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 Portfolio and Latest Trades

Type:
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SRCL
Stericycle Inc2024-03-31Reduce
-0.34%
●
47.21 ($50.31) 55.65
$58.63
16.54%
Reduce -94.32%
38,000
-630,700
DE
Deere & Co2024-03-31Add
+0.11%
●
356.78 ($383.27) 410.74
$379.22
-1.06%
Add 3.26%
823,800
26,000
LPLA
LPL Financial Holdings Inc2024-03-31Add
+0.07%
●
230.75 ($252.41) 273.77
$281.16
11.39%
Add 6.54%
454,291
27,905
TSN
Tyson Foods Inc2024-03-31Add
+0.05%
●
51.61 ($54.79) 58.81
$55.61
1.50%
Add 11.47%
777,500
80,000
URI
United Rentals Inc2024-03-31Add
+0.05%
●
541.39 ($641.68) 721.11
$619.29
-3.49%
Add 72.22%
15,500
6,500
APD
Air Products & Chemicals Inc2024-03-31New Buy
+0.04%
●
215.38 ($245.03) 273.47
$273.11
11.46%
New holding
15,000
15,000
FIX
Comfort Systems USA Inc2024-03-31Add
+0.04%
●
195.89 ($255.45) 323.29
$321.85
25.99%
Add 1200%
13,000
12,000
FERG
Ferguson PLC2024-03-31Add
+0.04%
●
184.06 ($199.25) 221.27
$200.92
0.84%
Add 49.35%
57,500
19,000
WSO
Watsco Inc2024-03-31Add
+0.04%
●
377.91 ($401.75) 439.5
$486.48
21.09%
Add 1.71%
566,250
9,500
CHH
Choice Hotels International Inc2024-03-31Add
+0.03%
●
109.6 ($119.55) 130.05
$116.56
-2.50%
Add 37.4%
84,500
23,000
DG
Dollar General Corp2024-03-31Add
+0.03%
●
130.67 ($142.16) 161.22
$126.89
-10.74%
Add 3.21%
675,250
21,000
FDX
FedEx Corp2024-03-31Add
+0.03%
●
236.39 ($250.17) 289.74
$250.06
-0.04%
Add 7.35%
168,000
11,500
GPK
Graphic Packaging Holding Co2024-03-31Add
+0.03%
●
24.35 ($26.15) 29.18
$27.61
5.58%
Add 98.04%
240,824
119,223
ODFL
Old Dominion Freight Line Inc2024-03-31Add
+0.03%
●
188.93 ($208.57) 223.12
$173.92
-16.61%
Add 7.14%
195,000
13,000
TMO
Thermo Fisher Scientific Inc2024-03-31Add
+0.03%
●
528.82 ($561.14) 599.43
$568.00
1.22%
Add 26.02%
24,700
5,100
UNH
UnitedHealth Group Inc2024-03-31Add
+0.03%
●
472.6 ($508.38) 545.42
$489.23
-3.77%
Add 46.36%
16,100
5,100
AON
Aon PLC2024-03-31Add
+0.02%
●
288.02 ($310.03) 333.79
$300.01
-3.23%
Add 4.46%
110,050
4,700
CABO
Cable One Inc2024-03-31Add
+0.02%
●
421.69 ($492.4) 572.87
$362.43
-26.40%
Add 8.82%
48,100
3,900
CAT
Caterpillar Inc2024-03-31Add
+0.02%
●
278.63 ($319.61) 366.43
$322.40
0.87%
Add 1.48%
307,600
4,500
THG
The Hanover Insurance Group Inc2024-03-31Add
+0.02%
●
122.2 ($129.77) 136.58
$123.31
-4.98%
Add 6.07%
227,000
13,000
HCA
HCA Healthcare Inc2024-03-31Add
+0.02%
●
272.08 ($305.59) 333.53
$335.47
9.78%
Add 51.56%
21,432
7,291
HSY
The Hershey Co2024-03-31New Buy
+0.02%
●
184 ($192.9) 202.31
$183.05
-5.11%
New holding
9,500
9,500
NSP
Insperity Inc2024-03-31New Buy
+0.02%
●
92.29 ($106.31) 118.76
$94.59
-11.02%
New holding
16,876
16,876
LAMR
Lamar Advertising Co2024-03-31Add
+0.02%
●
101.03 ($109.64) 120.58
$114.35
4.30%
