Blackstone
BXUnchanged$144.6M1,229,000 shares
1.1% of the 13F
Tracked by the Radar, not on the leaderboard yet.
Shares held, 8 quarters
Superinvestors › Tom Gayner
Tom Gayner’s cannibal stocks
Markel Group · 13F for Q2 2026
3%of the portfolio in cannibals
6cannibals held
$13.1Bin 127 stock positions
0.6% of the 13F
NVR retired 6.1% of its shares in twelve months, so this stake grew 6.6% without buying a share.
Shares held, 8 quarters
0.6% of the 13F
MSCI retired 3.2% of its shares in twelve months, so this stake grew 3.4% without buying a share.
Shares held, 8 quarters
0.3% of the 13F
Aon retired 1.3% of its shares in twelve months, so this stake grew 1.3% without buying a share.
Shares held, 8 quarters
0.3% of the 13F
Allstate retired 3.4% of its shares in twelve months, so this stake grew 3.5% without buying a share.
Shares held, 8 quarters
<0.1% of the 13F
Dominos Pizza retired 2.6% of its shares in twelve months, so this stake grew 2.7% without buying a share.
Shares held, 8 quarters
Values as reported in the 13F at quarter end. See the Q2 2026 filing on EDGAR.
Questions
Which cannibal stocks does Tom Gayner own?
In the Q2 2026 13F, Markel Group held BX, NVR, MSCI, AON, ALL, DPZ. 5 of them are on the Buyback Radar leaderboard.
How much of Tom Gayner's portfolio is in cannibals?
About 3% of the $13.1B reported in the Q2 2026 13F.
Where does this data come from?
From Markel Group's 13F filings with the SEC, the last eight quarters, amendments applied, options excluded. A 13F shows US-listed stock positions at quarter end and is filed up to 45 days later, so it is a record, not a live portfolio.
How do buybacks help Tom Gayner?
NVR retired 6.1% of its shares in the last twelve months. That alone made every remaining share, including Tom Gayner's 12,097, 6.6% bigger as a slice of the company, without buying anything.
Tom Gayner’s moves in companies like these are covered on Cannibal Stocks.
Read Cannibal Stocks All superinvestors →