Tom Gayner

Tom Gayner

13F
Markel Gayner Asset Management Corp
Last update 2023-08-07 131 Stocks (3 new)
Value $8.40 Bil Turnover 2 %
Countries:
Top Holdings: BRK.A(6.87%) BRK.B(6.22%) GOOG(3.96%) DE(3.65%) BN(3.49%)
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.
Summary Stock Picks Current Portfolio
Discussions

Tom Gayner Portfolio and Latest Trades

Type:
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DG 		Dollar General Corp2023-06-30Add
+0.47%
●
153.05 ($197.94) 222.43
$103.78
-47.57%
Add 82.36%
509,250
230,000
SEIC 		SEI Investments Co2023-06-30Reduce
-0.30%
●
56.5 ($58.18) 59.62
$59.18
1.72%
Reduce -70.6%
173,200
-416,000
LPLA 		LPL Financial Holdings Inc2023-06-30Add
+0.28%
●
180.95 ($200.28) 217.9
$238.16
18.91%
Add 545.95%
127,059
107,389
ESAB 		ESAB Corp2023-06-30Sold Out
-0.26%
●
55.52 ($60.62) 66.54
$67.71
11.70%
Sold Out
0
-348,356
MRVL 		Marvell Technology Inc2023-06-30Sold Out
-0.09%
●
36.91 ($48.5) 65.51
$54.59
12.56%
Sold Out
0
-160,000
ODFL 		Old Dominion Freight Line Inc2023-06-30Add
+0.08%
●
298.43 ($324.11) 375.75
$403.19
24.40%
Add 33.66%
67,500
17,000
V 		Visa Inc2023-06-30Add
+0.07%
●
221.03 ($228.82) 237.48
$231.27
1.07%
Add 2.59%
989,270
24,950
PYPL 		PayPal Holdings Inc2023-06-30Sold Out
-0.06%
●
59.37 ($68.3) 77.33
$58.59
-14.22%
Sold Out
0
-59,877
IQV 		IQVIA Holdings Inc2023-06-30Add
+0.05%
●
183.66 ($200.75) 224.77
$193.88
-3.42%
Add 117.11%
31,826
17,167
SCHW 		Charles Schwab Corp2023-06-30Add
+0.05%
●
47.37 ($52.38) 57.14
$53.55
2.23%
Add 6.82%
1,246,266
79,594
WSO 		Watsco Inc2023-06-30Add
+0.05%
●
301.84 ($338.76) 381.47
$375.55
10.86%
Add 1.99%
539,250
10,500
COF 		Capital One Financial Corp2023-06-30Add
+0.04%
●
85.63 ($100.06) 113.65
$95.12
-4.94%
Add 67.39%
77,000
31,000
FDX 		FedEx Corp2023-06-30Add
+0.04%
●
217.29 ($228.84) 249.98
$265.11
15.85%
Add 10.83%
133,000
13,000
HCSG 		Healthcare Services Group Inc2023-06-30Reduce
-0.04%
●
13.4 ($14.48) 15.61
$10.31
-28.80%
Reduce -39.37%
308,000
-200,000
LIN 		Linde PLC2023-06-30Add
+0.04%
●
353.66 ($365.04) 381.08
$370.21
1.42%
Add 9.06%
114,400
9,500
META 		Meta Platforms Inc2023-06-30Add
+0.04%
●
207.55 ($246.21) 288.73
$306.83
24.62%
Add 4.33%
252,781
10,500
AON 		Aon PLC2023-06-30Add
+0.03%
●
308.29 ($324.61) 345.2
$321.36
-1.00%
Add 7.51%
93,050
6,500
CMCSA 		Comcast Corp2023-06-30Add
+0.03%
●
36.52 ($39.69) 41.67
$44.51
12.14%
Add 5.37%
1,059,741
54,025
THG 		The Hanover Insurance Group Inc2023-06-30Add
+0.03%
●
110.25 ($118.66) 130.32
$109.95
-7.34%
Add 14.49%
158,000
20,000
LAMR 		Lamar Advertising Co2023-06-30Add
+0.03%
●
89.18 ($97.08) 105.68
$80.67
-16.90%
Add 305.88%
34,500
26,000
LOW 		Lowe's Companies Inc2023-06-30Add
+0.03%
●
198.57 ($207.87) 225.7
$205.74
-1.02%
Add 2.1%
632,480
13,000
RNR 		RenaissanceRe Holdings Ltd2023-06-30Add
+0.03%
●
180.39 ($199) 220.12
$197.56
-0.72%
Add 50%
36,000
12,000