Add 24.19%
77,000
15,000
LIN
Linde PLC2024-03-31Add
+0.02%
●
400.63 ($433) 474.89
$440.63
1.76%
Add 4.2%
131,500
5,300
LOW
Lowe's Companies Inc2024-03-31Add
+0.02%
●
210.55 ($229.88) 261
$226.77
-1.35%
Add 0.99%
663,480
6,500
MAR
Marriott International Inc2024-03-31New Buy
+0.02%
●
219.04 ($242.17) 255.27
$244.70
1.04%
New holding
9,000
9,000
MMC
Marsh & McLennan Companies Inc2024-03-31Add
+0.02%
●
190.17 ($199.3) 207.9
$211.52
6.13%
Add 1.39%
694,000
9,500
MSFT
Microsoft Corp2024-03-31Add
+0.02%
●
367.75 ($404.82) 429.37
$448.37
10.76%
Add 0.87%
502,830
4,350
NVR
NVR Inc2024-03-31Add
+0.02%
●
6857.43 ($7428.56) 8099.96
$7,687.98
3.49%
Add 2.02%
11,349
225
RNR
RenaissanceRe Holdings Ltd2024-03-31Add
+0.02%
●
200.14 ($221.88) 237.84
$223.15
0.57%
Add 15.7%
70,000
9,500
TGT
Target Corp2024-03-31Add
+0.02%
●
137.4 ($152.13) 177.21
$144.97
-4.71%
Add 9.92%
133,000
12,000
VRSK
Verisk Analytics Inc2024-03-31Add
+0.02%
●
231.21 ($240.2) 250.66
$267.69
11.44%
Add 5.39%
127,200
6,500
YUM
Yum Brands Inc2024-03-31New Buy
+0.02%
●
126.33 ($133.53) 140.74
$136.92
2.54%
New holding
16,152
16,152
IFF
International Flavors & Fragrances Inc2024-03-31Sold Out
-0.02%
●
73.21 ($80.3) 85.99
$94.80
18.06%
Sold Out
0
-23,000
ADI
Analog Devices Inc2024-03-31Add
+0.01%
●
184.69 ($192.27) 201.37
$232.39
20.87%
Add 0.3%
1,167,471
3,500
KMX
CarMax Inc2024-03-31Add
+0.01%
●
67.45 ($75.64) 87.11
$71.68
-5.24%
Add 11.76%
123,500
13,000
DEO
Diageo PLC2024-03-31Add
+0.01%
●
137.5 ($146.35) 154.69
$131.77
-9.96%
Add 0.42%
1,360,408
5,700
IQV
IQVIA Holdings Inc2024-03-31Add
+0.01%
●
208.23 ($233.46) 259.1
$213.32
-8.63%
Add 10.07%
55,726
5,100
META
Meta Platforms Inc2024-03-31Add
+0.01%
●
344.47 ($446.07) 512.19
$506.63
13.58%
Add 1.13%
267,681
3,000
NKE
Nike Inc2024-03-31Add
+0.01%
●
92.58 ($101.72) 107.18
$95.00
-6.61%
Add 1.9%
375,900
7,000
OI
O-I Glass Inc2024-03-31Add
+0.01%
●
14.37 ($15.81) 17.26
$11.89
-24.79%
Add 14.92%
539,100
70,000
ROL
Rollins Inc2024-03-31Add
+0.01%
●
40.95 ($44.09) 47.01
$49.25
11.70%
Add 1.35%
1,426,275
19,000
SCHW
Charles Schwab Corp2024-03-31Add
+0.01%
●
61.89 ($65.86) 72.38
$72.81
10.55%
Add 1.42%
1,353,766
19,000
SMG
The Scotts Miracle Gro Co2024-03-31Add
+0.01%
●
53.53 ($62.12) 74.59
$64.41
3.69%
Add 7.69%
168,000
12,000
SBUX
Starbucks Corp2024-03-31Add
+0.01%
●
90.12 ($93.01) 97.3
$81.33
-12.56%
Add 1.69%
541,318
9,000
UBER
Uber Technologies Inc2024-03-31Add
+0.01%
●
57.58 ($71.78) 81.39
$70.49
-1.80%
Add 28.89%
58,000
13,000
AAPL
Apple Inc2024-03-31Add
0%
●
169 ($181.83) 195.18
$216.67
19.16%
Add 0.11%
1,227,190
1,300
CMCSA
Comcast Corp2024-03-31Add
0%
●
41.24 ($43.14) 46.73
$37.31
-13.51%
Add 1.08%
1,072,241
11,500
ATVI Activision Blizzard Inc2023-12-31Sold Out
-0.74%
●
93.67 ($94.24) 94.47
