Tom Gayner

Tom Gayner

Last Update: 02-10-2017

Number of Stocks: 133
Number of New Stocks: 7

Total Value: $4,149 Mil
Q/Q Turnover: 2%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Tom Gayner Sold 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
HOG Harley-Davidson Inc 2016-12-31 Sold Out -0.41%$49.7 - $62.07
($57.04)
$ 60.696%Sold Out0
EMR Emerson Electric Co 2016-12-31 Sold Out -0.22%$49.41 - $58.26
($53.79)
$ 59.4411%Sold Out0
CMI Cummins Inc 2016-12-31 Sold Out -0.12%$121.72 - $146.46
($133.86)
$ 151.6913%Sold Out0
CPRT Copart Inc 2016-09-30 Sold Out -1.25%$48.93 - $54.05
($51.02)
$ 62.4022%Sold Out0
NOV National Oilwell Varco Inc 2016-09-30 Sold Out -0.54%$31.27 - $36.86
($33.59)
$ 39.3017%Sold Out0
COF Capital One Financial Corp 2016-09-30 Sold Out -0.21%$60.86 - $72.5
($68.68)
$ 84.1723%Sold Out0
CRR Carbo Ceramics Inc 2016-09-30 Sold Out -0.07%$10 - $14.91
($12.85)
$ 12.41-3%Sold Out0
BCR C.R. Bard Inc 2016-09-30 Sold Out -0.06%$213.02 - $239
($225.07)
$ 250.4811%Sold Out0
LILA LiLAC Group 2016-09-30 Reduce$26.54 - $36.27
($30.79)
$ 22.02-28%Reduce -0.03%14,720
FII Federated Investors Inc 2016-06-30 Sold Out -0.57%$26.71 - $32.51
($30.55)
$ 25.98-15%Sold Out0
MAT Mattel Inc 2016-06-30 Sold Out -0.57%$28.89 - $34.26
($31.74)
$ 25.44-20%Sold Out0
FWONK Liberty Formula One Group 2016-06-30 Reduce-0.43%$17.7 - $28.05
($20.4)
$ 33.5164%Reduce -81.42%132,500
FWONA Liberty Formula One Group 2016-06-30 Reduce-0.35%$17.85 - $27.51
($20.58)
$ 31.9555%Reduce -79.97%121,500
PG Procter & Gamble Co 2016-06-30 Sold Out -0.28%$79.55 - $84.67
($82.09)
$ 90.7611%Sold Out0
HAL Halliburton Co 2016-06-30 Sold Out -0.23%$34 - $46.29
($41.05)
$ 48.0217%Sold Out0
AAN Aaron's Inc 2016-06-30 Sold Out -0.22%$21.1 - $27.47
($24.72)
$ 29.0417%Sold Out0
WAIR Wesco Aircraft Holdings Inc 2016-06-30 Sold Out -0.11%$12.64 - $15
($14.24)
$ 11.45-20%Sold Out0
RCII Rent-A-Center Inc 2016-06-30 Sold Out -0.1%$11.41 - $15.85
($13.5)
$ 9.10-33%Sold Out0
ROST Ross Stores Inc 2016-06-30 Sold Out -0.07%$52.34 - $58.65
($55.57)
$ 65.7718%Sold Out0
DNOW NOW Inc 2016-06-30 Sold Out -0.06%$15.96 - $19.3
($17.56)
$ 16.02-9%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.
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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)
KMX4,913,070316,353
BRK.A1,084264,627
BRK.B1,511,607246,362
WBA2,135,000176,693
DIS1,646,200171,567
BAM5,148,821169,962
DEO1,322,800137,492
MAR1,496,269123,712
HD920,000123,354
DE1,095,400112,870
» More Current Portfolio

Tom Gayner's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 28.4% 28.4%
Consumer Cyclical 22.5% 22.5%
Consumer Defensive 13% 13%
Technology 12% 12%
Healthcare 6.8% 6.8%
Real Estate 5.5% 5.5%
Energy 2.1% 2.1%
Basic Materials 1.9% 1.9%
Industrials 1.7% 1.7%
Communication Services 0.9% 0.9%
» More Sector Weightings


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