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:
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Tom Gayner Latest Trades 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
ORCL Oracle Corp 2017-03-31 Sold Out -0.59%$38.45 - $45.73
($41.64)
$ 44.637%Sold Out0
LLTC Linear Technology Corp 2017-03-31 Sold Out -0.31%$61.98 - $65.45
($63.61)
$ 65.002%Sold Out0
AMZN Amazon.com Inc 2017-03-31 Add0.26%$753.67 - $886.54
($833.5)
$ 970.6716%Add 28.26%59,000
GOOG Alphabet Inc 2017-03-31 Add0.24%$786.14 - $852.12
($820.39)
$ 941.8615%Add 21.30%74,031
ADI Analog Devices Inc 2017-03-31 Add0.2%$71.32 - $83.85
($78.53)
$ 82.095%Add 27.76%500,811
SRCL Stericycle Inc 2017-03-31 Add0.16%$73.71 - $85.76
($80.34)
$ 84.185%Add 113.33%160,000
CSX CSX Corp 2017-03-31 Sold Out -0.12%$35.89 - $49.79
($45.72)
$ 51.4613%Sold Out0
TXN Texas Instruments Inc 2017-03-31 Add0.11%$72.92 - $82.2
($77.45)
$ 80.374%Add 14.22%474,000
BAM Brookfield Asset Management Inc 2017-03-31 Add0.09%$32.94 - $37.37
($35.52)
$ 38.007%Add 2.06%5,254,821
TSN Tyson Foods Inc 2017-03-31 Add0.08%$61.21 - $65.39
($63.01)
$ 58.44-7%Add 545.45%71,000
AGN Allergan PLC 2017-03-31 Add0.07%$210.8 - $249.32
($232.88)
$ 219.52-6%Add 92.86%27,000
BA Boeing Co 2017-03-31 Add0.07%$156.97 - $183.91
($170.33)
$ 183.678%Add 32.44%69,400
BLK BlackRock Inc 2017-03-31 Add0.06%$371.64 - $397.81
($382.53)
$ 396.284%Add 4.33%168,500
MJN Mead Johnson Nutrition Co 2017-03-31 Sold Out -0.06%$69.5 - $89.08
($82.24)
$ 89.028%Sold Out0
ST Sensata Technologies Holding N.V. 2017-03-31 Add0.06%$39.78 - $44.46
($41.9)
$ 40.57-3%Add 126.09%104,000
AAPL Apple Inc 2017-03-31 Add0.05%$116.02 - $144.12
($131.71)
$ 153.9917%Add 23.26%90,100
FB Facebook Inc 2017-03-31 Add0.05%$116.86 - $142.65
($133.64)
$ 148.2411%Add 23.62%78,500
HCSG Healthcare Services Group Inc 2017-03-31 Buy 0.05%$38.62 - $43.8
($41.12)
$ 46.9014%New holding55,000
MSFT Microsoft Corp 2017-03-31 Add0.05%$62.3 - $65.86
($64.09)
$ 68.457%Add 17.39%243,000
PH Parker Hannifin Corp 2017-03-31 Add0.05%$140.78 - $160.32
($151.8)
$ 157.964%Add 15.74%95,600
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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)
KMX4,913,070290,952
BRK.A1,088271,837
BRK.B1,511,607251,954
BAM5,254,821191,591
DIS1,663,200188,590
WBA2,135,000177,312
DEO1,334,800154,276
MAR1,508,269142,049
HD920,000135,084
DE1,095,400119,245
» More Current Portfolio

Tom Gayner's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 27.1% 27.1%
Consumer Cyclical 22.6% 22.6%
Consumer Defensive 13.1% 13.1%
Technology 12.3% 12.3%
Healthcare 6.8% 6.8%
Real Estate 5.7% 5.7%
Basic Materials 1.9% 1.9%
Energy 1.8% 1.8%
Industrials 1.5% 1.5%
Communication Services 1.1% 1.1%
» More Sector Weightings

Tom Gayner's News:

» More Related News


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