$94.42
0.19%
Sold Out
0
-650,600
LPLA
LPL Financial Holdings Inc2023-12-31Add
+0.31%
●
209.89 ($224.79) 239.77
$281.16
25.08%
Add 41.53%
426,386
125,122
LBRDA
Liberty Broadband Corp2023-12-31Sold Out
-0.22%
●
74.69 ($83.87) 94.28
$51.48
-38.62%
Sold Out
0
-196,750
DE
Deere & Co2023-12-31Add
+0.17%
●
359.39 ($377.05) 401.64
$379.22
0.58%
Add 5.14%
797,800
39,000
LBRDK
Liberty Broadband Corp2023-12-31Sold Out
-0.17%
●
74.76 ($83.95) 94.32
$51.55
-38.59%
Sold Out
0
-149,859
BK
Bank of New York Mellon Corp2023-12-31Reduce
-0.13%
●
41.18 ($46.06) 52.22
$58.17
26.29%
Reduce -66.74%
121,500
-243,750
DG
Dollar General Corp2023-12-31Add
+0.09%
●
101.83 ($121.3) 135.95
$126.89
4.61%
Add 10.84%
654,250
64,000
ADI
Analog Devices Inc2023-12-31Add
+0.08%
●
155.88 ($178.58) 200.88
$232.39
30.13%
Add 3.13%
1,163,971
35,300
FERG
Ferguson PLC2023-12-31Add
+0.07%
●
150.2 ($168.69) 193.26
$200.92
19.11%
Add 541.67%
38,500
32,500
TSN
Tyson Foods Inc2023-12-31Add
+0.07%
●
45.17 ($48.56) 53.75
$55.61
14.52%
Add 20.78%
697,500
120,000
TGT
Target Corp2023-12-31Add
+0.06%
●
105.01 ($122.07) 142.54
$144.97
18.76%
Add 45.78%
121,000
38,000
ODFL
Old Dominion Freight Line Inc2023-12-31Add
+0.05%
●
184.23 ($198.35) 212.88
$173.92
-12.32%
Add 14.47%
182,000
11,500
WSO
Watsco Inc2023-12-31Add
+0.05%
●
340.51 ($387.45) 429.01
$486.48
25.56%
Add 2.02%
556,750
11,000
CABO
Cable One Inc2023-12-31Add
+0.04%
●
519.61 ($570.94) 664.95
$362.43
-36.52%
Add 17.24%
44,200
6,500
CHH
Choice Hotels International Inc2023-12-31Add
+0.04%
●
110.16 ($114.31) 124.9
$116.56
1.97%
Add 86.36%
61,500
28,500
SCHW
Charles Schwab Corp2023-12-31Add
+0.04%
●
49.33 ($57.75) 70.98
$72.81
26.08%
Add 4.54%
1,334,766
58,000
URI
United Rentals Inc2023-12-31Add
+0.04%
●
399.02 ($471.7) 580.47
$619.29
31.29%
Add 200%
9,000
6,000
VNT
Vontier Corp2023-12-31Sold Out
-0.04%
●
29.03 ($32.54) 35.19
$38.36
17.89%
Sold Out
0
-110,853
LLYVA
Liberty Live Group2023-12-31Sold Out
-0.04%
●
29.52 ($33.2) 36.79
$33.87
2.02%
Sold Out
0
-98,000
EFX
Equifax Inc2023-12-31Add
+0.03%
●
162.68 ($202.83) 250.41
$239.05
17.86%
Add 11.38%
97,850
10,000
FDX
FedEx Corp2023-12-31Add
+0.03%
●
227.93 ($254.05) 281.92
$250.06
-1.57%
Add 7.93%
156,500
11,500
GPK
Graphic Packaging Holding Co2023-12-31New Buy
+0.03%
●
20.17 ($22.41) 24.81
$27.61
23.20%
New holding
121,601
121,601
THG
The Hanover Insurance Group Inc2023-12-31Add
+0.03%
●
109.4 ($118.89) 128.18
$123.31
3.72%
Add 13.23%
214,000
25,000
ICE
Intercontinental Exchange Inc2023-12-31Reduce
-0.03%
●
104.72 ($113.38) 128.6
$136.20
20.13%
Reduce -84.52%
5,120
-27,957
LIN
Linde PLC2023-12-31Add
+0.03%
●
364.38 ($394.4) 426.72
$440.63
11.72%
Add 4.73%
126,200
5,700
LOW
Lowe's Companies Inc2023-12-31Add
+0.03%
●
183.62 ($202.7) 225.59
$226.77
