berkshire Hathaway Inc.
| Holding | % | $ | vs prior |
|---|---|---|---|
| KO - The Coca Cola | 10.9% | $32.5B | |
| BAC - Bank of America | 9.2% | $27.5B | Reduce −5.9% −0.3pp |
| 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% +0.4pp |
| DAL - Delta Air Lines | 1.8% | $5.4B | Add +44.0% +0.8pp |
| SIRI - Siriusxm | 1.2% | $3.7B | |
| VRSN - Verisign | 0.76% | $2.3B | |
| KR - Kroger | 0.72% | $2.2B | Reduce −22.0% −0.7pp |
| ALLY - ALLY Financial | 0.41% | $1.2B | Reduce −6.9% −0.0pp |
| LEN - Lennar | 0.40% | $1.2B | Add +29.8% +0.1pp |
| LLYVK - Liberty Live | 0.37% | $1.1B | |
| NYT - New York Times | 0.37% | $1.1B | Add +3.7% −0.1pp |
| LLYVA - — | 0.17% | $505M | |
| LPX - Louisiana Pacific | 0.15% | $446M | |
| NUE - Nucor | 0.14% | $414M | Reduce −52.5% −0.1pp |
| M - Macys | 0.06% | $173M | Add +141.8% +0.0pp |
| LEN.B - — | <0.01% | $26M | Add +25.4% 0.0pp |
| JEF - Jefferies | <0.01% | $22M | |
| DHI - D.R. Horton | <0.01% | $581K | New |
Exited since 2026 Q1
| Holding | was % | $ | vs prior |
|---|---|---|---|
| STZ - Constellation Brands | 0.04% | $95M | Exit |
Only B
Thomas Gayner · Markel Group Inc.
Exited since 2026 Q1
| Holding | was % | $ | vs prior |
|---|---|---|---|
| SMG - Scotts Miracle Gro | 0.09% | $10M | Exit |
| UNH - United Health | 0.04% | $5M | Exit |