TGT 		Target Corp2023-06-30Add
+0.03%
●
126.48 ($148.67) 169.58
$106.69
-28.24%
Add 74.19%
54,000
23,000
GOOGL 		Alphabet Inc2023-06-30Add
+0.02%
●
103.71 ($114.92) 127.31
$134.17
16.75%
Add 3.19%
550,000
17,000
ADI 		Analog Devices Inc2023-06-30Add
+0.02%
●
172.39 ($185.38) 197.22
$175.49
-5.33%
Add 0.58%
1,122,571
6,500
AAPL 		Apple Inc2023-06-30Add
+0.02%
●
160.1 ($174.1) 193.97
$173.75
-0.20%
Add 0.75%
1,215,990
9,000
CAT 		Caterpillar Inc2023-06-30Add
+0.02%
●
205.75 ($223.05) 247.67
$271.72
21.82%
Add 1.91%
293,000
5,500
HEI.A 		Heico Corp2023-06-30Add
+0.02%
●
121.85 ($134.06) 142.46
$128.10
-4.45%
Add 2.43%
379,644
9,000
JPM 		JPMorgan Chase & Co2023-06-30Add
+0.02%
●
127.47 ($137.42) 145.44
$143.77
4.62%
Add 5.54%
228,550
12,000
MMC 		Marsh & McLennan Companies Inc2023-06-30Add
+0.02%
●
166.55 ($177.28) 188.08
$188.77
6.48%
Add 1.38%
659,500
9,000
MSFT 		Microsoft Corp2023-06-30Add
+0.02%
●
275.42 ($313.01) 348.1
$321.80
2.81%
Add 1.25%
485,980
6,000
NVR 		NVR Inc2023-06-30Add
+0.02%
●
5468.08 ($5816.26) 6350.62
$5,960.95
2.49%
Add 2.48%
10,519
255
ROL 		Rollins Inc2023-06-30Add
+0.02%
●
37.45 ($40.6) 42.83
$36.62
-9.80%
Add 2.65%
1,356,275
35,000
TSN 		Tyson Foods Inc2023-06-30Add
+0.02%
●
47.28 ($54.51) 62.49
$49.24
-9.67%
Add 8.96%
450,000
37,000
VRSK 		Verisk Analytics Inc2023-06-30Add
+0.02%
●
188.98 ($209.73) 228.01
$236.35
12.69%
Add 6.34%
109,000
6,500
AMZN 		Amazon.com Inc2023-06-30Add
+0.01%
●
97.83 ($114.02) 130.36
$129.46
13.54%
Add 0.47%
2,018,860
9,500
BUD 		Anheuser-Busch InBev SA/NV2023-06-30New Buy
+0.01%
●
53.4 ($60.58) 66.73
$53.42
-11.82%
New holding
9,000
9,000
KMX 		CarMax Inc2023-06-30Add
+0.01%
●
62.44 ($73.07) 86.21
$69.74
-4.56%
Add 23.21%
69,000
13,000
CHH 		Choice Hotels International Inc2023-06-30New Buy
+0.01%
●
111.69 ($120.06) 129.79
$121.37
1.09%
New holding
5,000
5,000
DNB 		Dun & Bradstreet Holdings Inc2023-06-30Add
+0.01%
●
9.61 ($10.89) 11.74
$9.98
-8.36%
Add 43.75%
115,000
35,000
EMN 		Eastman Chemical Co2023-06-30Add
+0.01%
●
77.09 ($81.36) 84.41
$75.48
-7.23%
Add 20.02%
59,950
10,000
KKR 		KKR & Co Inc2023-06-30Add
+0.01%
●
47.79 ($52.39) 58.61
$60.99
16.42%
Add 1.54%
1,449,023
22,000
SONY 		Sony Group Corp2023-06-30Add
+0.01%
●
88.17 ($93.73) 100.19
$81.65
-12.89%
Add 9.39%
114,996
9,875
CE 		Celanese Corp2023-06-30Add
0%
●
100.46 ($108.38) 117.77
$121.40
12.01%
Add 3.98%
65,300
2,500
CBRL 		Cracker Barrel Old Country Store Inc2023-06-30Add
0%
●
90.46 ($102.89) 120.13
$65.88
-35.97%
Add 0.91%
111,000
1,000
CCK 		Crown Holdings Inc2023-06-30Add
0%
●
76.15 ($82.33) 88.81
$88.06
6.96%
Add 0.8%
189,500
1,500
DIS 		The Walt Disney Co2023-06-30Add
0%
●
87.82 ($94.82) 102.97
$81.67
-13.87%
Add 0.1%
2,020,665
2,000
OI 		O-I Glass Inc2023-06-30Add
0%
●
20.16 ($21.6) 22.94
$16.59
-23.19%
Add 0.02%
469,000
100
SRCL 		Stericycle Inc2023-06-30Reduce
0%
●
41.73 ($43.77) 47.18
