Tom Gayner's GD Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 391,000 shares of General Dynamics Corporation (GD) worth $133.33 M, representing 1.08% 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 GD, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2022, adding 3,500 shares. Largest reduction occurred in Q1 2014, reducing 11,400 shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's General Dynamics Corporation (GD) Holding Value Over Time
Track share changes against reported price movement
Quarterly General Dynamics Corporation (GD) Trades by Tom Gayner
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +401,159 | Add 0.00% | 401,158 | $78.33 |
| Q3 2013 | -1,797 | Reduce 0.45% | 399,361 | $87.52 |
| Q4 2013 | -961 | Reduce 0.24% | 398,400 | $95.55 |
| Q1 2014 | -11,400 | Reduce 2.86% | 387,000 | $108.92 |
| Q1 2022 | +3,500 | Add 0.90% | 390,500 | $241.18 |
| Q2 2022 | +500 | Add 0.13% | 391,000 | $221.25 |
Tom Gayner's General Dynamics Corporation Investment FAQs
Tom Gayner first purchased General Dynamics Corporation (GD) in Q2 2013, acquiring 401,158 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 General Dynamics Corporation (GD) for 50 quarters since Q2 2013.
Tom Gayner's largest addition to General Dynamics Corporation (GD) was in Q2 2013, adding 401,158 shares worth $31.42 M.
According to the latest 13F filing for Q3 2025, Tom Gayner's firm, Markel Group Inc., owns 391,000 shares of General Dynamics Corporation (GD), valued at approximately $133.33 M.
As of the Q3 2025 filing, General Dynamics Corporation (GD) represents approximately 1.08% of Tom Gayner's publicly disclosed stock portfolio, making it one of their key holdings.
Tom Gayner's peak holding in General Dynamics Corporation (GD) was 401,158 shares, as reported at the end of Q2 2013.