Tom Gayner's NFLX Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 40,000 shares of Netflix, Inc. (NFLX) worth $2.86 M, representing 0.02% of the portfolio. First purchased in 2021-Q2, this short-term holding has been held for 7 quarters.
Based on 13F filings, Tom Gayner has maintained this position in NFLX for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2022, adding 430,000 shares. Largest reduction occurred in Q1 2023, reducing 430,000 shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's Netflix (NFLX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Netflix (NFLX) Trades by Tom Gayner
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +40,000 | New Buy | 40,000 | $71.40 |
| Q1 2023 | -430,000 | Sold Out | 0 | $0.00 |
| Q2 2022 | +430,000 | New Buy | 430,000 | $17.49 |
| Q3 2021 | -4,300 | Sold Out | 0 | $0.00 |
| Q2 2021 | +4,300 | New Buy | 4,300 | $52.79 |
Tom Gayner's Netflix Investment FAQs
Tom Gayner first purchased Netflix, Inc. (NFLX) in Q2 2021, acquiring 4,300 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 Netflix, Inc. (NFLX) for 7 quarters since Q2 2021.
Tom Gayner's largest addition to Netflix, Inc. (NFLX) was in Q2 2022, adding 430,000 shares worth $7.52 M.
According to the latest 13F filing for Q2 2026, Tom Gayner's firm, Markel Group Inc., owns 40,000 shares of Netflix, Inc. (NFLX), valued at approximately $2.86 M.
As of the Q2 2026 filing, Netflix, Inc. (NFLX) represents approximately 0.02% of Tom Gayner's publicly disclosed stock portfolio, making it one of their key holdings.
Tom Gayner's peak holding in Netflix, Inc. (NFLX) was 430,000 shares, as reported at the end of Q2 2022.