$43.55
-0.50%
Reduce -0.35%
668,700
-2,371
UBER 		Uber Technologies Inc2023-06-30New Buy
0%
●
29.59 ($37.08) 44.42
$45.68
23.19%
New holding
7,000
7,000
REGN 		Regeneron Pharmaceuticals Inc2023-03-31Sold Out
-0.30%
●
680.49 ($754.21) 826.97
$818.03
8.46%
Sold Out
0
-30,500
DG 		Dollar General Corp2023-03-31Add
+0.25%
●
202.85 ($224.49) 248.56
$103.78
-53.77%
Add 50.74%
279,250
94,000
GOOGL 		Alphabet Inc2023-03-31Add
+0.21%
●
86.2 ($95.94) 107.74
$134.17
39.85%
Add 42.9%
533,000
160,000
NFLX 		Netflix Inc2023-03-31Sold Out
-0.17%
●
292.76 ($330.93) 367.96
$380.15
14.87%
Sold Out
0
-43,000
ENOV 		Enovis Corp2023-03-31Sold Out
-0.13%
●
49.5 ($57.95) 65.92
$51.16
-11.72%
Sold Out
0
-178,356
WSO 		Watsco Inc2023-03-31Add
+0.12%
●
255.38 ($293.75) 324.1
$375.55
27.85%
Add 5.7%
528,750
28,500
HCSG 		Healthcare Services Group Inc2023-03-31Reduce
-0.11%
●
12 ($13.17) 14.47
$10.31
-21.72%
Reduce -57.68%
508,000
-692,500
ODFL 		Old Dominion Freight Line Inc2023-03-31Add
+0.06%
●
281.48 ($334.85) 371.41
$403.19
20.41%
Add 34.67%
50,500
13,000
COF 		Capital One Financial Corp2023-03-31Add
+0.05%
●
89.71 ($104.67) 121.82
$95.12
-9.12%
Add 513.33%
46,000
38,500
TGT 		Target Corp2023-03-31Add
+0.05%
●
151.73 ($164.41) 181.02
$106.69
-35.11%
Add 313.33%
31,000
23,500
CMCSA 		Comcast Corp2023-03-31Add
+0.04%
●
35.28 ($37.81) 41.11
$44.51
17.72%
Add 8.08%
1,005,716
75,144
FDX 		FedEx Corp2023-03-31Add
+0.04%
●
177.27 ($203.04) 228.49
$265.11
30.57%
Add 12.15%
120,000
13,000
IQV 		IQVIA Holdings Inc2023-03-31New Buy
+0.04%
●
188 ($213.73) 240.65
$193.88
-9.29%
New holding
14,659
14,659
LPLA 		LPL Financial Holdings Inc2023-03-31Add
+0.04%
●
192 ($228.6) 255.57
$238.16
4.18%
Add 633.68%
19,670
16,989
META 		Meta Platforms Inc2023-03-31Add
+0.04%
●
124.74 ($170.3) 211.94
$306.83
80.17%
Add 6.26%
242,281
14,264
ATVI 		Activision Blizzard Inc2023-03-31Add
+0.03%
●
71.58 ($77.67) 85.59
$93.92
20.92%
Add 4.83%
650,600
30,000
AON 		Aon PLC2023-03-31Add
+0.03%
●
285.85 ($309.53) 325.99
$321.36
3.82%
Add 8.12%
86,550
6,500
EA 		Electronic Arts Inc2023-03-31Add
+0.03%
●
109.19 ($117.43) 129.14
$120.17
2.33%
Add 32.89%
80,800
20,000
THG 		The Hanover Insurance Group Inc2023-03-31Add
+0.03%
●
121.57 ($134.47) 148.2
$109.95
-18.23%
Add 14.05%
138,000
17,000
HEI.A 		Heico Corp2023-03-31Add
+0.03%
●
117.99 ($132.55) 139.5
$128.10
-3.36%
Add 4.51%
370,644
16,000
LIN 		Linde PLC2023-03-31Add
+0.03%
●
305.49 ($334.89) 362.38
$370.21
10.55%
Add 6.61%
104,900
6,500
LOW 		Lowe's Companies Inc2023-03-31Add
+0.03%
●
189.46 ($203.15) 221.56
$205.74
1.27%
Add 2.14%
619,480
13,000
RNR 		RenaissanceRe Holdings Ltd2023-03-31Add
+0.03%
●
185.82 ($201.35) 221.82
$197.56
-1.88%
Add 71.43%
24,000
10,000
AMZN 		Amazon.com Inc2023-03-31Add
+0.02%
●
83.12 ($96.61) 112.91
$129.46
34.00%
Add 0.58%
2,009,360
11,500
ADI 		Analog Devices Inc2023-03-31Add
+0.02%
●
