Tom Gayner’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
Tom Gayner's AMAT Position: Q2 2026 in Review
Tom Gayner held its Applied Materials (AMAT) position steady in Q2 2026 at 36,350 shares worth $26.3M. The position accounts for 0.2% of the portfolio, ranked #80.
Tom Gayner first reported a position in AMAT in Q2 2025 and has held it in 5 quarters since. 3,485 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- Tom Gayner held 36,350 shares of Applied Materials worth $26.3M as of Q2 2026.
- Tom Gayner left its Applied Materials share count unchanged in Q2 2026.
- Applied Materials made up 0.2% of Tom Gayner's portfolio in Q2 2026, its #80 holding.
- Tom Gayner first reported a position in Applied Materials in Q2 2025 and has held it in 5 quarters since.
- 3,485 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on Markel Group's 13F filing for Q2 2026, filed 31 Jul 2026.