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 CorpConstruction24,347.90224,0004,977New Holding0.09+0.09%0.03+76.52%0%
PYPL PayPal Holdings IncCredit Services238,074.261,830319New Holding0.01+0.01%0+61.77%+87.58%
MTCH Match Group IncInteractive Media31,258.603,561.36306.51+115.84%0.01+0.01%0+70.18%+56.52%
NVR NVR IncHomebuilding & Construction14,186.399,49530,942+7.23%0.58+0.04%0.26+23.60%+0.61%
BRK.A Berkshire Hathaway IncInsurance494,646.791,114297,7720%5.550%0.07+15.48%-10.13%
BAM Brookfield Asset Management IncAsset Management51,086.918,700,661286,2520%5.330%0.55-1.54%-15.06%
BRK.B Berkshire Hathaway IncInsurance494,646.791,531,687273,4220%5.090%0.06+15.67%-10.10%
AMZN Amazon.com IncRetail - Cyclical1,605,366.3698,442271,5840%5.060%0.02+38.28%+73.45%
HD The Home Depot IncRetail - Cyclical287,680.86920,000230,4700%4.290%0.09+19.22%+23.86%
DIS The Walt Disney CoMedia - Diversified230,599.361,862,380207,6730%3.870%0.10+26.27%-11.77%
GOOG Alphabet IncInteractive Media1,004,194.93137,493194,3620%3.620%0.02+9.07%+10.22%
V Visa IncCredit Services430,525.65956,650184,7960%3.440%0.04+10.07%+4.68%
DEO Diageo PLCBeverages - Alcoholic79,969.671,349,800181,3990%3.380%0.23+1.54%-17.94%
BLK BlackRock IncAsset Management88,754.73220,200119,8090%2.230%0.14+20.66%+17.25%
AAPL Apple IncHardware1,882,347.87300,635109,6720%2.040%0.01+48.23%+50.46%
ADI Analog Devices IncSemiconductors42,861.44885,811108,6360%2.020%0.24+10.24%-1.20%
RLI RLI CorpInsurance4,002.131,197,27298,2960%1.830%2.66+22.62%-0.58%
MSFT Microsoft CorpSoftware1,611,456.02478,62097,4040%1.810%0.01+18.08%+35.68%
TXN Texas Instruments IncSemiconductors121,545.74724,00091,9270%1.710%0.08+19.78%+5.54%
JNJ Johnson & JohnsonDrug Manufacturers390,711.00610,80085,8970%1.600%0.02-0.06%+3.08%
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