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:

Tom Gayner' s Profile & Performance

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.

Investing Philosophy

As the CIO of Markel Corp, Tom Gayner is certainly a value investor. He thinks stock is part of a business and the business is worth what the present value of the future cash flows are. "We operate with a Margin of Safety in the investment portfolio." He said. He has also relatively concentrated portfolio. He believes that he can earn the best returns by concentrating his focus and portfolio in promising areas where he has the best understanding and knowledge.

Total Holding History

Performance of Markel Corp. Equity Portfolio

YearReturn (%)S&P500 (%)Excess Gain (%)
20113.82.111.7
201020.815.065.7
200925.726.46-0.8
3-Year Cumulative57.6 (16.4%/year)48.6 (14.1%/year)9 (2.3%/year)
2008-34-373.0
2007-0.45.49-5.9
5-Year Cumulative3.6 (0.7%/year)-1.3 (-0.3%/year)4.9 (1%/year)
200625.915.7910.1
2005-0.34.91-5.2
200415.210.884.3
20033128.682.3
2002-8.8-22.113.3
10-Year Cumulative79 (6%/year)33.3 (2.9%/year)45.7 (3.1%/year)
200116.9-11.8928.8
200026.4-9.135.5
1999-10.321.04-31.3
199813.328.58-15.3
199731.433.36-2.0
15-Year Cumulative253.2 (8.8%/year)121.6 (5.4%/year)131.6 (3.4%/year)
199626.922.963.9

Top Ranked Articles

Alphabet (aka Google): A Case Study in Spotting Value Creation The business characteristics to look for and how that applies to Alphabet
On June 22, 2015, Tom Gayner (Trades, Portfolio), co-chief executive officer of specialty insurance underwriter Markel Corporation (NYSE:MKL), gave a presentation titled "The Evolution of a Value Investor" during the lunch hour to the employees of Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL), parent company of Google, the world’s largest Internet company. Read more...
Stocks Tom Gayner Has Been Buying in the Last 2 Quarters Apple, Cummins, Mastercard are on his list
Tom Gayner (Trades, Portfolio) is the executive vice president and chief investment officer of Markel Corp. (NYSE:MKL) and President, Markel Gayner Asset Management Inc., the investment subsidiary of Markel since December 1990. He manages a portfolio composed of 75 stocks, several of which have been bought for the last two quarters. Read more...
Gayner Sells Stakes in Courier Companies in 1st Quarter Guru also trades in Coach, Alphabet, Amazon, Microsoft, Texas Instruments
Tom Gayner (Trades, Portfolio) sold out nine existing stakes in his portfolio in the first quarter. His two most noteworthy divestments involved courier companies. Read more...
Tom Gayner Sells Out of Coach A decrease in international revenue and multiple warning signs may have influenced guru
Guru Tom Gayner (Trades, Portfolio), CEO of Markel (NYSE:MKL), sold his 54,000-share stake in Coach Inc. (NYSE:COH) in the first quarter. Read more...
Undervalued Stocks Gurus Are Buying Deere & Co. looks cheaply valued according to PS ratio
According to GuruFocus' All-in-One Screener, the following are companies with a market cap above $5 billion that are trading with a very low P/S ratio. Read more...
» More Tom Gayner Articles

Commentaries and Stories

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Alphabet (aka Google): A Case Study in Spotting Value Creation The business characteristics to look for and how that applies to Alphabet Tom Gayner - Alphabet (aka Google): A Case Study In Spotting Value Creation
On June 22, 2015, Tom Gayner (Trades, Portfolio), co-chief executive officer of specialty insurance underwriter Markel Corporation (NYSE:MKL), gave a presentation titled "The Evolution of a Value Investor" during the lunch hour to the employees of Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL), parent company of Google, the world’s largest Internet company. More...

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Stocks Tom Gayner Has Been Buying in the Last 2 Quarters Apple, Cummins, Mastercard are on his list Tom Gayner,Ken Fisher,Spiros Segalas,Warren Buffet - Stocks Tom Gayner Has Been Buying In The Last 2 Quarters
Tom Gayner (Trades, Portfolio) is the executive vice president and chief investment officer of Markel Corp. (NYSE:MKL) and President, Markel Gayner Asset Management Inc., the investment subsidiary of Markel since December 1990. He manages a portfolio composed of 75 stocks, several of which have been bought for the last two quarters. More...

