Tom Gayner

Tom Gayner

Last Update: 02-10-2017

Number of Stocks: 133
Number of New Stocks: 7

Total Value: $4,149 Mil
Q/Q Turnover: 2%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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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
HOG Harley-Davidson Inc 2016-12-31 Sold Out -0.41%$49.7 - $62.07
($57.04)
$ 56.79-0%Sold Out0
AMZN Amazon.com Inc 2016-12-31 Add0.22%$719.07 - $844.36
($783.7)
$ 908.3816%Add 35.29%46,000
EMR Emerson Electric Co 2016-12-31 Sold Out -0.22%$49.41 - $58.26
($53.79)
$ 61.0714%Sold Out0
GOOG Alphabet Inc 2016-12-31 Add0.22%$736.08 - $813.11
($779.09)
$ 870.7712%Add 24.47%61,031
TXN Texas Instruments Inc 2016-12-31 Add0.15%$67.6 - $74.87
($71.37)
$ 82.0215%Add 25.76%415,000
ADI Analog Devices Inc 2016-12-31 Add0.14%$60.71 - $74.53
($67.99)
$ 79.6017%Add 25.64%392,000
CMI Cummins Inc 2016-12-31 Sold Out -0.12%$121.72 - $146.46
($133.86)
$ 153.0314%Sold Out0
SRCL Stericycle Inc 2016-12-31 Add0.08%$71.61 - $80.09
($75.51)
$ 86.4214%Add 141.94%75,000
DIS Walt Disney Co 2016-12-31 Add0.07%$90.83 - $105.56
($97.5)
$ 115.4818%Add 1.79%1,646,200
AGN Allergan PLC 2016-12-31 Add0.06%$188.47 - $242.65
($207.16)
$ 237.8415%Add 600.00%14,000
BA Boeing Co 2016-12-31 Add0.05%$132.25 - $157.81
($146.04)
$ 183.2625%Add 29.70%52,400
BLK BlackRock Inc 2016-12-31 Add0.05%$338.61 - $398.45
($366.74)
$ 386.926%Add 3.86%161,500
LBRDA Liberty Broadband Corp 2016-12-31 Add0.05%$62.57 - $73.24
($68.57)
$ 89.3230%Add 21.99%144,250
LYV Live Nation Entertainment Inc 2016-12-31 Add0.05%$26.6 - $28.78
($27.52)
$ 31.9616%Add 44.03%261,700
MAR Marriott International Inc 2016-12-31 Add0.05%$66.61 - $86.05
($75.26)
$ 94.2525%Add 1.63%1,496,269
DISCK Discovery Communications Inc 2016-12-31 Add0.04%$24.37 - $28.66
($26.36)
$ 28.9310%Add 7.08%892,000
DLTR Dollar Tree Inc 2016-12-31 Buy 0.04%$73.62 - $89.67
($80.47)
$ 80.16-0%New holding22,000
PH Parker Hannifin Corp 2016-12-31 Add0.04%$119.29 - $144.98
($132.98)
$ 163.7523%Add 17.00%82,600
ROK Rockwell Automation Inc 2016-12-31 Add0.04%$115.2 - $139.56
($127.73)
$ 159.3325%Add 15.04%91,800
ST Sensata Technologies Holding N.V. 2016-12-31 Buy 0.04%$35.48 - $41.14
($38.07)
$ 40.597%New holding46,000
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*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.
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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)
KMX4,913,070316,353
BRK.A1,084264,627
BRK.B1,511,607246,362
WBA2,135,000176,693
DIS1,646,200171,567
BAM5,148,821169,962
DEO1,322,800137,492
MAR1,496,269123,712
HD920,000123,354
DE1,095,400112,870
» More Current Portfolio

Tom Gayner's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 28.4% 28.4%
Consumer Cyclical 22.5% 22.5%
Consumer Defensive 13% 13%
Technology 12% 12%
Healthcare 6.8% 6.8%
Real Estate 5.5% 5.5%
Energy 2.1% 2.1%
Basic Materials 1.9% 1.9%
Industrials 1.7% 1.7%
Communication Services 0.9% 0.9%
» More Sector Weightings

Tom Gayner's News:

» More Related News


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