Tom Gayner

Tom Gayner

Last Update: 10-27-2017

Number of Stocks: 139
Number of New Stocks: 3

Total Value: $5,023 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 2017-09-30 Add0.19%$898.7 - $980.34
($930.63)
$ 1051.5013%Add 11.49%97,031
AMZN Amazon.com Inc 2017-09-30 Add0.19%$938.6 - $1052.8
($981.92)
$ 1173.6820%Add 14.29%80,000
GS Goldman Sachs Group Inc 2017-09-30 Add0.1%$215.84 - $237.19
($225.59)
$ 256.7014%Add 128.65%39,100
APO Apollo Global Management LLC 2017-09-30 Add0.06%$26.34 - $31.05
($28.73)
$ 32.4413%Add 17.09%685,000
BX Blackstone Group LP 2017-09-30 Add0.06%$31.36 - $34.78
($32.91)
$ 31.66-4%Add 11.84%850,000
BA Boeing Co 2017-09-30 Add0.06%$198.59 - $256.45
($232.68)
$ 293.7926%Add 13.19%94,400
BAM Brookfield Asset Management Inc 2017-09-30 Add0.06%$38.24 - $40.71
($39.28)
$ 44.0112%Add 1.40%5,435,821
KKR KKR & Co LP 2017-09-30 Add0.05%$18.03 - $19.99
($18.94)
$ 19.905%Add 13.50%967,000
MSFT Microsoft Corp 2017-09-30 Add0.05%$68.17 - $75.44
($72.96)
$ 84.7516%Add 11.43%312,000
SRCL Stericycle Inc 2017-09-30 Add0.05%$69 - $82.76
($73.65)
$ 65.98-10%Add 17.77%232,000
TXN Texas Instruments Inc 2017-09-30 Add0.05%$76.41 - $89.65
($82.03)
$ 100.2922%Add 5.62%526,000
CG The Carlyle Group LP 2017-09-30 Add0.05%$18.95 - $24.45
($21.26)
$ 22.355%Add 15.17%797,000
TSN Tyson Foods Inc 2017-09-30 Add0.05%$58.58 - $67.41
($63.78)
$ 81.3228%Add 25.35%178,000
WSO Watsco Inc 2017-09-30 Add0.05%$142.3 - $160.48
($150.99)
$ 165.7610%Add 7.29%235,500
ALB Albemarle Corp 2017-09-30 Add0.04%$106.03 - $136.31
($118.69)
$ 128.198%Add 25.86%73,000
ADI Analog Devices Inc 2017-09-30 Add0.04%$76.11 - $86.17
($80.64)
$ 85.726%Add 4.27%537,811
BLK BlackRock Inc 2017-09-30 Add0.04%$412.19 - $446.11
($426.53)
$ 507.7619%Add 2.86%180,000
DLTR Dollar Tree Inc 2017-09-30 Add0.04%$66.39 - $85.68
($76.03)
$ 104.7538%Add 41.94%88,000
LBRDA Liberty Broadband Corp 2017-09-30 Add0.04%$83.71 - $103.12
($95.2)
$ 84.77-11%Add 12.01%205,250
LYV Live Nation Entertainment Inc 2017-09-30 Add0.04%$34.01 - $43.58
($38.77)
$ 42.9211%Add 13.91%417,700
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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)
KMX4,913,070372,459
BRK.A1,088298,917
BRK.B1,511,607277,108
BAM5,435,821224,499
DEO1,349,800178,349
DIS1,699,200167,490
MAR1,508,269166,302
WBA2,135,000164,865
HD920,000150,475
DE1,095,400137,571
» More Current Portfolio

Tom Gayner's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 27.8% 27.8%
Consumer Cyclical 22.8% 22.8%
Technology 13% 13%
Consumer Defensive 12.3% 12.3%
Healthcare 7% 7%
Real Estate 5.8% 5.8%
Basic Materials 2.1% 2.1%
Communication Services 1.1% 1.1%
Energy 0.9% 0.9%
Industrials 0% 0%
» More Sector Weightings

Tom Gayner's News:

» More Related News


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