Tom Gayner

Tom Gayner

Last Update: 05-06-2016

Number of Stocks: 129
Number of New Stocks: 8

Total Value: $3,725 Mil
Q/Q Turnover: 1%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
Please Subscribe to see portfolio changes after 2016-03-31.

Plans start from as little as $349/year. 7-Day FREE TRIAL

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
LMCK Liberty Media Corp 2016-03-31 Add0.14%$23.11 - $27.89
($25.69)
$ 19.20-25%Add 36.59%713,021
GOOG Alphabet Inc 2016-03-31 Add0.14%$678.11 - $764.65
($716.19)
$ 732.662%Add 43.67%23,031
LMCA Liberty Media Corp 2016-03-31 Add0.13%$22.49 - $27.56
($25.35)
$ 19.83-22%Add 42.40%606,620
AMZN Amazon.com Inc 2016-03-31 Add0.09%$482.07 - $675.89
($568.41)
$ 712.2425%Add 172.73%9,000
MSFT Microsoft Corp 2016-03-31 Add0.05%$49.28 - $55.48
($52.42)
$ 52.32-0%Add 113.33%64,000
OAK Oaktree Capital Group LLC 2016-03-31 Add0.03%$40.29 - $49.49
($45.46)
$ 45.650%Add 3.51%589,500
FB Facebook Inc 2016-03-31 Add0.03%$94.16 - $116.14
($105.28)
$ 119.3813%Add 300.00%14,000
MJN Mead Johnson Nutrition Co 2016-03-31 Add0.03%$67.64 - $84.99
($74.32)
$ 83.2212%Add 85.81%28,800
JNJ Johnson & Johnson 2016-03-31 Add0.02%$95.75 - $109.14
($103.39)
$ 113.069%Add 0.93%610,800
HSY The Hershey Co 2016-03-31 Add0.01%$83.32 - $93.36
($89.13)
$ 92.604%Add 36.67%16,400
ECL Ecolab Inc 2016-03-31 Add0.01%$100.14 - $114.38
($106.32)
$ 118.3411%Add 1.57%162,000
DISCK Discovery Communications Inc 2016-03-31 Add0.01%$23.81 - $28
($25.89)
$ 26.372%Add 2.79%738,000
DEO Diageo PLC 2016-03-31 Add0.01%$101.52 - $110.09
($105.74)
$ 110.555%Add 0.17%1,286,700
BG Bunge Ltd 2016-03-31 Add0.01%$47.79 - $68.28
($57.21)
$ 65.7915%Add 68.57%11,800
DIS Walt Disney Co 2016-03-31 Add0.01%$88.85 - $105.08
($96.55)
$ 100.294%Add 0.14%1,591,200
ADM Archer-Daniels Midland Co 2016-03-31 Add0.01%$30.51 - $38.2
($34.74)
$ 43.2324%Add 0.51%1,431,300
AAPL Apple Inc 2016-03-31 Add0.01%$93.42 - $109.56
($99.61)
$ 100.351%Add 8.75%26,100
WSO Watsco Inc 2016-03-31 Add0.01%$108.09 - $134.84
($121.12)
$ 133.4710%Add 1.92%127,400
ACN Accenture PLC 2016-03-31 Add0.01%$93.32 - $115.4
($102.56)
$ 118.9416%Add 1.68%139,300
LYV Live Nation Entertainment Inc 2016-03-31 Add0.01%$19.36 - $24.57
($21.87)
$ 24.1610%Add 33.60%33,400
Premium Real Time Picks are included for Premium Members only!!
*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)
KMX4,913,070251,057
BRK.A1,084231,380
BRK.B1,511,607214,467
WBA2,135,000179,852
BAM5,048,021175,621
DIS1,591,200158,022
DEO1,286,700138,796
HD920,000122,756
MAR1,451,769103,337
UNH663,00085,461
» More Current Portfolio

Tom Gayner's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 25.7% 25.7%
Consumer Cyclical 23.2% 23.2%
Consumer Defensive 14.6% 14.6%
Technology 12.7% 12.7%
Healthcare 7.5% 7.5%
Real Estate 6.3% 6.3%
Industrials 2.5% 2.5%
Energy 2.1% 2.1%
Basic Materials 1.6% 1.6%
Communication Services 0.6% 0.6%
» More Sector Weightings

Tom Gayner's News:

» More Related News


Add Notes, Comments

If you want to ask a question or report a bug, please create a support ticket.

Select portfolio(s):

  • Loading...

Why you are interested?

Your selection and notes will be stored in your portfolio.

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)