Tom Gayner’s Celanese CE Stock Holding History

Tom Gayner’s Portfolio CE Stock Details CE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-81,300	Closed	-$4.5M	–	132
2025 Q2	$4.5M	Hold	81,300	–	–	0.04%	118
2025 Q1	$4.62M	Hold	81,300	–	–	0.04%	115
2024 Q4	$5.63M	Buy	81,300 +3,500	+4%	+$336K	0.05%	115
2024 Q3	$10.6M	Hold	77,800	–	–	0.1%	106
2024 Q2	$10.5M	Hold	77,800	–	–	0.1%	101
2024 Q1	$13.4M	Hold	77,800	–	–	0.13%	89
2023 Q4	$12.1M	Buy	77,800 +1,000	+1%	+$130K	0.13%	86
2023 Q3	$9.64M	Buy	76,800 +11,500	+18%	+$1.41M	0.12%	93
2023 Q2	$7.56M	Buy	65,300 +2,500	+4%	+$271K	0.09%	103
2023 Q1	$6.84M	Buy	62,800 +17,000	+37%	+$1.96M	0.09%	103
2022 Q4	$4.68M	Buy	45,800 +29,000	+173%	+$2.88M	0.06%	107
2022 Q3	$1.52M	Buy	16,800 +12,000	+250%	+$1.32M	0.02%	117
2022 Q2	$564K	Hold	4,800	–	–	0.01%	128
2022 Q1	$686K	Hold	4,800	–	–	0.01%	122
2021 Q4	$807K	Hold	4,800	–	–	0.01%	116
2021 Q3	$723K	Hold	4,800	–	–	0.01%	116
2021 Q2	$728K	Buy	4,800 +2,400	+100%	+$381K	0.01%	115
2021 Q1	$360K	Buy	+2,400	New	+$330K	0.01%	116

Other funds holding CE

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tom Gayner's CE Position: Q3 2025 in Review

Tom Gayner sold out of Celanese (CE) in Q3 2025, closing a stake of 81,300 shares — an estimated $4.5M sold.

Tom Gayner first reported a position in CE in Q1 2021 and held it in 18 quarters. The position peaked at $13.4M in Q1 2024. 417 funds tracked by Wall St. Rank hold CE as of Q3 2025.

Tom Gayner reported no remaining Celanese position as of Q3 2025 after selling out during the quarter.
Tom Gayner sold 81,300 Celanese shares in Q3 2025, an estimated $4.5M.
Tom Gayner first reported a position in Celanese in Q1 2021 and held it in 18 quarters.
Tom Gayner's Celanese position peaked at $13.4M in Q1 2024.
417 funds tracked by Wall St. Rank held Celanese as of Q3 2025.

Based on Markel Group's 13F filing for Q3 2025, filed 31 Oct 2025.