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Tom Gayner's Markel Corp Exits Activision Blizzard, Reveals Q4 P
Tom Gayner’s Markel Corporation divested its entire holding in Activision Blizzard during the fourth quarter of 2023. The investment firm also made new investments in Graphic Packaging Holding Co and Comfort Systems USA Inc, and increased stakes in LPL Financial Holdings and Deere & Co. These portfolio adjustments reflect Gayner’s disciplined investment strategy focused on long-term value growth.