Tom Gayner

Tom Gayner

Markel Gayner Asset Management Corp
Last update 2020-08-03 114 Stocks (2 new)
Value $5.37 Bil Turnover 0 %
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Tom Gayner's Portfolio

Tom Gayner Current Holdings

Ticker Company Industry Market Cap $Mil Shares Value ($1000) Shares Change % Weighting % Trade Impact % % of Shares outstanding 3M Change % YTD Change %
CARR Carrier Global CorpConstruction25,188.08224,0004,977New Holding0.09+0.09%0.03+77.03%0%
PYPL PayPal Holdings IncCredit Services227,268.161,830319New Holding0.01+0.01%0+35.78%+83.63%
MTCH Match Group IncInteractive Media29,772.193,561.36306.51+115.84%0.01+0.01%0+57.89%+50.26%
NVR NVR IncHomebuilding & Construction14,809.509,49530,942+7.23%0.58+0.04%0.26+29.17%+1.75%
BRK.A Berkshire Hathaway IncInsurance512,872.911,114297,7720%5.550%0.07+20.55%-7.44%
BAM Brookfield Asset Management IncAsset Management51,458.298,700,661286,2520%5.330%0.55-2.35%-15.50%
BRK.B Berkshire Hathaway IncInsurance513,082.961,531,687273,4220%5.090%0.06+20.75%-7.51%
AMZN Amazon.com IncRetail - Cyclical1,569,813.2198,442271,5840%5.060%0.02+33.78%+71.41%
HD The Home Depot IncRetail - Cyclical294,607.22920,000230,4700%4.290%0.09+19.04%+25.76%
DIS The Walt Disney CoMedia - Diversified233,400.301,862,380207,6730%3.870%0.10+23.07%-10.16%
GOOG Alphabet IncInteractive Media1,014,096.44137,493194,3620%3.620%0.02+8.88%+11.78%
V Visa IncCredit Services433,006.49956,650184,7960%3.440%0.04+7.63%+4.82%
DEO Diageo PLCBeverages - Alcoholic78,830.171,349,800181,3990%3.380%0.23-1.33%-18.85%
BLK BlackRock IncAsset Management89,195.33220,200119,8090%2.230%0.14+18.99%+18.45%
AAPL Apple IncHardware1,917,322.55300,635109,6720%2.040%0.01+46.87%+52.17%
ADI Analog Devices IncSemiconductors42,938.91885,811108,6360%2.020%0.24+9.96%-1.08%
RLI RLI CorpInsurance4,168.901,197,27298,2960%1.830%2.66+29.03%+3.01%
MSFT Microsoft CorpSoftware1,566,201.45478,62097,4040%1.810%0.01+16.01%+35.38%
TXN Texas Instruments IncSemiconductors122,241.86724,00091,9270%1.710%0.08+18.31%+6.21%
JNJ Johnson & JohnsonDrug Manufacturers390,368.74610,80085,8970%1.600%0.02+1.37%+3.22%
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