Tom Gayner

Tom Gayner

Last Update: 2014-08-08

Number of Stocks: 105
Number of New Stocks: 8

Total Value: $3,507 Mil
Q/Q Turnover: 5%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Plans start from as little as $349/year. 7-Day FREE TRIAL

Tom Gayner Latest Trades these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
DE Deere & Co 2014-06-30 Buy 0.49%$89.95 - $94.53
($91.97)
$ 82.29-10%New holding, 190000 sh.190,000
UL Unilever PLC 2014-06-30 Add0.4%$42 - $45.85
($44.53)
$ 41.76-6%Add 50.25%912,000
CB Chubb Corp 2014-06-30 Add0.35%$88.4 - $94.08
($91.98)
$ 91.38-1%Add 352.63%172,000
TRV Travelers Companies ... 2014-06-30 Add0.29%$84.39 - $95.6
($91.16)
$ 93.93%Add 178.69%170,000
CVS CVS Caremark Corp 2014-06-30 Add0.22%$72.58 - $78.92
($75.58)
$ 79.946%Add 105.21%197,000
NOV National Oilwell Var... 2014-06-30 Add0.19%$69.565 - $82.63
($74.33)
$ 77.614%Add 25.96%393,000
MMC Marsh & McLennan Com... 2014-06-30 Add0.19%$47.06 - $52.15
($49.64)
$ 52.66%Add 1075%141,000
WLP WellPoint Inc 2014-06-30 Add0.17%$92 - $108.82
($102.96)
$ 121.7718%Add 40.3%188,000
SLB Schlumberger NV 2014-06-30 Add0.16%$97.1 - $117.8
($102.81)
$ 103.030%Add 19.23%310,000
CPRT Copart Inc 2014-06-30 Add0.14%$34.96 - $37.16
($36.06)
$ 31.52-13%Add 28.57%630,000
GE General Electric Co 2014-06-30 Add0.14%$25.43 - $27.44
($26.54)
$ 25.49-4%Add 7.07%2,816,000
BLK BlackRock Inc 2014-06-30 Add0.14%$293.71 - $319.85
($306.28)
$ 332.89%Add 20.27%89,000
AAN Aaron's Inc 2014-06-30 Buy 0.13%$28.67 - $35.61
($32.18)
$ 24.63-24%New holding, 125000 sh.125,000
RCII Rent-A-Center Inc 2014-06-30 Buy 0.09%$25.77 - $29.95
($28.27)
$ 30.99%New holding, 110000 sh.110,000
LMCA Liberty Media Corpor... 2014-06-30 Add0.09%$43.123 - $47.066
($45.01)
$ 47.115%Add 40.57%246,000
FDS FactSet Research Sys... 2014-06-30 Add0.07%$102.49 - $119.88
($108.35)
$ 121.2912%Add 25.61%103,000
PG Procter & Gamble Co 2014-06-30 Add0.07%$78.62 - $82.94
($80.67)
$ 84.044%Add 33.68%127,000
ECL Ecolab Inc 2014-06-30 Add0.06%$103.7 - $110.34
($107.1)
$ 116.559%Add 25.71%88,000
MHFI McGraw Hill Financia... 2014-06-30 Add0.05%$71.98 - $84.7
($78.76)
$ 84.728%Add 33.33%80,000
CME CME Group Inc 2014-06-30 Buy 0.05%$66.95 - $72.66
($70.38)
$ 79.6313%New holding, 24000 sh.24,000
Premium Real Time Picks are included for Premium Members only!!
*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

Tom Gayner's Profile:

Tom Gayner is the Executive Vice President and Chief Investment Officer Of Markel Corp and President, Markel Gayner Asset Management, Inc., the investment subsidiary Of Markel Corp since December of 1990. The asset under management is about $2 billion.



Tom Gayner's Performance:

Average Annual Return of Markel Corp. Equity Portfolio
5 Yrs 10 Yrs Since Inception
0.7% 6% 9.8%
» More Profile & Performance

Tom Gayner's Current Portfolio:

Ticker Shares Value ($1000)
KMX4,963,070258,129
BRK.A1,078204,713
BRK.B1,511,607191,309
WAG2,135,000158,268
DEO1,216,000154,760
BAM3,264,548143,706
FRFHF279,459132,045
DIS1,499,500128,567
XOM868,80087,471
MAR1,305,86983,706
» More Current Portfolio

Tom Gayner's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 26.9% 26.9%
Consumer Defensive 18.8% 18.8%
Consumer Cyclical 18.7% 18.7%
Technology 13.5% 13.5%
Healthcare 6.4% 6.4%
Real Estate 5.8% 5.8%
Energy 2.5% 2.5%
Industrials 2% 2%
Basic Materials 0.8% 0.8%
» More Sector Weightings

Tom Gayner's News:

» More Related News


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