- New Purchases: MHK, NXPI, CCK,
- Added Positions: PGR, SMG, SBUX, GS, GOOG, UTX, IFF, EA, DIS, CMCSA,
- Reduced Positions: ST,
- Sold Out: WPC, COF, GT, MAT, GE,
For the details of Tom Gayner's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Tom+Gayner
These are the top 5 holdings of Tom Gayner- CarMax Inc (KMX) - 4,913,070 shares, 6.19% of the total portfolio.
- Berkshire Hathaway Inc (BRK.A) - 1,096 shares, 5.91% of the total portfolio.
- Berkshire Hathaway Inc (BRK.B) - 1,517,097 shares, 5.48% of the total portfolio. Shares added by 0.14%
- Brookfield Asset Management Inc (BAM) - 5,664,041 shares, 4.25% of the total portfolio. Shares added by 0.80%
- Walt Disney Co (DIS) - 1,799,200 shares, 3.55% of the total portfolio. Shares added by 1.70%
Markel Gayner Asset Management Corp initiated holding in Mohawk Industries Inc. The purchase prices were between $175.35 and $224.84, with an estimated average price of $196.12. The stock is now traded at around $131.78. The impact to a portfolio due to this purchase was 0.09%. The holding were 30,000 shares as of 2018-09-30.
New Purchase: NXP Semiconductors NV (NXPI)Markel Gayner Asset Management Corp initiated holding in NXP Semiconductors NV. The purchase prices were between $85.29 and $110.36, with an estimated average price of $96.04. The stock is now traded at around $84.08. The impact to a portfolio due to this purchase was 0.04%. The holding were 28,000 shares as of 2018-09-30.
New Purchase: Crown Holdings Inc (CCK)Markel Gayner Asset Management Corp initiated holding in Crown Holdings Inc. The purchase prices were between $40.76 and $48.71, with an estimated average price of $44.43. The stock is now traded at around $45.07. The impact to a portfolio due to this purchase was 0.01%. The holding were 11,000 shares as of 2018-09-30.
Added: Progressive Corp (PGR)Markel Gayner Asset Management Corp added to a holding in Progressive Corp by 34.76%. The purchase prices were between $58.42 and $71.2, with an estimated average price of $64.33. The stock is now traded at around $68.38. The impact to a portfolio due to this purchase was 0.13%. The holding were 424,500 shares as of 2018-09-30.
Added: The Scotts Miracle Gro Co (SMG)Markel Gayner Asset Management Corp added to a holding in The Scotts Miracle Gro Co by 128.38%. The purchase prices were between $73.3 and $87.38, with an estimated average price of $78.61. The stock is now traded at around $70.64. The impact to a portfolio due to this purchase was 0.12%. The holding were 169,000 shares as of 2018-09-30.
Added: Starbucks Corp (SBUX)Markel Gayner Asset Management Corp added to a holding in Starbucks Corp by 37.91%. The purchase prices were between $48.61 and $57.45, with an estimated average price of $52.87. The stock is now traded at around $64.32. The impact to a portfolio due to this purchase was 0.11%. The holding were 419,868 shares as of 2018-09-30.
Added: Goldman Sachs Group Inc (GS)Markel Gayner Asset Management Corp added to a holding in Goldman Sachs Group Inc by 28.28%. The purchase prices were between $220.38 and $242.6, with an estimated average price of $232.61. The stock is now traded at around $229.69. The impact to a portfolio due to this purchase was 0.1%. The holding were 121,550 shares as of 2018-09-30.
Added: Electronic Arts Inc (EA)Markel Gayner Asset Management Corp added to a holding in Electronic Arts Inc by 493.10%. The purchase prices were between $111.55 and $148.93, with an estimated average price of $128.86. The stock is now traded at around $92.46. The impact to a portfolio due to this purchase was 0.06%. The holding were 34,400 shares as of 2018-09-30.
Added: International Flavors & Fragrances Inc (IFF)Markel Gayner Asset Management Corp added to a holding in International Flavors & Fragrances Inc by 58.75%. The purchase prices were between $122.95 and $140.46, with an estimated average price of $131.37. The stock is now traded at around $145.98. The impact to a portfolio due to this purchase was 0.06%. The holding were 63,500 shares as of 2018-09-30.
Sold Out: W.P. Carey Inc (WPC)Markel Gayner Asset Management Corp sold out a holding in W.P. Carey Inc. The sale prices were between $63.87 and $67.94, with an estimated average price of $65.74.
Sold Out: Capital One Financial Corp (COF)Markel Gayner Asset Management Corp sold out a holding in Capital One Financial Corp. The sale prices were between $92.66 and $100.9, with an estimated average price of $97.27.
Sold Out: Goodyear Tire & Rubber Co (GT)Markel Gayner Asset Management Corp sold out a holding in Goodyear Tire & Rubber Co. The sale prices were between $21.15 and $25.02, with an estimated average price of $23.49.
Sold Out: Mattel Inc (MAT)Markel Gayner Asset Management Corp sold out a holding in Mattel Inc. The sale prices were between $15.2 and $17.62, with an estimated average price of $16.01.
Sold Out: General Electric Co (GE)Markel Gayner Asset Management Corp sold out a holding in General Electric Co. The sale prices were between $11.27 and $14.17, with an estimated average price of $12.86.
Here is the complete portfolio of Tom Gayner. Also check out:
1. Tom Gayner's Undervalued Stocks
2. Tom Gayner's Top Growth Companies, and
3. Tom Gayner's High Yield stocks
4. Stocks that Tom Gayner keeps buying