Tom Gayner's AMAT Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 26.3K shares of Applied Materials, Inc. (AMAT) worth $5.37 M, representing 0.04% of the portfolio. First purchased in 2025-Q2, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Tom Gayner has initiated a new position in AMAT, representing a fresh investment thesis on this company. Largest addition occurred in Q3 2025, adding 9.8K shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's Applied Materials (AMAT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Applied Materials (AMAT) Trades by Tom Gayner
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2025 | +16,500 | New Buy | 16,500 | $183.07 |
| Q3 2025 | +9,750 | Add 59.09% | 26,250 | $204.74 |
Tom Gayner's Applied Materials Investment FAQs
Tom Gayner first purchased Applied Materials, Inc. (AMAT) in Q2 2025, acquiring 16,500 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Gayner has held Applied Materials, Inc. (AMAT) for 2 quarters since Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Gayner's largest addition to Applied Materials, Inc. (AMAT) was in Q2 2025, adding 16,500 shares worth $3.02 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Tom Gayner's firm, Markel Group Inc., owns 26,250 shares of Applied Materials, Inc. (AMAT), valued at approximately $5.37 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Applied Materials, Inc. (AMAT) represents approximately 0.04% of Tom Gayner's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Gayner's peak holding in Applied Materials, Inc. (AMAT) was 26,250 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.