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 & Containers1,032.11350,0004,175New Holding0.06+0.06%0.22-43.90%-44.09%
IAC IAC/InterActiveCorpInteractive Media15,050.771,150286New Holding00%0-29.68%-28.72%
KHC The Kraft Heinz CoConsumer Packaged Goods29,606.7368,0002,185+94.29%0.03+0.01%0.01-22.07%-23.31%
HCSG Healthcare Services Group IncHealthcare Providers & Services1,688.23573,50013,947+44.64%0.19+0.06%0.77-5.84%-5.87%
TRUP Trupanion IncInsurance928.51110,0004,120+42.86%0.06+0.02%0.32-27.05%-29.10%
BLL Ball CorpPackaging & Containers20,974.0542,0002,716+35.48%0.04+0.01%0.01-0.25%-0.22%
EFX Equifax IncBusiness Services14,493.73107,50015,063+27.22%0.21+0.04%0.09-14.46%-14.40%
IFF International Flavors & Fragrances IncChemicals11,771.76106,00013,676+25.44%0.19+0.04%0.10-12.86%-13.99%
BK Bank of New York Mellon CorpAsset Management28,799.57254,00012,784+23.30%0.18+0.03%0.03-34.72%-34.73%
MHK Mohawk Industries IncFurnishings, Fixtures & Appliances5,593.34261,00035,595+22.54%0.49+0.09%0.36-41.94%-42.78%
DAL Delta Air Lines IncTransportation18,914.78417,00024,386+15.19%0.34+0.04%0.06-49.30%-48.78%
NVR NVR IncHomebuilding & Construction10,590.648,35531,819+15.16%0.44+0.06%0.23-24.76%-24.60%
TRU TransUnionBusiness Services12,509.8987,0007,448+14.47%0.10+0.01%0.05-22.32%-22.51%
WFC Wells Fargo & CoBanks123,826.97175,0009,415+13.78%0.13+0.02%0-42.90%-42.77%
LUV Southwest Airlines CoTransportation18,819.21490,50026,478+12.63%0.37+0.04%0.09-32.70%-32.27%
C Citigroup IncBanks91,901.5020,3201,623+11.83%0.020%0-44.38%-44.54%
ITW Illinois Tool Works IncIndustrial Products45,693.25319,00057,302+11.54%0.80+0.08%0.10-20.29%-20.22%
CCK Crown Holdings IncPackaging & Containers7,767.29112,0008,124+10.89%0.11+0.01%0.08-21.80%-21.09%
PGR Progressive CorpInsurance43,039.55640,00046,329+10.73%0.64+0.06%0.11+2.07%+1.73%
LEN.B Lennar CorpHomebuilding & Construction12,206.0724,0501,075+10.57%0.010%0.01-32.37%-32.11%
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Total 134