Tom Gayner

Tom Gayner

13F
Markel Gayner Asset Management Corp
Last update 2024-02-22 128 Stocks (2 new)
Value $9.20 Bil Turnover 2 %
Countries:
Portfolio Report

Tom Gayner Profile

Thomas Gayner is Co-Chief Executive Officer of Markel Corporation. He oversees the investing activities for the company, as well as the Markel Ventures diverse industrial and service businesses. Gayner joined Markel in 1990 to form Markel Gayner Asset Management which provided equity investment counsel for Markel Corporation as well as outside clients.
Prior to joining Markel, Mr. Gayner served as vice president of Davenport & Co of Virginia and as a Certified Public Accountant with PriceWaterhouseCoopers LLP.
Gayner serves as the Chairman of the Board of the Davis Series Mutual Funds and on the boards of the Colfax Corporation, Graham Holdings, Cable One and Markel. He is a trustee of The Community Foundation of Richmond, Bon Secours Health System, and a member of the Investment Advisory Committee of the Virginia Retirement System. He is a graduate of the University of Virginia and The Lawrenceville School.

Tom Gayner Investing Philosophy

Gayner outlined in Markel's 2019 Letter to Shareholders a four-part discipline:
First, Markel looks for businesses earning good rates of return that use only modest leverage to do so.
Second, the firm looks for management teams with equal measure of talent and integrity.
Third, Markel looks for businesses with opportunities to reinvest its capital and grow organically or by acquisition, and/or with capital discipline to repurchase shares or pay dividends.
And fourth, the firm looks to acquire these holdings at fair prices: The long term returns should be similar to the underlying growth in intrinsic value of the company itself.

Tom Gayner's Portfolio

Tom Gayner Current Holdings

Add To Portfolio
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GPK
Graphic Packaging Holding Co
121,601
2,997.47
New Holding
0.03
+0.03%
0.04
+17.76%
+18.43%
8,903.10
Packaging & Containers
FIX
Comfort Systems USA Inc
1,000
205.67
New Holding
0
0%
0
+53.44%
+54.72%
11,346.28
Construction
FERG
Ferguson PLC
38,500
7,433.20
+541.67%
0.08
+0.07%
0.02
+13.73%
+13.84%
44,358.63
Industrial Distribution
URI
United Rentals Inc
9,000
5,160.78
+200.00%
0.06
+0.04%
0.01
+24.71%
+25.90%
48,388.05
Business Services
UNH
UnitedHealth Group Inc
11,000
5,791.17
+120.00%
0.06
+0.03%
0
-5.31%
-5.97%
454,605.71
Healthcare Plans
UBER
Uber Technologies Inc
45,000
2,770.65
+114.29%
0.03
+0.02%
0
+23.44%
+26.86%
162,589.43
Software
CHH
Choice Hotels International Inc
61,500
6,967.95
+86.36%
0.08
+0.04%
0.12
+13.44%
+12.89%
6,338.74
Travel & Leisure
HCA
HCA Healthcare Inc
14,141
3,827.69
+75.66%
0.04
+0.02%
0.01
+22.55%
+22.79%
87,727.18
Healthcare Providers & Services
TGT
Target Corp
121,000
17,232.82
+45.78%
0.19
+0.06%
0.03
+23.59%
+23.55%
80,643.43
Retail - Defensive
TMO
Thermo Fisher Scientific Inc
19,600
10,403.49
+44.12%
0.11
+0.03%
0.01
+9.05%
+9.22%
220,920.89
Medical Diagnostics & Research
LPLA
LPL Financial Holdings Inc
426,386
97,053.98
+41.53%
1.06
+0.31%
0.56
+15.47%
+15.49%
19,550.60
Capital Markets
KMX
CarMax Inc
110,500
8,479.77
+31.55%
0.09
+0.02%
0.07
+11.51%
+13.34%
13,735.99
Vehicles & Parts
RNR
RenaissanceRe Holdings Ltd
60,500
11,858.00
+23.47%
0.13
+0.02%
0.11
+22.32%
+20.64%
12,439.04
Insurance
LAMR
Lamar Advertising Co
62,000
6,589.36
+22.77%
0.07
+0.01%
0.06
+12.18%
+13.02%
12,124.38
REITs
TSN
Tyson Foods Inc
697,500
37,490.63
+20.78%
0.41
+0.07%
0.20
+12.36%
+10.42%
20,995.70
Consumer Packaged Goods
CABO
Cable One Inc
44,200
24,601.28
+17.24%
0.27
+0.04%
0.79
-23.18%
-23.19%
2,388.01
Telecommunication Services
IQV
IQVIA Holdings Inc
50,626
11,713.84
+15.52%
0.13
+0.02%
0.03
+8.90%
+9.16%
45,971.17
Medical Diagnostics & Research
ODFL
Old Dominion Freight Line Inc
182,000
36,885.03
+14.47%
0.40
+0.05%
0.08
+3.61%
+5.72%
23,292.24
Transportation
THG
The Hanover Insurance Group Inc
214,000
25,983.88
+13.23%
0.28
+0.03%
0.60
+13.07%
+12.36%
4,855.18
Insurance
EFX
Equifax Inc
97,850
24,197.33
+11.38%
0.26
+0.03%
0.08
+4.95%
+6.27%
32,598.25
Business Services
100/Page
Total 135

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