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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
XRAY DENTSPLY Internation... 2013-03-31 Sold Out -0.06%$39.59 - $43.49
($41.7)
$ 41.510%Sold Out0
WLP WellPoint Inc 2013-03-31 Buy 0.12%$58.93 - $66.28
($63.47)
$ 77.9823%New holding, 50000 sh.50,000
UNH UnitedHealth Group I... 2013-03-31 Buy 0.83%$51.4 - $57.77
($54.88)
$ 62.3614%New holding, 392300 sh.392,300
UBSH Union First Market B... 2013-03-31 Reduce-0.47%$15.77 - $19.93
($17.92)
$ 20.213%Reduce -27.67%1,898,339
SYY Sysco Corporation 2013-03-31 Reduce-0.34%$30.88 - $35.17
($32.41)
$ 34.567%Reduce -45%314,278
STRZA Starz Inc 2013-03-31 Buy 0.01%$13.282 - $22.15
($17.77)
$ 22.6427%New holding, 12000 sh.12,000
RFP Resolute Forest Prod... 2013-03-31 Sold Out -0.01%$13.24 - $17.04
($14.18)
$ 15.8612%Sold Out0
NSC Norfolk Southern Cor... 2013-03-31 Add0.06%$61.84 - $77.08
($70.62)
$ 77.4510%Add 30.51%94,100
NICK Nicholas Financial, ... 2013-03-31 Sold Out -0.1%$12.4 - $14.84
($13.36)
$ 13.72%Sold Out0
MKC McCormick & Company,... 2013-03-31 Sold Out -0.05%$61.23 - $73.55
($66.64)
$ 73.7111%Sold Out0
MCO Moody's Corporation 2013-03-31 Add0.12%$43.37 - $55.35
($50.8)
$ 66.5731%Add 62.89%155,400
MAT Mattel, Inc. 2013-03-31 Add0.06%$35.7 - $43.77
($39.71)
$ 45.3514%Add 38.61%140,000
MA MasterCard Incorpora... 2013-03-31 Add0.1%$491.28 - $541.13
($520.59)
$ 569.739%Add 166.67%8,000
LMCB Liberty Media Corpor... 2013-03-31 Sold Out -0.06%$106.81 - $112.21
($110.07)
$ 125.8714%Sold Out0
LMCA Liberty Media Corpor... 2013-03-31 Buy 0.17%$106.99 - $113.06
($110.26)
$ 123.2512%New holding, 42000 sh.42,000
LII Lennox International... 2013-03-31 Sold Out -0.55%$52.52 - $65.34
($58.84)
$ 64.189%Sold Out0
HAS Hasbro, Inc. 2013-03-31 Add0.06%$35.35 - $43.94
($39.57)
$ 46.9719%Add 25.28%189,800
GOOG Google, Inc. 2013-03-31 Buy 0.15%$702.87 - $838.604
($777.34)
$ 882.7914%New holding, 5000 sh.5,000
FDS FactSet Research Sys... 2013-03-31 Buy 0.1%$88.06 - $100.6
($93.93)
$ 100.567%New holding, 29000 sh.29,000
DELL Dell Inc 2013-03-31 Sold Out -0.11%$10.14 - $14.51
($13.32)
$ 13.350%Sold Out0
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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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