Thomas Gayner - Markel Group Inc.
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    129
Portfolio value:    $11,938,885,174
Holdings Activity Buys Sells    History
Holding/activity history for  NIKE Inc. (NKE)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 447,400 0.20 $52.82 $23,631,668 SEC
2025   Q4 447,400 0.23 $63.71 $28,503,854 SEC
2025   Q3 447,400 0.25 $69.73 $31,197,202 SEC
2025   Q2 447,400 0.27 Add 0.45% <0.01 $71.04 $31,783,296 SEC
2025   Q1 445,400 0.25 Add 3.01% <0.01 $63.48 $28,273,992 SEC
2024   Q4 432,400 0.29 Add 0.82% <0.01 $75.67 $32,719,708 SEC
2024   Q3 428,900 0.34 Add 10.29% 0.03 $88.40 $37,914,760 SEC
2024   Q2 388,900 0.29 Add 3.46% <0.01 $75.37 $29,311,393 SEC
2024   Q1 375,900 0.35 Add 1.90% <0.01 $93.98 $35,327,082 SEC
2023   Q4 368,900 0.44 $108.57 $40,051,473 SEC
2023   Q3 368,900 0.43 $95.62 $35,274,218 SEC
2023   Q2 368,900 0.48 $110.37 $40,715,493 SEC
2023   Q1 368,900 0.58 $122.64 $45,241,896 SEC
2022   Q4 368,900 0.58 Add 0.79% <0.01 $117.01 $43,164,989 SEC
2022   Q3 366,000 0.45 $83.12 $30,422,000 SEC
2022   Q2 366,000 0.54 $102.20 $37,405,000 SEC
2022   Q1 366,000 0.59 $134.56 $49,249,000 SEC
2021   Q4 366,000 0.71 $166.67 $61,002,000 SEC
2021   Q3 366,000 0.68 $145.23 $53,154,000 SEC
2021   Q2 366,000 0.72 $154.49 $56,543,000 SEC
2021   Q1 366,000 0.68 $132.89 $48,638,000 SEC
2020   Q4 366,000 0.78 $141.47 $51,778,000 SEC
2020   Q3 366,000 0.78 $125.54 $45,947,000 SEC
2020   Q2 366,000 0.67 $98.05 $35,886,000 SEC
2020   Q1 366,000 0.57 $82.74 $30,283,000 SEC
2019   Q4 366,000 0.52 $101.31 $37,079,000 SEC
2019   Q3 366,000 0.52 $93.92 $34,374,000 SEC
2019   Q2 366,000 0.48 $83.95 $30,726,000 SEC
2019   Q1 366,000 0.52 $84.21 $30,821,000 SEC
2018   Q4 366,000 0.52 $74.14 $27,135,000 SEC
2018   Q3 366,000 0.53 $84.72 $31,007,000 SEC
2018   Q2 366,000 0.54 $79.68 $29,162,000 SEC
2018   Q1 366,000 0.47 $66.44 $24,317,000 SEC
2017   Q4 366,000 0.44 $62.55 $22,893,000 SEC
2017   Q3 366,000 0.38 Add 1.39% <0.01 $51.85 $18,977,000 SEC
2017   Q2 361,000 0.46 Add 3.74% 0.02 $59.00 $21,299,000 SEC
2017   Q1 348,000 0.44 Add 7.41% 0.03 $55.73 $19,394,000 SEC
2016   Q4 324,000 0.40 Add 1.25% <0.01 $50.83 $16,469,000 SEC
2016   Q3 320,000 0.44 $52.65 $16,848,000 SEC
2016   Q2 320,000 0.47 $55.20 $17,664,000 SEC
2016   Q1 320,000 0.54 $61.47 $19,670,000 SEC
2015   Q4 320,000 0.55 Add 100.00% 0.28 $62.50 $20,000,000 SEC
2015   Q3 160,000 0.53 $122.97 $19,675,000 SEC
2015   Q2 160,000 0.44 $108.02 $17,283,000 SEC
2015   Q1 160,000 0.41 Add 3.23% 0.01 $100.33 $16,053,000 SEC
2014   Q4 155,000 0.38 Add 8.39% 0.03 $96.15 $14,903,000 SEC
2014   Q3 143,000 0.37 Add 9.16% 0.03 $89.20 $12,756,000 SEC
2014   Q2 131,000 0.30 Add 9.17% 0.03 $77.55 $10,159,000 SEC
2014   Q1 120,000 0.28 Reduce 0.33% <0.01 $73.86 $8,863,000 SEC
2013   Q4 120,400 0.31 $78.64 $9,468,000 SEC
2013   Q3 120,400 0.31 $72.64 $8,746,000 SEC
2013   Q2 120,400 0.29 $63.68 $7,667,000 SEC
2013   Q1 120,400 0.28 $59.01 $7,105,000 SEC
2012   Q4 120,400 0.27 Add 103.38% 0.14 $51.60 $6,213,000 SEC
2012   Q3 59,200 0.26 Add 17.93% 0.04 $94.92 $5,619,000 SEC
2012   Q2 50,200 0.22 $87.79 $4,407,000 SEC
2012   Q1 50,200 0.27 $108.45 $5,444,000 SEC
2011   Q4 50,200 0.28 $96.37 $4,838,000 SEC
2011   Q3 50,200 0.28 $85.52 $4,293,000 SEC
2011   Q2 50,200 0.25 $89.98 $4,517,000 SEC
2011   Q1 50,200 0.22 $75.70 $3,800,000 SEC
2010   Q4 50,200 0.25 $85.42 $4,288,000 SEC
2010   Q3 50,200 0.26 $80.14 $4,023,000 SEC
2010   Q2 50,200 0.24 $67.55 $3,391,000 SEC
2010   Q1 50,200 0.25 $73.51 $3,690,000 SEC
2009   Q4 50,200 0.24 $66.08 $3,317,000 SEC
2009   Q3 50,200 0.25 $64.70 $3,248,000 SEC
2009   Q2 50,200 0.26 $51.77 $2,599,000 SEC
2009   Q1 50,200 0.25 $46.89 $2,354,000 SEC
2008   Q4 50,200 0.24 $51.00 $2,560,000 SEC
2008   Q3 50,200 0.23 $66.89 $3,358,000 SEC
2008   Q2 50,200 0.21 Buy 0.21 $59.60 $2,992,000 SEC