Tom Gayner's FDX Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 213.0K shares of FedEx Corporation (FDX) worth $50.23 M, representing 0.41% of the portfolio. First purchased in 2015-Q3, this long-term strategic position has been held for 41 quarters.
Based on 13F filings since 2013, Tom Gayner has maintained a long-term strategic position in FDX, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2022, adding 41.0K shares. Largest reduction occurred in Q4 2021, reducing 14.5K shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's FedEx Corporation (FDX) Holding Value Over Time
Track share changes against reported price movement
Quarterly FedEx Corporation (FDX) Trades by Tom Gayner
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2015 | +15,000 | New Buy | 15,000 | $144.00 |
| Q4 2015 | +17,000 | Add 113.33% | 32,000 | $149.00 |
| Q1 2016 | -32,000 | Sold Out | 32,000 | $0.00 |
| Q4 2021 | +17,500 | New Buy | 17,500 | $258.63 |
| Q1 2022 | +41,000 | Add 234.29% | 58,500 | $231.38 |
| Q2 2022 | +14,500 | Add 24.79% | 73,000 | $226.71 |
| Q3 2022 | +14,500 | Add 19.86% | 87,500 | $148.48 |
| Q4 2022 | +19,500 | Add 22.29% | 107,000 | $173.20 |
| Q1 2023 | +13,000 | Add 12.15% | 120,000 | $228.49 |
| Q2 2023 | +13,000 | Add 10.83% | 133,000 | $247.90 |
| Q3 2023 | +12,000 | Add 9.02% | 145,000 | $264.92 |
| Q4 2023 | +11,500 | Add 7.93% | 156,500 | $252.97 |
| Q1 2024 | +11,500 | Add 7.35% | 168,000 | $289.74 |
| Q2 2024 | +13,000 | Add 7.74% | 181,000 | $299.84 |
| Q3 2024 | +14,000 | Add 7.73% | 195,000 | $273.68 |
| Q4 2024 | +11,500 | Add 5.90% | 206,500 | $281.33 |
| Q1 2025 | +6,500 | Add 3.15% | 213,000 | $243.78 |
Tom Gayner's FedEx Corporation Investment FAQs
Tom Gayner first purchased FedEx Corporation (FDX) in Q3 2015, acquiring 15,000 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 FedEx Corporation (FDX) for 41 quarters since Q3 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Gayner's largest addition to FedEx Corporation (FDX) was in Q1 2022, adding 58,500 shares worth $13.54 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 213,000 shares of FedEx Corporation (FDX), valued at approximately $50.23 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, FedEx Corporation (FDX) represents approximately 0.41% 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 FedEx Corporation (FDX) was 213,000 shares, as reported at the end of Q1 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.