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Gayner Sells Stakes in Courier Companies in 1st Quarter Guru also trades in Coach, Alphabet, Amazon, Microsoft, Texas Instruments Tom Gayner - Gayner Sells Stakes In Courier Companies In 1st Quarter
Tom Gayner (Trades, Portfolio) sold out nine existing stakes in his portfolio in the first quarter. His two most noteworthy divestments involved courier companies. More...

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Tom Gayner Sells Out of Coach A decrease in international revenue and multiple warning signs may have influenced guru Tom Gayner,David Rolfe - Tom Gayner Sells Out Of Coach
Guru Tom Gayner (Trades, Portfolio), CEO of Markel (NYSE:MKL), sold his 54,000-share stake in Coach Inc. (NYSE:COH) in the first quarter. More...

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Undervalued Stocks Gurus Are Buying Deere & Co. looks cheaply valued according to PS ratio Warren Buffett, Tom Gayner - Undervalued Stocks Gurus Are Buying
According to GuruFocus' All-in-One Screener, the following are companies with a market cap above $5 billion that are trading with a very low P/S ratio. More...

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Bearish Sentiment in Becton Dickinson's Stock Future growth is unchanged, but the company is still facing headwinds Joel Greenblatt,Tom Gayner,T Rowe Price Equity Inc - Bearish Sentiment In Becton Dickinson's Stock
Becton Dickinson & Co. (NYSE:BDX) is a $33.87 billion market cap company that provides a broad range of medical devices and diagnostic products used in hospitals, doctors' offices, research labs and other settings. More...

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Looking at the Office Furnishings Industry Thinking about Tom Gayner's concept of value creation Tom Gayner,Warren Buffett - Looking At The Office Furnishings Industry
In a previous article, I posted a lecture on value investing given by Tom Gayner (Trades, Portfolio), co-CEO of Markel Corporation (NYSE:MKL). Markel is often compared to Warren Buffett (Trades, Portfolio)’s Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) because it is an insurance company that uses its float to invest in other businesses. A key insight was Gayner’s emphasis on differentiating between spotting value and focusing on creators of value. More...

KIMBALL, KNOLL, HERMAN MILLER, HNI CORP, STEELCASE


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CME Group Among Guru Stocks With Growing Yield Investment ideas with high dividend yields Tom Gayner, Mario Gabelli, Warren Buffett, Lee Ain - CME Group Among Guru Stocks With Growing Yield
The following are companies with high and growing dividend yields that gurus are buying according to GuruFocus' All-in-One Screener. More...

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Walt Disney, Union Pacific: Undervalued With Predictable Business Popular guru stocks with stable business results Tom Gayner, David Rolfe, David Tepper, Mario Gabel - Walt Disney, Union Pacific: Undervalued With Predictable Business
According to GuruFocus’ All-in-One Screener, the following stocks have a high business predictability rating, and at least five gurus are shareholders in the companies. More...

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Tom Gayner Sells Stakes in GE, Walmart, Anheuser-Busch Guru also parts with stakes in McDonald's and Intel Tom Gayner - Tom Gayner Sells Stakes In GE, Walmart, Anheuser-Busch
The most eye-catching fourth-quarter activity from Tom Gayner (Trades, Portfolio), president of Markel Gayner Asset Management, involved the sales of stakes in his portfolio, but the guru made some intriguing purchases as well. More...

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Investors Can Follow Tom Gayner in Harley Davidson At current valuations, the company is worth a look Tom Gayner - Investors Can Follow Tom Gayner In Harley Davidson
In the fourth quarter, guru Tom Gayner added to his stake in Harley Davidson Inc. (NYSE:HOG) at an average price of $49.13. The 36% add took the holding to a total of 292,000 shares and represents a 0.09% impact on the portfolio. More...

LONG, VALUE IDEA


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Tom Gayner Discusses His Evolution as an Investor Markel has often outperformed similar firm Berkshire Hathaway Tom Gayner - Tom Gayner Discusses His Evolution As An Investor
Tom Gayner (Trades, Portfolio) is co-CEO at Markel Corporation, a holding company for insurance, reinsurance, and investment operations around the world. The company has often been compared to Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) in the way it operates. Markel is an insurance company that uses a value investing philosophy and invests its float in other businesses. You can see in the graph below how Markel has outperformed Berkshire over the last five years. More...

