Tom Gayner

Tom Gayner

Last Update: 02-09-2015

Number of Stocks: 107
Number of New Stocks: 6

Total Value: $3,790 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
DE Deere & Co 2014-12-31 Add0.67%$80.01 - $90.85
($86.46)
$ 88.392%Add 54.26%833,000
UL Unilever PLC 2014-12-31 Add0.22%$38.97 - $42.42
($40.79)
$ 44.979%Add 17.54%1,407,000
SLB Schlumberger NV 2014-12-31 Add0.18%$79.9 - $98.73
($91.89)
$ 91.61-0%Add 23.85%405,000
MMC Marsh & McLennan Companies Inc 2014-12-31 Add0.16%$49.49 - $58.56
($54.87)
$ 56.964%Add 45.45%336,000
OAK Oaktree Capital Group LLC 2014-12-31 Add0.16%$45.5 - $51.85
($48.22)
$ 52.298%Add 337.14%153,000
MON Monsanto Co 2014-12-31 Add0.14%$105.91 - $122.67
($116.19)
$ 118.462%Add 82.69%95,000
CPRT Copart Inc 2014-12-31 Add0.13%$30.25 - $37.76
($34.31)
$ 37.178%Add 18.37%844,000
BLK BlackRock Inc 2014-12-31 Add0.12%$303.91 - $364.4
($341.73)
$ 372.988%Add 12.62%116,000
CB Chubb Corp 2014-12-31 Add0.11%$91.41 - $105
($99.63)
$ 100.411%Add 18.30%265,000
V Visa Inc 2014-12-31 Add0.08%$50.063 - $66.908
($60.32)
$ 67.4811%Add 6.72%762,000
CLB Core Laboratories NV 2014-12-31 Add0.05%$110.04 - $145.93
($131.22)
$ 124.69-5%Add 150.00%25,000
AAN Aaron's Inc 2014-12-31 Add0.05%$23.27 - $31
($26.6)
$ 32.8019%Add 31.37%268,000
CVS CVS Health Corp 2014-12-31 Add0.04%$78.81 - $98.25
($88.25)
$ 101.5813%Add 6.42%232,000
CME CME Group Inc 2014-12-31 Add0.03%$78.26 - $92.905
($84.78)
$ 89.896%Add 24.44%56,000
MA MasterCard Inc 2014-12-31 Add0.03%$69.78 - $89.08
($81.76)
$ 90.7210%Add 16.25%93,000
NKE Nike Inc 2014-12-31 Add0.03%$85.09 - $99.33
($93.9)
$ 100.957%Add 8.39%155,000
ACN Accenture PLC 2014-12-31 Add0.02%$75.85 - $91.42
($83.08)
$ 93.4011%Add 5.47%135,000
NICK Nicholas Financial Inc 2014-12-31 Add0.01%$10.96 - $14.92
($12.34)
$ 13.358%Add 350.00%45,000
RBA Ritchie Bros Auctioneers Inc 2014-12-31 Add0.01%$22.86 - $27.25
($24.79)
$ 25.272%Add 38.00%69,000
DE Deere & Co 2014-09-30 Add0.78%$81.95 - $91.38
($85.48)
$ 88.393%Add 184.21%540,000
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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)
KMX4,963,070330,441
BRK.B1,511,607226,968
BAM3,313,548166,108
WBA2,135,000162,367
FRFHF279,459146,436
DIS1,528,500143,969
DEO1,243,000141,814
MAR1,355,869105,798
HD920,00096,572
WMT1,098,00094,296
» More Current Portfolio

Tom Gayner's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 24.1% 24.1%
Consumer Cyclical 22% 22%
Consumer Defensive 17.6% 17.6%
Technology 15.2% 15.2%
Real Estate 6.2% 6.2%
Healthcare 6% 6%
Energy 2.1% 2.1%
Industrials 2% 2%
Basic Materials 1% 1%
Communication Services 0.3% 0.3%
» More Sector Weightings

Tom Gayner's News:

» More Related News


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