MARKEL GROUP INC. Q1 2022 Filing
Filed April 29, 2022
Portfolio Value
$8.4B
Holdings
124
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (124 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | BALLBALL CORP | 46,000 | $4.1B | 49.32% | |
| 102 | YUSDALLEGHANY CORP MD | 4,328 | $3.7B | 43.67% | |
| 103 | MTSIMACOM TECH SOLUTIONS HLDGS I | 59,000 | $3.5B | 42.07% | |
| 104 | BAMBROOKFIELD ASSET MGMT REINS | 60,101 | $3.4B | 40.94% | |
| 105 | GHCGRAHAM HLDGS CO | 5,200 | $3.2B | 37.88% | |
| 106 | IFFINTERNATIONAL FLAVORS&FRAGRA | 23,000 | $3.0B | 35.99% | |
| 107 | WRBBERKLEY W R CORP | 40,500 | $2.7B | 32.13% | |
| 108 | EAELECTRONIC ARTS INC | 16,900 | $2.1B | 25.47% | |
| 109 | EMNEASTMAN CHEM CO | 17,450 | $2.0B | 23.29% | |
| 110 | SPOTSPOTIFY TECHNOLOGY S A | 12,900 | $1.9B | 23.20% | |
| 111 | SHOPSHOPIFY INC | 2,750 | $1.9B | 22.14% | |
| 112 | SONYSONY GROUP CORPORATION | 16,000 | $1.6B | 19.57% | |
| 113 | INTUINTUIT | 2,720 | $1.3B | 15.58% | |
| 114 | PYPLPAYPAL HLDGS INC | 10,551 | $1.2B | 14.53% | |
| 115 | CSGPCOSTAR GROUP INC | 17,600 | $1.2B | 13.96% | |
| 116 | TMOTHERMO FISHER SCIENTIFIC INC | 1,950 | $1.2B | 13.72% | |
| 117 | LAMRLAMAR ADVERTISING CO NEW | 8,500 | $988.0M | 11.77% | |
| 118 | SMGSCOTTS MIRACLE-GRO CO | 6,500 | $799.0M | 9.52% | |
| 119 | ITGARTNER INC | 2,500 | $744.0M | 8.86% | |
| 120 | CECELANESE CORP DEL | 4,800 | $686.0M | 8.17% | |
| 121 | ICEINTERCONTINENTAL EXCHANGE IN | 5,120 | $676.0M | 8.05% | |
| 122 | AXTAAXALTA COATING SYS LTD | 20,626 | $507.0M | 6.04% | |
| 123 | WTWWILLIS TOWERS WATSON PLC LTD | 2,050 | $484.0M | 5.77% | |
| 124 | —DUCK CREEK TECHNOLOGIES INC | 9,250 | $205.0M | 2.44% |
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