AlphaYouMarkel Group Inc.
Last 4 years copying the filings
$100 would be $174
+73.8% across 16 filings, buying each one the day it became public. Best quarter +14%, worst -6.7%.
Fund size $13B today
Aug 2022 to Jul 2026, at least 61% of the book priced each quarter. Not audited fund performance. What this covers
Each quarter is priced from the date its SEC filing became public, not the quarter it describes, and weighted by position size. A 13F shows long US stock holdings only, so shorts, cash, options, and anything bought and sold between two filings are not in this line.
New Zoetis position and exited Scotts Miracle-gro in Q2 2026.
$13.1B in this filing130 positionstop 10 = 43%
130 stock and fund positions worth $13.1B
Holdings are from Jun 30, 2026, not today. Filed Jul 31, 2026.
- 1GOOGAlphabet Inc7.40%$971.6M - 2.7M shares-
- $834.2M - 1K shares-
- $766.6M - 1.5M shares-
127 more on a paid plan
Free shows three. Paid plans unlock the full portfolio, every quarter, and what changed.
Unlock all 127 holdingsWhat is missing
This filing does not include cash, short positions, private investments, bonds, or many overseas holdings.