Tom Gayner · portfolio filed with the SEC for Q2 2026 (quarter end 2026-06-30, filed 2026-07-31), compared with Q1 2026.
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Go Pro| Stock | Weight | Value | Held since | Vs. previous quarter |
|---|---|---|---|---|
| BRK-A Berkshire Hathaway Inc DEL | 12.2% | $1.6B | Q3 2023 or earlier | = |
| GOOG Alphabet Inc | 9.0% | $1.2B | Q3 2023 or earlier | = |
| DE Deere & Co | 4.2% | $556.9M | Q3 2023 or earlier | = |
| BN Brookfield Corp | 4.2% | $556.8M | Q3 2023 or earlier | = |
| AMZN Amazon COM Inc | 3.7% | $484.0M | Q3 2023 or earlier | = |
| ADI Analog Devices Inc | 3.0% | $397.0M | Q3 2023 or earlier | = |
| GS Goldman Sachs Group Inc | 2.8% | $363.4M | Q3 2023 or earlier | = |
| AAPL Apple Inc | 2.7% | $355.1M | Q3 2023 or earlier | = |
| CAT Caterpillar Inc | 2.7% | $350.0M | Q3 2023 or earlier | = |
| V Visa Inc | 2.6% | $347.9M | Q3 2023 or earlier | = |
| 117 more with Pro | ||||
| Stock | Value last quarter |
|---|---|
| SMG Scotts Miracle-gro Co | $10.2M |
| UNH Unitedhealth Group Inc | $5.1M |
A 13F is a snapshot of the portfolio at each quarter end: it doesn't show the day of each purchase. "Held since" is the first quarter in which the position appears continuously (up to 3 years of history). For this quarter's purchases we show the range of closing prices in the quarter and its average, the best estimate of the purchase price, and how much it has moved since.
Source: SEC EDGAR, Form 13F-HR. Long US equity positions only (no shorts, cash or options). For information purposes only; not investment advice.