Tom Gayner

Tom Gayner

Last Update: 08-03-2018

Number of Stocks: 133
Number of New Stocks: 11

Total Value: $5,449 Mil
Q/Q Turnover: 2%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Tom Gayner Bought 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
GOOG Alphabet Inc 2018-06-30 Add0.12%$1006.47 - $1173.46
($1080.62)
$ 1166.098%Add 5.64%109,524
GS Goldman Sachs Group Inc 2018-06-30 Add0.12%$220.18 - $259.59
($238.67)
$ 235.34-1%Add 43.69%94,750
PGR Progressive Corp 2018-06-30 Add0.11%$58.71 - $63
($61.2)
$ 70.7216%Add 50.00%315,000
ADI Analog Devices Inc 2018-06-30 Add0.09%$87.35 - $102.1
($94.34)
$ 94.560%Add 8.34%636,811
SMG The Scotts Miracle Gro Co 2018-06-30 Add0.09%$77.52 - $87.75
($83.68)
$ 78.84-6%Add 469.23%74,000
AMZN Amazon.com Inc 2018-06-30 Add0.08%$1371.99 - $1750.08
($1586.76)
$ 1915.0121%Add 3.19%87,420
CMG Chipotle Mexican Grill Inc 2018-06-30 Add0.08%$311.16 - $469.94
($408.4)
$ 467.3714%Add 55.43%27,200
SBUX Starbucks Corp 2018-06-30 Add0.08%$48.54 - $59.83
($56.76)
$ 57.451%Add 45.64%304,448
IFF International Flavors & Fragrances Inc 2018-06-30 Add0.07%$123.12 - $143.04
($130.81)
$ 140.467%Add 300.00%40,000
MCHP Microchip Technology Inc 2018-06-30 Add0.07%$82.44 - $103.31
($92.6)
$ 82.75-11%Add 85.71%91,000
SRCL Stericycle Inc 2018-06-30 Add0.07%$57.11 - $65.29
($62.19)
$ 61.49-1%Add 19.32%370,500
TXN Texas Instruments Inc 2018-06-30 Add0.07%$98.09 - $118.11
($108.15)
$ 110.052%Add 6.43%612,000
BAM Brookfield Asset Management Inc 2018-06-30 Add0.06%$38.23 - $42.03
($40.01)
$ 44.2411%Add 1.34%5,619,221
WSO Watsco Inc 2018-06-30 Add0.06%$166.89 - $191.35
($181.87)
$ 175.94-3%Add 6.77%276,000
APO Apollo Global Management LLC 2018-06-30 Add0.05%$28.1 - $32.33
($30.57)
$ 36.0718%Add 9.47%925,000
BX Blackstone Group LP 2018-06-30 Add0.05%$30.71 - $33.3
($31.82)
$ 39.4924%Add 8.13%1,070,500
CMCSA Comcast Corp 2018-06-30 Add0.05%$30.59 - $34.6
($32.61)
$ 37.9016%Add 37.91%291,000
DIS Walt Disney Co 2018-06-30 Add0.05%$98.66 - $108.85
($102.31)
$ 110.408%Add 1.52%1,769,200
VZ Verizon Communications Inc 2018-06-30 Buy 0.05%$46.38 - $51.57
($48.42)
$ 54.4212%New holding52,000
BLK BlackRock Inc 2018-06-30 Add0.04%$499.04 - $551.86
($528.39)
$ 487.61-8%Add 2.29%191,900
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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)
KMX4,913,070358,015
BRK.A1,096309,116
BRK.B1,515,032282,781
BAM5,619,221227,803
DEO1,349,800194,384
MAR1,515,269191,833
DIS1,769,200185,430
HD920,000179,492
UNH663,000162,661
DE1,095,400153,137
» More Current Portfolio

Tom Gayner's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 32.9% 32.9%
Consumer Cyclical 24.6% 24.6%
Technology 12.6% 12.6%
Consumer Defensive 11.1% 11.1%
Healthcare 6.7% 6.7%
Basic Materials 1.4% 1.4%
Communication Services 1% 1%
Real Estate 0.9% 0.9%
» More Sector Weightings

Tom Gayner's News:

» More Related News


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