MARKEL


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FedEx Reports Solid Results, but Price Plummets Gurus with new positions experience losses in 3rd quarter Tom Gayner,Ray Dalio,Joel Greenblatt,Mario Gabelli - FedEx Reports Solid Results, But Price Plummets
Several hedge fund managers initiated new positions in FedEx Corporation (NYSE:FDX), the leader in global express delivery services, in the third quarter and lost ground thanks to a price decline. More...

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2015 Results and Review of Largest Holdings A look back at 2015, as well as a review of my largest equity positions Tom Gayner - 2015 Results And Review Of Largest Holdings
This is the fourth year-end portfolio review I’ve written on GuruFocus. I’ll stick with the same disclaimers I’ve used in the past: first, I have no idea how these stocks will do over the next 30, 90, 180 or 365 days; and second, I hope they go lower so I can buy more at attractive prices (I plan on being a net buyer of stocks for a long time). With that, let’s get started. More...

BRK.B, MSFT, PEP, IBM, WMT, YELP, MKL, WTW


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Value in a Qualitative Sense: A Presentation by Steve Markel, Tom Gayner The managers discuss their investing philosophy values Tom Gayner - Value In A Qualitative Sense: A Presentation By Steve Markel, Tom Gayner
A long-term horizon isn't for everyone. But for Steve Markel and Tom Gayner, it is important. More...

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Tom Gayner Buys Harley-Davidson and JPMorgan in 3rd Quarter He sells out Chubb in his most heavily weighted trade Tom Gayner,HOTCHKIS & WILEY,PRIMECAP Management,Pi - Tom Gayner Buys Harley-Davidson And JPMorgan In 3rd Quarter
Tom Gayner (Trades, Portfolio) is the executive vice president and chief investment officer of Markel Corp. (NYSE:MKL) and president of Markel Gayner Asset Management Inc. He thinks stock is part of a business, and the business is worth what the present value of the future cash flows are. More...

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5-Year Lows: 3D Systems Corp., Atwood Oceanics, Seacor Holdings, Rent-A-Center Inc. Companies that have reached their 5-year low prices FPA Capital Fund,Tom Gayner - 5-Year Lows: 3D Systems Corp., Atwood Oceanics, Seacor Holdings, Rent-A-Center Inc.
According to GuruFocus list of five-year lows, these guru stocks have reached their historical low prices: 3D Systems Corp., Atwood Oceanics Inc., Seacor Holdings Inc. and Rent-A-Center Inc. More...

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Marriott and Starwood to Create the World's Largest Hotel Chain The agreement could involve 5,500 hotels and 1.1 million rooms Ken Heebner,Tom Gayner,Arnold Schneider,John Pauls - Marriott And Starwood To Create The World's Largest Hotel Chain
Marriott International Inc. (MAR) is going to buy Starwood Hotels & Resorts Worldwide Inc. (HOT) in a deal that will create the world's largest hotel chain. The merger should offer a wider choice of brands to consumers, improve economics for owners and franchisees and increase unit growth. More...

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Among Tom Gayner's Largest New Buys, Several Trading Below Earnings Line The Markel Corp. CIO found opportunities in several undervalued stocks Tom Gayner - Among Tom Gayner's Largest New Buys, Several Trading Below Earnings Line
Executive Vice President and CIO of Markel Corp. (NYSE:MKLTom Gayner (Trades, Portfolio) is known for his patience and common sense. Profiled by Jason Zweig in The Wall Street Journal in May, Zweig wrote that Gayner doesn’t hold analyst days or provide guidance on future earnings, which attracts investors who are in for the long term. More...

TOM GAYNER, MARKEL, PETER LYNCH


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Tom Gayner's Holdings Trading Below the Peter Lynch Value Graham Holdings, Travelers Companies, Harley Davidson among most undervalued companies Tom Gayner,Mason Hawkins,Jim Simons,Pioneer Invest - Tom Gayner's Holdings Trading Below The Peter Lynch Value
Tom Gayner (Trades, Portfolio) is the executive vice president and chief investment officer of Markel Corp. (NYSE:MKL) and president of Markel Gayner Asset Management Inc., Markel's investment subsidiary since December 1990. From the114 stocks in his portfolio, the following are the holdings that are trading with a wider margin of safety, according to the Peter Lynch Value. More...

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