Tom Gayner

Tom Gayner

13F
Markel Gayner Asset Management Corp
Last update 2024-05-03 133 Stocks (5 new)
Value $10.14 Bil Turnover 1 %
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
APD
Air Products & Chemicals Inc
15,000
3634.05
New Holding
0.04
+0.04%
0.01
+16.74%
+0.41%
60669.505
Chemicals
HSY
The Hershey Co
9,500
1847.75
New Holding
0.02
+0.02%
0
-8.03%
-0.97%
36823.915
Consumer Packaged Goods
NSP
Insperity Inc
16,876
1849.78
New Holding
0.02
+0.02%
0.04
-7.71%
-18.48%
3554.675
Business Services
MAR
Marriott International Inc
9,000
2270.79
New Holding
0.02
+0.02%
0
-4.34%
+8.51%
69557.613
Travel & Leisure
YUM
Yum Brands Inc
16,152
2239.48
New Holding
0.02
+0.02%
0.01
-1.19%
+3.80%
37820.39
Restaurants
FIX
Comfort Systems USA Inc
13,000
4130.23
+1,200.00%
0.04
+0.04%
0.04
-2.07%
+54.05%
11299.197
Construction
GPK
Graphic Packaging Holding Co
240,824
7027.24
+98.04%
0.07
+0.03%
0.08
-3.14%
+10.53%
8312.3
Packaging & Containers
URI
United Rentals Inc
15,500
11177.21
+72.22%
0.11
+0.05%
0.02
-10.67%
+12.29%
42669.493
Business Services
HCA
HCA Healthcare Inc
21,432
7148.22
+51.56%
0.07
+0.02%
0.01
+3.26%
+25.71%
88767.927
Healthcare Providers & Services
FERG
Ferguson PLC
57,500
12559.73
+49.35%
0.12
+0.04%
0.03
-11.10%
+2.22%
39512.706
Industrial Distribution
UNH
UnitedHealth Group Inc
16,100
7964.67
+46.36%
0.08
+0.03%
0
-1.43%
-7.58%
444168.633
Healthcare Plans
CHH
Choice Hotels International Inc
84,500
10676.58
+37.40%
0.11
+0.03%
0.17
-9.01%
+4.44%
5686.023
Travel & Leisure
UBER
Uber Technologies Inc
58,000
4465.42
+28.89%
0.04
+0.01%
0
-12.51%
+14.03%
146705.228
Software
TMO
Thermo Fisher Scientific Inc
24,700
14355.89
+26.02%
0.14
+0.03%
0.01
-3.28%
+6.51%
215517.036
Medical Diagnostics & Research
LAMR
Lamar Advertising Co
77,000
9194.57
+24.19%
0.09
+0.02%
0.08
+0.57%
+12.98%
12003.057
REITs
RNR
RenaissanceRe Holdings Ltd
70,000
16452.1
+15.70%
0.16
+0.02%
0.13
-3.01%
+14.81%
11859.182
Insurance
OI
O-I Glass Inc
539,100
8943.67
+14.92%
0.09
+0.01%
0.35
-29.03%
-32.23%
1728.511
Packaging & Containers
KMX
CarMax Inc
123,500
10758.09
+11.76%
0.11
+0.01%
0.08
-17.13%
-6.66%
11199.562
Vehicles & Parts
TSN
Tyson Foods Inc
777,500
45662.58
+11.47%
0.45
+0.05%
0.22
-2.21%
+6.62%
20044.201
Consumer Packaged Goods
IQV
IQVIA Holdings Inc
55,726
14092.55
+10.07%
0.14
+0.01%
0.03
-15.05%
-6.54%
39400.75
Medical Diagnostics & Research
100/Page
Total 134

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