Tom Gayner's LOW Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 734,480 shares of Lowe's Companies, Inc. (LOW) worth $177.13 M, representing 1.41% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Tom Gayner has maintained a long-term strategic position in LOW, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2017, adding 23,000 shares. Largest reduction occurred in Q1 2014, reducing 20,400 shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's Lowe's Companies (LOW) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lowe's Companies (LOW) Trades by Tom Gayner
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +7,750 | Add 1.07% | 734,480 | $241.16 |
| Q3 2025 | +9,500 | Add 1.32% | 726,730 | $251.31 |
| Q2 2025 | +9,000 | Add 1.27% | 717,230 | $221.87 |
| Q1 2025 | +6,750 | Add 0.96% | 708,230 | $233.23 |
| Q4 2024 | +11,000 | Add 1.59% | 701,480 | $246.80 |
| Q3 2024 | +14,500 | Add 2.15% | 690,480 | $270.85 |
| Q2 2024 | +12,500 | Add 1.88% | 675,980 | $220.46 |
| Q1 2024 | +6,500 | Add 0.99% | 663,480 | $254.73 |
| Q4 2023 | +11,500 | Add 1.78% | 656,980 | $222.55 |
| Q3 2023 | +13,000 | Add 2.06% | 645,480 | $207.84 |
| Q2 2023 | +13,000 | Add 2.10% | 632,480 | $225.70 |
| Q1 2023 | +13,000 | Add 2.14% | 619,480 | $199.97 |
| Q4 2022 | +9,500 | Add 1.59% | 606,480 | $199.24 |
| Q3 2022 | +6,500 | Add 1.10% | 596,980 | $187.81 |
| Q2 2022 | +1,500 | Add 0.25% | 590,480 | $174.67 |
| Q2 2021 | +300 | Add 0.05% | 588,980 | $193.97 |
| Q1 2021 | +180 | Add 0.03% | 588,680 | $190.18 |
| Q1 2020 | +7,500 | Add 1.29% | 588,500 | $86.05 |
| Q4 2019 | +11,000 | Add 1.93% | 581,000 | $119.76 |
| Q2 2017 | +7,000 | Add 1.24% | 570,000 | $77.53 |
| Q1 2017 | +23,000 | Add 4.26% | 563,000 | $82.21 |
| Q1 2014 | -20,400 | Reduce 3.64% | 540,000 | $48.90 |
| Q4 2013 | -300 | Reduce 0.05% | 560,400 | $49.55 |
| Q3 2013 | -12,000 | Reduce 2.10% | 560,700 | $47.61 |
| Q2 2013 | +572,701 | Add 0.00% | 572,700 | $40.90 |
Tom Gayner's Lowe's Companies Investment FAQs
Tom Gayner first purchased Lowe's Companies, Inc. (LOW) in Q2 2013, acquiring 572,700 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 Lowe's Companies, Inc. (LOW) for 51 quarters since Q2 2013.
Tom Gayner's largest addition to Lowe's Companies, Inc. (LOW) was in Q2 2013, adding 572,700 shares worth $23.42 M.
According to the latest 13F filing for Q4 2025, Tom Gayner's firm, Markel Group Inc., owns 734,480 shares of Lowe's Companies, Inc. (LOW), valued at approximately $177.13 M.
As of the Q4 2025 filing, Lowe's Companies, Inc. (LOW) represents approximately 1.41% of Tom Gayner's publicly disclosed stock portfolio, making it one of their key holdings.
Tom Gayner's peak holding in Lowe's Companies, Inc. (LOW) was 734,480 shares, as reported at the end of Q4 2025.