Tom Gayner Top Portfolio Trims: Packaging, Industrials, and Healthcare | The Acquirer's Multiple®
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Tom Gayner Top Portfolio Trims: Packaging, Industrials, and Healthcare | The Acquirer's Multiple®
Here’s a breakdown of Tom Gayner’s (Markel Group Inc.) Top 5 Sells by % Change as of June 30, 2025, based on latest 13F filings data, with strategic commentary aligned to his long-term value investing style: Top 5 Sells by % Change – Q2 2025 Markel Group Inc. (Tom Gayner) Total Portfolio Value: $11.83 billion Top 10 Holdings Concentration: 39.80% 1. Graphic Packaging Holding Co (GPK) Value: $3.67 million Shares Sold: –287,225 % Change in Share…
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