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Tom Gayner

Tom Gayner

Last Update: 2013-05-10

Number of Stocks: 101
Number of New Stocks: 8

Total Value: $2,692 Mil
Q/Q Turnover: 2%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Tom Gayner Latest Trades :



TickerdownCompanyDate Action
Impact Price Range
(Average)*
Current Price Change from Average Comment Current Shares
CINF Cincinnati Financial... 2008-12-31 Sold Out -0.39%$19.1 - $30.14
($25.9)
$ 49.290%Sold Out0
BF.B BrownForman Corp. 2008-12-31 Buy 0.32%$28.83 - $33.21
($31.07)
$ 72.15132%New holding, 70965 sh.70,965
BAM Brookfield Asset Man... 2008-12-31 Add1.23%$12.31 - $19.05
($15.8)
$ 37.93140%Add 41.37%3,104,839
ALD. Allied Capital Corp. 2008-12-31 Sold Out -0.09%$1.4 - $5.83
($3.3)
$ 52.41488%Sold Out0
XL XL Capital Ltd 2008-09-30 Reduce-0.08%$16.09 - $20.59
($19)
$ 32.2770%Reduce -28.63%249,230
VLY Valley National Banc... 2008-09-30 Sold Out -0.03%$12.63 - $20.73
($16.85)
$ 9.34-45%Sold Out0
SLB Schlumberger Ltd. 2008-09-30 Buy 0.1%$85.79 - $101.66
($94.3)
$ 77.42-18%New holding, 20100 sh.20,100
SAP SAP Aktiengesellscha... 2008-09-30 Add0.13%$51.88 - $58.13
($55.5)
$ 80.4145%Add 59.05%97,500
NYX NYSE Euronext 2008-09-30 Buy 0.08%$39.26 - $46.83
($42.3)
$ 41.09-3%New holding, 30000 sh.30,000
NWS News Corp. 2008-09-30 Reduce-0.03%$13.25 - $14.85
($14.2)
$ 33.17134%Reduce -67.34%55,300
MIG Meadowbrook Insuranc... 2008-09-30 Sold Out -0.05%$5.35 - $8.22
($6.7)
$ 7.8818%Sold Out0
MHP The McGrawHill Compa... 2008-09-30 Reduce-0.16%$34.03 - $44.75
($40.5)
$ 55.1836%Reduce -35.45%220,000
MAN Manpower Inc. 2008-09-30 Add0.06%$44.42 - $55.7
($49.4)
$ 57.7817%Add 33.33%80,000
LFGRQ LandAmerica Financia... 2008-09-30 Add0.16%$11.66 - $23.63
($17.9)
$ 0.2-99%Add 7.98%1,382,700
FR First Industrial Rea... 2008-09-30 Buy 0.1%$22.24 - $31.34
($25.2)
$ 18.59-26%New holding, 51200 sh.51,200
EPE Enterprise GP Holdin... 2008-09-30 Add0.15%$24.09 - $29.13
($27.2)
$ 64135%Add 153.44%166,000
DIS The Walt Disney Comp... 2008-09-30 Add0.21%$29.2 - $34.39
($31.8)
$ 66.12108%Add 18.45%666,275
CX Cemex S.A.B. de C.V. 2008-09-30 Add0.02%$14.83 - $19.17
($17.19)
$ 12.08-30%Add 200%30,000
COST Costco Wholesale Cor... 2008-09-30 Add0.02%$61.42 - $71.83
($67.3)
$ 112.0266%Add 78.74%11,350
CORSQ CORUS Bankshares Inc... 2008-09-30 Reduce-0.02%$3.44 - $7.94
($4.4)
$ 0.018-100%Reduce -50.76%97,000
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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.

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)
KMX5,120,971213,544
BRK.A1,101172,064
BRK.B1,552,895161,811
DEO1,230,874154,893
BAM3,065,714111,868
FRFHF279,459109,307
WAG2,151,460102,582
DIS1,535,13587,196
WMT1,110,31883,085
XOM821,89874,061
» More Current Portfolio

Tom Gayner's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 27.8% 27.8%
Consumer Defensive 19.1% 19.1%
Consumer Cyclical 18.1% 18.1%
Technology 13.1% 13.1%
Real Estate 6.6% 6.6%
Healthcare 5.3% 5.3%
Energy 3.2% 3.2%
Basic Materials 1.7% 1.7%
Industrials 1.5% 1.5%
» More Sector Weightings

Tom Gayner's News:

» More Related News


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