Tom Gayner

Tom Gayner

Last Update: 11-04-2016

Number of Stocks: 129
Number of New Stocks: 4

Total Value: $3,879 Mil
Q/Q Turnover: 3%

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
AMZN Amazon.com Inc 2016-09-30 Add0.31%$725.68 - $837.31
($765.45)
$ 768.660%Add 74.36%34,000
GOOG Alphabet Inc 2016-09-30 Add0.31%$694.49 - $787.21
($759.42)
$ 789.294%Add 46.23%49,031
TXN Texas Instruments Inc 2016-09-30 Add0.19%$61.06 - $71.42
($68.17)
$ 71.996%Add 46.67%330,000
ADI Analog Devices Inc 2016-09-30 Add0.18%$55.36 - $65.27
($62.02)
$ 73.1418%Add 51.46%312,000
LYV Live Nation Entertainment Inc 2016-09-30 Add0.1%$23.19 - $27.5
($26.08)
$ 27.907%Add 408.96%181,700
WSO Watsco Inc 2016-09-30 Add0.1%$138.37 - $149.64
($143.26)
$ 158.7311%Add 17.94%177,500
BA Boeing Co 2016-09-30 Add0.08%$126.7 - $135.96
($131.73)
$ 156.4919%Add 140.48%40,400
AAPL Apple Inc 2016-09-30 Add0.07%$94.99 - $115.57
($105.87)
$ 113.958%Add 69.25%61,100
CMCSA Comcast Corp 2016-09-30 Add0.07%$64.77 - $67.92
($66.56)
$ 69.454%Add 114.29%75,000
FB Facebook Inc 2016-09-30 Add0.07%$114 - $131.05
($124.14)
$ 119.68-4%Add 68.85%51,500
ROK Rockwell Automation Inc 2016-09-30 Add0.07%$112.5 - $122.34
($116.94)
$ 139.5619%Add 35.71%79,800
UTX United Technologies Corp 2016-09-30 Add0.07%$100.1 - $109.69
($105.38)
$ 109.794%Add 29.86%113,500
CSCO Cisco Systems Inc 2016-09-30 Add0.06%$28.33 - $31.87
($30.76)
$ 30.06-2%Add 37.95%269,000
LBRDA Liberty Broadband Corp 2016-09-30 Add0.06%$59.54 - $71.66
($65.89)
$ 70.547%Add 37.10%118,250
DISCK Discovery Communications Inc 2016-09-30 Add0.05%$23.44 - $26.31
($24.79)
$ 28.2414%Add 10.19%833,000
HEI.A Heico Corp 2016-09-30 Add0.05%$51.49 - $60.77
($56.93)
$ 68.9521%Add 837.50%37,500
LLTC Linear Technology Corp 2016-09-30 Add0.05%$45.31 - $62.49
($56.08)
$ 62.4511%Add 17.05%206,000
MSFT Microsoft Corp 2016-09-30 Add0.05%$51.16 - $58.3
($56.45)
$ 61.9710%Add 20.00%192,000
SRCL Stericycle Inc 2016-09-30 Add0.05%$77.01 - $107.25
($90.41)
$ 74.37-18%Add 342.86%31,000
ECL Ecolab Inc 2016-09-30 Add0.04%$117.31 - $124.05
($120.72)
$ 120.50-0%Add 8.44%179,800
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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)
KMX4,913,070262,112
BRK.A1,084234,382
BRK.B1,511,607218,382
BAM5,112,821179,869
WBA2,135,000172,124
DEO1,310,800152,105
DIS1,617,200150,173
HD920,000118,386
MAR1,472,26999,128
DE1,095,40093,492
» More Current Portfolio

Tom Gayner's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 24.9% 24.9%
Consumer Cyclical 21.4% 21.4%
Consumer Defensive 14.3% 14.3%
Technology 13.8% 13.8%
Healthcare 7% 7%
Real Estate 6.3% 6.3%
Energy 2.1% 2.1%
Basic Materials 1.8% 1.8%
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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