11.87%
Add 1.78%
656,980
11,500
TMO
Thermo Fisher Scientific Inc2023-12-31Add
+0.03%
●
431.41 ($484.03) 532.94
$568.00
17.35%
Add 44.12%
19,600
6,000
UNH
UnitedHealth Group Inc2023-12-31Add
+0.03%
●
509.47 ($533.34) 552.97
$489.23
-8.27%
Add 120%
11,000
6,000
LBTYA
Liberty Global Ltd2023-12-31Sold Out
-0.03%
●
15.11 ($16.2) 17.77
$17.52
8.15%
Sold Out
0
-168,000
LLYVK
Liberty Live Group2023-12-31Sold Out
-0.03%
●
30.1 ($34.02) 37.57
$35.17
3.38%
Sold Out
0
-80,000
ALL
Allstate Corp2023-12-31Add
+0.02%
●
109.91 ($130.39) 144.36
$158.74
21.74%
Add 9.18%
154,550
13,000
AON
Aon PLC2023-12-31Add
+0.02%
●
288.19 ($320.1) 335.32
$300.01
-6.28%
Add 5.83%
105,350
5,800
KMX
CarMax Inc2023-12-31Add
+0.02%
●
60.39 ($67.22) 78.55
$71.68
6.63%
Add 31.55%
110,500
26,500
HCA
HCA Healthcare Inc2023-12-31Add
+0.02%
●
221.81 ($247.16) 275.85
$335.47
35.73%
Add 75.66%
14,141
6,091
IQV
IQVIA Holdings Inc2023-12-31Add
+0.02%
●
177.16 ($205.32) 232.73
$213.32
3.90%
Add 15.52%
50,626
6,800
JPM
JPMorgan Chase & Co2023-12-31Add
+0.02%
●
135.69 ($151.54) 170.3
$194.98
28.67%
Add 4.55%
252,550
11,000
MMC
Marsh & McLennan Companies Inc2023-12-31Add
+0.02%
●
184.9 ($193.23) 201.86
$211.52
9.47%
Add 1.78%
684,500
12,000
META
Meta Platforms Inc2023-12-31Add
+0.02%
●
288.35 ($325.65) 358.32
$506.63
55.58%
Add 2.24%
264,681
5,800
MSFT
Microsoft Corp2023-12-31Add
+0.02%
●
313.39 ($355.93) 382.7
$448.37
25.97%
Add 1.22%
498,480
6,000
NVR
NVR Inc2023-12-31Add
+0.02%
●
5377.29 ($6168) 7024.82
$7,687.98
24.64%
Add 2.77%
11,124
300
RNR
RenaissanceRe Holdings Ltd2023-12-31Add
+0.02%
●
192.67 ($207.88) 226.97
$223.15
7.35%
Add 23.47%
60,500
11,500
UBER
Uber Technologies Inc2023-12-31Add
+0.02%
●
40.62 ($52.31) 63.28
$70.49
34.75%
Add 114.29%
45,000
24,000
VRSK
Verisk Analytics Inc2023-12-31Add
+0.02%
●
222.25 ($236.72) 247.6
$267.69
13.08%
Add 5.23%
120,700
6,000
AMZN
Amazon.com Inc2023-12-31Add
+0.01%
●
119.57 ($140.18) 154.07
$184.06
31.30%
Add 0.29%
2,030,760
5,800
AAPL
Apple Inc2023-12-31Add
+0.01%
●
166.89 ($184.64) 198.11
$216.67
17.35%
Add 0.33%
1,225,890
4,000
CAT
Caterpillar Inc2023-12-31Add
+0.01%
●
226.05 ($259.41) 298.12
$322.40
24.28%
Add 1.34%
303,100
4,000
DEO
Diageo PLC2023-12-31Add
+0.01%
●
138.93 ($147.65) 159.96
$131.77
-10.76%
Add 0.33%
1,354,708
4,500
LAMR
Lamar Advertising Co2023-12-31Add
+0.01%
●
78.53 ($94.03) 111.14
$114.35
21.61%
Add 22.77%
62,000
11,500
ROL
Rollins Inc2023-12-31Add
+0.01%
●
32.92 ($38.92) 43.77
$49.25
26.54%
Add 1.74%
1,407,275
24,000
COF
Capital One Financial Corp2023-12-31Add
0%
●
88.97 ($107.87) 132.02
$137.10
27.10%
Add 1.11%
91,000
1,000
CE
Celanese Corp2023-12-31Add
0%
●
112.94 ($130.43) 158.5
$139.35
6.84%
Add 1.3%
77,800
1,000
100/Page
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