Tom Gayner's Stock Picks (2025 Q2): Full MARKEL GROUP INC. Portfolio {year}

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Ticker	Name	Date	Activity	Shares	Shares Change	Value Change
ADBE	Adobe Inc.	06/30/2025	New Buy	14,000	+14,000	$5.42 M
ABNB	Airbnb, Inc.	06/30/2025	Add 15.3%	212,003	+28,183	$3.73 M
GOOGL	Alphabet Inc.	06/30/2025	Add 2.7%	572,000	+15,000	$2.64 M
AMAT	Applied Materials, Inc.	06/30/2025	New Buy	16,500	+16,500	$3.02 M
ADM	Archer-Daniels-Midland Company	06/30/2025	Add 1.5%	1.57 M	+22,500	$1.19 M
N/A	CBOE GLOBAL MARKETS INC	06/30/2025	Add 216.7%	19,000	+13,000	$3.03 M
CME	CME Group Inc.	06/30/2025	Add 136.8%	22,500	+13,000	$3.58 M
CSX	CSX Corporation	06/30/2025	New Buy	65,000	+65,000	$2.12 M
CABO	Cable One, Inc.	06/30/2025	Sold Out	11,900	-11,900	$3.16 M
CAT	Caterpillar Inc.	06/30/2025	Add 0.2%	328,650	+600	$232,926
CSCO	Cisco Systems, Inc.	06/30/2025	Add 2.2%	349,500	+7,500	$520,350
DE	Deere & Company	06/30/2025	Add 0.0%	877,900	+200	$101,698
EXP	Eagle Materials Inc.	06/30/2025	Add 157.1%	9,000	+5,500	$1.11 M
META	Meta Platforms, Inc.	06/30/2025	Add 0.1%	280,281	+200	$147,618
FERG	Ferguson Enterprises Inc.	06/30/2025	Add 9.4%	134,500	+11,500	$2.5 M
FNV	Franco-Nevada Corporation	06/30/2025	Add 8.4%	569,500	+44,250	$7.25 M
GPK	Graphic Packaging Holding Company	06/30/2025	Reduce -62.3%	174,000	-287,225	$6.05 M
HCA	HCA Healthcare, Inc.	06/30/2025	Add 11.2%	68,963	+6,962	$2.67 M
THG	The Hanover Insurance Group, Inc.	06/30/2025	Add 0.4%	281,000	+1,000	$169,870
HII	Huntington Ingalls Industries, Inc.	06/30/2025	Add 13.9%	20,500	+2,500	$603,650

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