Tom Gayner's LIN Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 192,850 shares of Linde plc (LIN) worth $91.6 M, representing 0.74% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Tom Gayner has maintained a strategic position in LIN, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 13,000 shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's Linde plc (LIN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Linde plc (LIN) Trades by Tom Gayner
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2023 | +104,900 | New Buy | 104,900 | $355.44 |
| Q2 2023 | +9,500 | Add 9.06% | 114,400 | $381.08 |
| Q3 2023 | +6,100 | Add 5.33% | 120,500 | $372.35 |
| Q4 2023 | +5,700 | Add 4.73% | 126,200 | $410.71 |
| Q1 2024 | +5,300 | Add 4.20% | 131,500 | $464.32 |
| Q2 2024 | +12,000 | Add 9.13% | 143,500 | $438.81 |
| Q3 2024 | +11,500 | Add 8.01% | 155,000 | $476.86 |
| Q4 2024 | +13,000 | Add 8.39% | 168,000 | $418.67 |
| Q1 2025 | +13,000 | Add 7.74% | 181,000 | $465.64 |
| Q2 2025 | +5,600 | Add 3.09% | 186,600 | $469.18 |
| Q3 2025 | +6,250 | Add 3.35% | 192,850 | $475.00 |
Tom Gayner's Linde plc Investment FAQs
Tom Gayner first purchased Linde plc (LIN) in Q1 2023, acquiring 104,900 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 Linde plc (LIN) for 11 quarters since Q1 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Gayner's largest addition to Linde plc (LIN) was in Q1 2023, adding 104,900 shares worth $37.29 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 192,850 shares of Linde plc (LIN), valued at approximately $91.6 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Linde plc (LIN) represents approximately 0.74% 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 Linde plc (LIN) was 192,850 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.