Tom Gayner

Tom Gayner

Last Update: 04-28-2017

Number of Stocks: 133
Number of New Stocks: 4

Total Value: $4,439 Mil
Q/Q Turnover: 3%

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

Tom Gayner Boosts Facebook, Amazon, Apple Guru adds to 9 positions in 2 quarters
Tom Gayner (Trades, Portfolio), executive vice president and chief investment officer of Markel Corp. and president of Markel Gayner Asset Management Inc., the investment subsidiary of Markel Corp., bought shares in the following stocks in the first and second quarters of 2016: Read more...
Tom Gayner Is Buying These 9 Stocks Guru increased these holdings 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 of Markel Gayner Asset Management Inc., the investment subsidiary of Markel Corp., since December 1990. In both first-quarter 2017 and fourth-quarter 2016 the guru bought shares in the following stocks. Read more...
Tom Gayner's Top 5 2nd Quarter Stock Buys Markel Corp manager purchases 13 holdings in total
Tom Gayner (Trades, Portfolio) serves as co-CEO of Markel Corp. (NYSE:MKL), an insurance, reinsurance and investment holding company. On Thursday, he released his second-quarter portfolio, which lists 13 new stocks. Read more...
Tom Gayner Sells 5 Holdings, Reduces 1 Other An overview of the guru's 3rd quarter sales
Tom Gayner (Trades, Portfolio) is co-CEO of Markel Corp., and president and chief investment officer of Markel-Gayner Asset Management. During the third quarter, the guru reduced or exited the following holdings: Read more...
Tom Gayner Buys Microsoft, Amazon The guru's largest buys in the 2nd quarter
Tom Gayner (Trades, Portfolio), 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, bought shares in the following stocks in the second quarter. Read more...
» More Tom Gayner Articles

Commentaries and Stories

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Disney Strengthens Brand Image in Fiscal 2nd Quarter Company offers good growth potential as earnings increase from prior quarters Ken Fisher,Tom Gayner - Disney Strengthens Brand Image In Fiscal 2nd Quarter
Walt Disney Co. (NYSE:DIS), one of the largest entertainment companies in the world, reported higher earnings during fiscal second-quarter 2017 compared to past quarters through its strong brand image and revenue-generating product channels. More...

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Tom Gayner Is Buying These 9 Stocks Guru increased these holdings in the last 2 quarters Tom Gayner,Diamond Hill Capital,PRIMECAP Managemen - Tom Gayner Is Buying These 9 Stocks
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., the investment subsidiary of Markel Corp., since December 1990. In both first-quarter 2017 and fourth-quarter 2016 the guru bought shares in the following stocks. More...

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Tom Gayner Gains 4 New Stocks in 1st Quarter Guru releases quarterly portfolio Tom Gayner,Ron Baron,Chuck Royce,Columbia Wanger,S - Tom Gayner Gains 4 New Stocks In 1st Quarter
Markel-Gayner Asset Management Corp.’s Tom Gayner (Trades, Portfolio) gained four new holdings in the first quarter. They are Healthcare Services Group Inc. (NASDAQ:HCSG), Albemarle Corp. (NYSE:ALB), International Business Machines Corp. (NYSE:IBM) and Rockwell Collins Inc. (NYSE:COL). More...

MARKEL-GAYNER, BUYS 1Q


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Microsoft, Cisco, Apple Among Tom Gayner's Recent Investments The guru's repeat purchases in the last 2 quarters of 2016 Tom Gayner,RS Investment Management,Columbia Wange - Microsoft, Cisco, Apple Among Tom Gayner's Recent Investments
Tom Gayner (Trades, Portfolio) manages a portfolio composed of 133 stocks with a total value of $4.149 billion. In the third and fourth quarters of 2016 the guru bought shares in the following stocks: More...

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Tom Gayner Sells 3 Holdings, Adds to Several Others The guru's largest 4th-quarter trades Tom Gayner - Tom Gayner Sells 3 Holdings, Adds To Several Others
Tom Gayner (Trades, Portfolio) is co-CEO of Markel Corp. During the fourth quarter, the guru made the following trades.  More...

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Tom Gayner Sells 5 Holdings, Reduces 1 Other An overview of the guru's 3rd quarter sales Tom Gayner - Tom Gayner Sells 5 Holdings, Reduces 1 Other
Tom Gayner (Trades, Portfolio) is co-CEO of Markel Corp., and president and chief investment officer of Markel-Gayner Asset Management. During the third quarter, the guru reduced or exited the following holdings: More...

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Markel’s Tom Gayner Buys 4 Stocks During Quarter Investor more cautious than in first half Tom Gayner - Markel’s Tom Gayner Buys 4 Stocks During Quarter
Tom Gayner (Trades, Portfolio), the well-known co-CEO of boutique insurer Markel Corp. (NYSE:MKL), bought four stocks in the third quarter, according to his portfolio released this week. More...

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Tom Gayner Acquires Google, Facebook, Amazon The guru's largest buys of the 3rd quarter Tom Gayner,Dodge & Cox,PRIMECAP Management,Chris D - Tom Gayner Acquires Google, Facebook, Amazon
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. During the third quarter the guru’s largest buys were the following: More...

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Tom Gayner Boosts Facebook, Amazon, Apple Guru adds to 9 positions in 2 quarters Tom Gayner - Tom Gayner Boosts Facebook, Amazon, Apple
Tom Gayner (Trades, Portfolio), executive vice president and chief investment officer of Markel Corp. and president of Markel Gayner Asset Management Inc., the investment subsidiary of Markel Corp., bought shares in the following stocks in the first and second quarters of 2016: More...

BUYS, GAYNER, QUARTER


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Tom Gayner Buys Microsoft, Amazon The guru's largest buys in the 2nd quarter Tom Gayner,Wallace Weitz,Jeremy Grantham,RS Invest - Tom Gayner Buys Microsoft, Amazon
Tom Gayner (Trades, Portfolio), 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, bought shares in the following stocks in the second quarter. More...

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Tom Gayner's Top 5 2nd Quarter Stock Buys Markel Corp manager purchases 13 holdings in total Tom Gayner - Tom Gayner's Top 5 2nd Quarter Stock Buys
Tom Gayner (Trades, Portfolio) serves as co-CEO of Markel Corp. (NYSE:MKL), an insurance, reinsurance and investment holding company. On Thursday, he released his second-quarter portfolio, which lists 13 new stocks. More...

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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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