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:
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
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

Tom Gayner News

  • 1

Discussions on Tom Gayner

No discussions yet.