Tom Gayner

Tom Gayner

Last Update: 02-09-2018

Number of Stocks: 138
Number of New Stocks: 1

Total Value: $5,296 Mil
Q/Q Turnover: 0%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
Please Subscribe to see portfolio changes after 2017-12-31.

Plans start from as little as $399/year. 7-Day FREE TRIAL

Tom Gayner Sold 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
XOM Exxon Mobil Corp 2017-12-31 Sold Out -0.89%$80.24 - $84.02
($82.7)
$ 76.54-7%Sold Out0
SLB Schlumberger Ltd 2017-12-31 Sold Out -0.01%$61.31 - $69.32
($64.83)
$ 66.282%Sold Out0
XOM Exxon Mobil Corp 2017-09-30 Reduce-0.69%$76.1 - $82.19
($79.4)
$ 76.54-4%Reduce -42.34%544,800
CLB Core Laboratories NV 2017-09-30 Sold Out -0.24%$87.47 - $109.17
($96.92)
$ 106.4310%Sold Out0
NXPI NXP Semiconductors NV 2017-09-30 Sold Out -0.08%$109.11 - $113.09
($111.48)
$ 118.506%Sold Out0
SLB Schlumberger Ltd 2017-06-30 Reduce-1.16%$65.25 - $79.65
($71.85)
$ 66.28-8%Reduce -99.40%4,000
HEI Heico Corp 2017-06-30 Reduce$53.89 - $59.82
($57.47)
$ 80.6440%Reduce -20.00%5,859
ORCL Oracle Corp 2017-03-31 Sold Out -0.59%$38.45 - $45.73
($41.64)
$ 50.7122%Sold Out0
LLTC Linear Technology Corp 2017-03-31 Sold Out -0.31%$61.98 - $65.45
($63.61)
$ 65.002%Sold Out0
CSX CSX Corp 2017-03-31 Sold Out -0.12%$35.89 - $49.79
($45.72)
$ 56.1023%Sold Out0
MJN Mead Johnson Nutrition Co 2017-03-31 Sold Out -0.06%$69.5 - $89.08
($82.24)
$ 89.579%Sold Out0
HOG Harley-Davidson Inc 2016-12-31 Sold Out -0.41%$49.7 - $62.07
($57.04)
$ 47.16-17%Sold Out0
EMR Emerson Electric Co 2016-12-31 Sold Out -0.22%$49.41 - $58.26
($53.79)
$ 72.9936%Sold Out0
CMI Cummins Inc 2016-12-31 Sold Out -0.12%$121.72 - $146.46
($133.86)
$ 165.6024%Sold Out0
CPRT Copart Inc 2016-09-30 Sold Out -1.25%$48.93 - $54.05
($51.02)
$ 46.47-9%Sold Out0
NOV National Oilwell Varco Inc 2016-09-30 Sold Out -0.54%$31.27 - $36.86
($33.59)
$ 35.616%Sold Out0
COF Capital One Financial Corp 2016-09-30 Sold Out -0.21%$60.86 - $72.5
($68.68)
$ 99.5345%Sold Out0
CRR Carbo Ceramics Inc 2016-09-30 Sold Out -0.07%$10 - $14.91
($12.85)
$ 7.58-41%Sold Out0
LILA Liberty Latin America Ltd 2016-09-30 Reduce$26.54 - $36.27
($30.79)
$ 23.43-24%Reduce -0.03%14,720
FII Federated Investors Inc 2016-06-30 Sold Out -0.57%$26.71 - $32.51
($30.55)
$ 33.6910%Sold Out0
Premium Real Time Picks are included for Premium Members only!!
*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.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.

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)
BRK.A1,088323,789
KMX4,913,070315,075
BRK.B1,511,607299,631
BAM5,435,821236,675
MAR1,508,269204,718
DEO1,349,800197,111
DIS1,699,200182,681
HD920,000174,368
DE1,095,400171,441
WBA2,135,000155,043
» More Current Portfolio

Tom Gayner's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 28.4% 28.4%
Consumer Cyclical 22.5% 22.5%
Technology 13.7% 13.7%
Consumer Defensive 12.1% 12.1%
Healthcare 7.2% 7.2%
Real Estate 5.8% 5.8%
Basic Materials 2% 2%
Communication Services 1% 1%
Energy 0% 0%
Industrials 0% 0%
» More Sector Weightings

Tom Gayner's News:

» More Related News


Add Notes, Comments

If you want to ask a question or report a bug, please create a support ticket.
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}