Tom Gayner's AMAT Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 34,100 shares of Applied Materials, Inc. (AMAT) worth $8.76 M, representing 0.07% of the portfolio. First purchased in 2025-Q2, this short-term holding has been held for 3 quarters.
Based on 13F filings, Tom Gayner has maintained this position in AMAT for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 9,750 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +7,850 | Add 29.90% | 34,100 | $256.99 |
| Q3 2025 | +9,750 | Add 59.09% | 26,250 | $204.74 |
| Q2 2025 | +16,500 | New Buy | 16,500 | $183.07 |
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 3 quarters since Q2 2025.
Tom Gayner's largest addition to Applied Materials, Inc. (AMAT) was in Q2 2025, adding 16,500 shares worth $3.02 M.
According to the latest 13F filing for Q4 2025, Tom Gayner's firm, Markel Group Inc., owns 34,100 shares of Applied Materials, Inc. (AMAT), valued at approximately $8.76 M.
As of the Q4 2025 filing, Applied Materials, Inc. (AMAT) represents approximately 0.07% of Tom Gayner's publicly disclosed stock portfolio, making it one of their key holdings.
Tom Gayner's peak holding in Applied Materials, Inc. (AMAT) was 34,100 shares, as reported at the end of Q4 2025.