Tom Gayner's AMZN Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 2.0M shares of Amazon.com, Inc. (AMZN) worth $445.89 M, representing 3.62% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Tom Gayner has maintained a long-term strategic position in AMZN, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2016, adding 290.0K shares. Largest reduction occurred in Q4 2015, reducing 248.0K shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's Amazoncom (AMZN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Amazoncom (AMZN) Trades by Tom Gayner
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +216,020 | Add 0.00% | 216,000 | $13.88 |
| Q3 2013 | +82,000 | Add 37.96% | 298,000 | $15.63 |
| Q4 2013 | +16,000 | Add 5.37% | 314,000 | $19.94 |
| Q1 2014 | -314,000 | Sold Out | 314,000 | $0.00 |
| Q4 2015 | +66,000 | New Buy | 66,000 | $33.79 |
| Q1 2016 | +114,000 | Add 172.73% | 180,000 | $29.68 |
| Q2 2016 | +210,000 | Add 116.67% | 390,000 | $35.78 |
| Q3 2016 | +290,000 | Add 74.36% | 680,000 | $41.87 |
| Q4 2016 | +240,000 | Add 35.29% | 920,000 | $37.49 |
| Q1 2017 | +260,000 | Add 28.26% | 1.18 M | $44.33 |
| Q2 2017 | +220,000 | Add 18.64% | 1.4 M | $48.40 |
| Q3 2017 | +200,000 | Add 14.29% | 1.6 M | $48.07 |
| Q1 2018 | +94,400 | Add 5.90% | 1.69 M | $72.37 |
| Q2 2018 | +54,000 | Add 3.19% | 1.75 M | $84.99 |
| Q3 2018 | +38,000 | Add 2.17% | 1.79 M | $100.15 |
| Q4 2018 | +8,500 | Add 0.48% | 1.79 M | $75.10 |
| Q1 2019 | +69,840 | Add 3.89% | 1.86 M | $89.04 |
| Q2 2019 | +29,400 | Add 1.58% | 1.89 M | $94.68 |
| Q3 2019 | +51,000 | Add 2.69% | 1.95 M | $86.80 |
| Q4 2019 | +13,500 | Add 0.69% | 1.96 M | $92.39 |
| Q1 2020 | +10,200 | Add 0.52% | 1.97 M | $97.49 |
| Q2 2021 | +1,520 | Add 0.08% | 1.97 M | $172.01 |
| Q1 2022 | +11,000 | Add 0.56% | 1.98 M | $163.00 |
| Q3 2022 | +2,000 | Add 0.10% | 1.98 M | $113.00 |
| Q4 2022 | +14,500 | Add 0.73% | 2 M | $84.00 |
| Q1 2023 | +11,500 | Add 0.58% | 2.01 M | $103.29 |
| Q2 2023 | +9,500 | Add 0.47% | 2.02 M | $130.36 |
| Q3 2023 | +6,100 | Add 0.30% | 2.02 M | $127.12 |
| Q4 2023 | +5,800 | Add 0.29% | 2.03 M | $151.94 |
Tom Gayner's Amazoncom Investment FAQs
Tom Gayner first purchased Amazon.com, Inc. (AMZN) in Q2 2013, acquiring 216,000 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 Amazon.com, Inc. (AMZN) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Gayner's largest addition to Amazon.com, Inc. (AMZN) was in Q3 2016, adding 680,000 shares worth $28.47 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 2,030,760 shares of Amazon.com, Inc. (AMZN), valued at approximately $445.89 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Amazon.com, Inc. (AMZN) represents approximately 3.62% 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 Amazon.com, Inc. (AMZN) was 2,030,760 shares, as reported at the end of Q4 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.