159.69 ($179.28) 197.22
$175.49
-2.11%
Add 0.63%
1,116,071
7,000
KMX 		CarMax Inc2023-03-31Add
+0.02%
●
56.26 ($66.93) 79.32
$69.74
4.20%
Add 60%
56,000
21,000
CE 		Celanese Corp2023-03-31Add
+0.02%
●
99.55 ($115.46) 126.77
$121.40
5.14%
Add 37.12%
62,800
17,000
CBRL 		Cracker Barrel Old Country Store Inc2023-03-31Add
+0.02%
●
94.41 ($109.31) 116.17
$65.88
-39.73%
Add 13.4%
110,000
13,000
DIS 		The Walt Disney Co2023-03-31Add
+0.02%
●
88.97 ($100.82) 113.21
$81.67
-18.99%
Add 0.65%
2,018,665
13,000
EMN 		Eastman Chemical Co2023-03-31Add
+0.02%
●
78.73 ($85.89) 91.75
$75.48
-12.12%
Add 53.93%
49,950
17,500
ESAB 		ESAB Corp2023-03-31Reduce
-0.02%
●
48.51 ($57.28) 61.8
$67.71
18.21%
Reduce -7.93%
348,356
-30,001
ICE 		Intercontinental Exchange Inc2023-03-31Add
+0.02%
●
95.39 ($104.14) 109.35
$109.22
4.88%
Add 87.25%
33,077
15,412
MMC 		Marsh & McLennan Companies Inc2023-03-31Add
+0.02%
●
154.08 ($166.59) 175.66
$188.77
13.31%
Add 1.56%
650,500
10,000
NVR 		NVR Inc2023-03-31Add
+0.02%
●
4589.32 ($5160.73) 5572.19
$5,960.95
15.51%
Add 2.34%
10,264
235
SCHW 		Charles Schwab Corp2023-03-31Add
+0.02%
●
51.91 ($73.23) 85.62
$53.55
-26.87%
Add 2.76%
1,166,672
31,372
SMG 		The Scotts Miracle Gro Co2023-03-31Add
+0.02%
●
49.96 ($71.92) 87.19
$47.62
-33.79%
Add 15.86%
149,735
20,500
SKWD 		Skyward Specialty Insurance Group Inc2023-03-31New Buy
+0.02%
●
17.92 ($19.43) 21.87
$27.32
40.61%
New holding
60,064
60,064
TSN 		Tyson Foods Inc2023-03-31Add
+0.02%
●
56.08 ($61.39) 66.15
$49.24
-19.79%
Add 6.72%
413,000
26,000
VRSK 		Verisk Analytics Inc2023-03-31Add
+0.02%
●
171.11 ($181.11) 191.86
$236.35
30.50%
Add 6.77%
102,500
6,500
MMM 		3M Co2023-03-31Add
+0.01%
●
101 ($112.79) 129.51
$90.22
-20.01%
Add 2.09%
293,750
6,000
CCK 		Crown Holdings Inc2023-03-31Add
+0.01%
●
76.66 ($84.6) 89.9
$88.06
4.09%
Add 5.62%
188,000
10,000
PYPL 		PayPal Holdings Inc2023-03-31Add
+0.01%
●
72.56 ($77.02) 86.96
$58.59
-23.93%
Add 22.92%
59,877
11,164
ROL 		Rollins Inc2023-03-31Add
+0.01%
●
34.55 ($36.07) 37.78
$36.62
1.52%
Add 1.81%
1,321,275
23,500
SONY 		Sony Group Corp2023-03-31Add
+0.01%
●
76.65 ($86.66) 93.8
$81.65
-5.78%
Add 5.49%
105,121
5,472
AXTA 		Axalta Coating Systems Ltd2023-03-31Sold Out
-0.01%
●
25.33 ($28.74) 31.09
$26.50
-7.79%
Sold Out
0
-28,442
DNB 		Dun & Bradstreet Holdings Inc2023-03-31Add
0%
●
10.65 ($12.68) 14.96
$9.98
-21.29%
Add 23.08%
80,000
15,000
V 		Visa Inc2023-03-31Add
0%
●
207.39 ($222.58) 231.44
$231.27
3.90%
Add 0.11%
964,320
1,059
VNT 		Vontier Corp2023-03-31Add
0%
●
19.63 ($24.17) 27.51
$30.52
26.27%
Add 12.01%
110,853
11,882
WTW 		Willis Towers Watson PLC2023-03-31Add
0%
●
219.72 ($241.75) 257.18
$208.14
-13.90%
Add 13.29%
8,627
1,012
DCT Duck Creek Technologies Inc2023-03-31Sold Out
0%
●
11.28 ($18.5) 19.06
$18.99
2.65%
Sold Out
0
-25,250
100/Page
Total 362
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