Tom Gayner

Tom Gayner

Last Update: 08-14-2015

Number of Stocks: 114
Number of New Stocks: 8

Total Value: $4,002 Mil
Q/Q Turnover: 2%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Tom Gayner Bought 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 2015-06-30 Add0.19%$87.51 - $97.05
($90.91)
$ 80.99-11%Add 8.72%985,000
SLB Schlumberger Ltd 2015-06-30 Add0.17%$83.44 - $94.61
($90.13)
$ 76.26-15%Add 14.13%622,000
WSO Watsco Inc 2015-06-30 Add0.11%$120.14 - $128.49
($124.47)
$ 122.93-1%Add 60.34%93,000
DISCK Discovery Communications Inc 2015-06-30 Add0.11%$28.53 - $32.17
($30.93)
$ 25.84-16%Add 156.67%231,000
OAK Oaktree Capital Group LLC 2015-06-30 Add0.1%$51.24 - $55.12
($53.03)
$ 50.84-4%Add 30.06%324,500
MON Monsanto Co 2015-06-30 Add0.1%$103.28 - $120.82
($115.96)
$ 96.97-16%Add 24.03%191,000
BLK BlackRock Inc 2015-06-30 Add0.1%$344.54 - $377.85
($364.55)
$ 300.26-18%Add 8.53%140,000
CB Chubb Corp 2015-06-30 Add0.09%$94.56 - $101.96
($98.73)
$ 121.0423%Add 12.95%314,000
MMC Marsh & McLennan Companies Inc 2015-06-30 Add0.08%$56.09 - $59.84
($57.74)
$ 53.02-8%Add 13.72%456,000
HAL Halliburton Co 2015-06-30 Add0.07%$42.69 - $49.21
($46.04)
$ 38.08-17%Add 41.29%219,000
CPRT Copart Inc 2015-06-30 Add0.05%$34.2 - $38.12
($36.09)
$ 34.87-3%Add 6.17%946,000
MAT Mattel Inc 2015-06-30 Add0.05%$22.65 - $30.2
($26.27)
$ 23.10-12%Add 16.82%493,000
NOV National Oilwell Varco Inc 2015-06-30 Add0.04%$47.9 - $56
($51.38)
$ 40.97-20%Add 6.09%610,000
FDS FactSet Research Systems, Inc. 2015-06-30 Add0.04%$156.25 - $167.86
($162.42)
$ 158.40-2%Add 7.80%152,000
VRSK Verisk Analytics Inc 2015-06-30 Add0.04%$71.4 - $76.85
($73.45)
$ 73.821%Add 255.56%32,000
XOM Exxon Mobil Corporation 2015-06-30 Add0.04%$82.82 - $89.11
($85.96)
$ 73.79-14%Add 2.19%887,800
MAR Marriott International Inc 2015-06-30 Add0.03%$73.83 - $83.87
($79.03)
$ 71.07-10%Add 1.10%1,383,869
MA MasterCard Inc 2015-06-30 Add0.03%$86.39 - $96.05
($91.68)
$ 91.65-0%Add 10.38%117,000
ECL Ecolab Inc 2015-06-30 Add0.03%$111.98 - $117.73
($114.98)
$ 108.83-5%Add 8.73%137,000
COH Coach Inc 2015-06-30 Add0.03%$34.61 - $43.03
($38.3)
$ 29.85-22%Add 172.22%49,000
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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)
KMX4,913,070325,294
BRK.A1,078220,829
BRK.B1,511,607205,745
WBA2,135,000180,279
DIS1,552,500177,202
BAM5,000,821174,679
DEO1,251,000145,166
MAR1,383,869102,946
HD920,000102,240
DE985,00095,594
» More Current Portfolio

Tom Gayner's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 23.7% 23.7%
Consumer Cyclical 22.5% 22.5%
Consumer Defensive 17% 17%
Technology 15.3% 15.3%
Healthcare 6.7% 6.7%
Real Estate 5.8% 5.8%
Industrials 2.9% 2.9%
Energy 1.9% 1.9%
Basic Materials 1.2% 1.2%
Communication Services 0.4% 0.4%
» More Sector Weightings

Tom Gayner's News:

» More Related News


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