Tom Gayner's NKE Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 447,400 shares of NIKE, Inc. (NKE) worth $31.2 M, representing 0.25% 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 NKE, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2024, adding 40,000 shares. Largest reduction occurred in Q1 2014, reducing 800 shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's NIKE (NKE) Holding Value Over Time
Track share changes against reported price movement
Quarterly NIKE (NKE) Trades by Tom Gayner
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +240,802 | Add 0.00% | 240,800 | $31.84 |
| Q1 2014 | -800 | Reduce 0.33% | 240,000 | $36.93 |
| Q2 2014 | +22,000 | Add 9.17% | 262,000 | $38.77 |
| Q3 2014 | +24,000 | Add 9.16% | 286,000 | $44.60 |
| Q4 2014 | +24,000 | Add 8.39% | 310,000 | $48.07 |
| Q1 2015 | +10,000 | Add 3.23% | 320,000 | $50.17 |
| Q4 2016 | +4,000 | Add 1.25% | 324,000 | $50.83 |
| Q1 2017 | +24,000 | Add 7.41% | 348,000 | $55.73 |
| Q2 2017 | +13,000 | Add 3.74% | 361,000 | $59.00 |
| Q3 2017 | +5,000 | Add 1.39% | 366,000 | $51.85 |
| Q4 2022 | +2,900 | Add 0.79% | 368,900 | $117.01 |
| Q1 2024 | +7,000 | Add 1.90% | 375,900 | $93.98 |
| Q2 2024 | +13,000 | Add 3.46% | 388,900 | $75.37 |
| Q3 2024 | +40,000 | Add 10.29% | 428,900 | $88.40 |
| Q4 2024 | +3,500 | Add 0.82% | 432,400 | $75.67 |
| Q1 2025 | +13,000 | Add 3.01% | 445,400 | $63.48 |
| Q2 2025 | +2,000 | Add 0.45% | 447,400 | $71.04 |
Tom Gayner's NIKE Investment FAQs
Tom Gayner first purchased NIKE, Inc. (NKE) in Q2 2013, acquiring 240,800 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 NIKE, Inc. (NKE) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Gayner's largest addition to NIKE, Inc. (NKE) was in Q2 2013, adding 240,800 shares worth $7.67 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 447,400 shares of NIKE, Inc. (NKE), valued at approximately $31.2 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, NIKE, Inc. (NKE) represents approximately 0.25% 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 NIKE, Inc. (NKE) was 447,400 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.