Tom Gayner

Tom Gayner

Markel Gayner Asset Management Corp
Last update 2020-02-07 134 Stocks (2 new)
Value $7.20 Bil Turnover 1 %
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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 %
OI O-I Glass IncPackaging & Containers2,136.81350,0004,175New Holding0.06+0.06%0.22+47.07%+15.09%
IAC IAC/InterActiveCorpInteractive Media19,341.301,150286New Holding00%0+2.87%-8.40%
KHC The Kraft Heinz CoConsumer Packaged Goods33,295.3568,0002,185+94.29%0.03+0.01%0.01-9.85%-15.16%
HCSG Healthcare Services Group IncHealthcare Providers & Services2,256.92573,50013,947+44.64%0.19+0.06%0.77+25.52%+25.21%
TRUP Trupanion IncInsurance1,150.15110,0004,120+42.86%0.06+0.02%0.32-3.94%-12.17%
BLL Ball CorpPackaging & Containers25,038.9342,0002,716+35.48%0.04+0.01%0.01+16.40%+18.85%
EFX Equifax IncBusiness Services19,340.74107,50015,063+27.22%0.21+0.04%0.09+15.61%+13.85%
IFF International Flavors & Fragrances IncChemicals14,114.31106,00013,676+25.44%0.19+0.04%0.10-2.89%+2.45%
BK Bank of New York Mellon CorpAsset Management40,566.76254,00012,784+23.30%0.18+0.03%0.03-6.63%-9.89%
MHK Mohawk Industries IncFurnishings, Fixtures & Appliances9,669.00261,00035,595+22.54%0.49+0.09%0.36-2.75%-1.01%
DAL Delta Air Lines IncTransportation37,042.24417,00024,386+15.19%0.34+0.04%0.06+5.36%-0.35%
NVR NVR IncHomebuilding & Construction14,825.238,35531,819+15.16%0.44+0.06%0.23+9.97%+5.85%
TRU TransUnionBusiness Services18,389.1287,0007,448+14.47%0.10+0.01%0.05+14.73%+13.77%
WFC Wells Fargo & CoBanks197,212.12175,0009,415+13.78%0.13+0.02%0-9.99%-10.39%
LUV Southwest Airlines CoTransportation29,242.72490,50026,478+12.63%0.37+0.04%0.09+0.21%+4.72%
C Citigroup IncBanks161,601.8020,3201,623+11.83%0.020%0+4.13%-3.68%
ITW Illinois Tool Works IncIndustrial Products60,450.28319,00057,302+11.54%0.80+0.08%0.10+10.44%+5.54%
CCK Crown Holdings IncPackaging & Containers10,736.41112,0008,124+10.89%0.11+0.01%0.08+5.31%+9.17%
PGR Progressive CorpInsurance47,623.97640,00046,329+10.73%0.64+0.06%0.11+16.36%+12.67%
LEN.B Lennar CorpHomebuilding & Construction21,747.8224,0501,075+10.57%0.010%0.01+19.32%+24.69%
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Total 134