Tom Gayner

Tom Gayner

Markel Gayner Asset Management Corp
Last update 2018-11-02 131 Stocks (3 new)
Value $5.93 Bil Turnover 2 %
Top Holdings: KMX(6.19%) BRK.A(5.91%) BRK.B(5.48%) CAN:BAM(4.25%) DIS(3.55%)
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Tom Gayner Profile

Tom Gayner is the Executive Vice President and Chief Investment Officer Of Markel Corp and President, Markel Gayner Asset Management, Inc., the investment subsidiary Of Markel Corp since December of 1990. The asset under management is about $2 billion.

Tom Gayner Investing Philosophy

As the CIO of Markel Corp, Tom Gayner is certainly a value investor. He thinks stock is part of a business and the business is worth what the present value of the future cash flows are. "We operate with a Margin of Safety in the investment portfolio." He said. He has also relatively concentrated portfolio. He believes that he can earn the best returns by concentrating his focus and portfolio in promising areas where he has the best understanding and knowledge.

Historical Allocation of Stock, Bonds, Cash

Performance of Markel Corp. Equity Portfolio

YearReturn %S&P500 %Excess Gain %
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Commentaries and Stories
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5 Stocks Trading Below the Peter Lynch Value Line
Starbucks makes the list
0 Votes
76 Views    Tiziano Frateschi    2018-12-12 17:44
Tom Gayner Expands Multiple Positions in 3rd Quarter
Guru adds to Progressive, Scotts Miracle Gro
0 Votes
138 Views    Tiziano Frateschi    2018-11-07 20:42
Gayner Dumps GE and Capital One, Adds 3 New Positions in 3rd Quarter
New holdings include one metal packaging, one semiconductor and one furniture company
0 Votes
404 Views    James Li    2018-11-05 19:57
Robert Olstein’s 5 New Positions for 2nd Quarter
Top buys include Disney and Goldman Sachs
0 Votes
178 Views    James Li    2018-08-08 21:43
Warren Buffett’s Market Indicator Remains Near All-Time High
The 'Oracle of Omaha’s' top holding sets new intraday high close to $209
0 Votes
1238 Views    James Li    2018-08-06 19:48
Tom Gayner’s Top 6 Buys in 2nd Quarter
Guru establishes positions in Warren Buffett holding Wells Fargo and two airlines
1 Votes
228 Views    James Li    2018-08-06 16:40
Tom Gayner Exits Flowserve, Gilead, IBM
Guru's largest sales of the 2nd quarter
0 Votes
123 Views    Tiziano Frateschi    2018-08-06 16:31
Warren Buffett’s Apple Eclipses $1 Trillion Market Cap in a Significantly Overvalued Market
The 'Oracle of Omaha’s' top holding reaches trillion-dollar market capitalization ahead of Amazon and Google
0 Votes
208 Views    James Li    2018-08-02 19:15
Tom Gayner’s Top 6 Holdings as of June
Guru’s top holdings include Berkshire Hathaway and CarMax
1 Votes
698 Views    James Li    2018-07-06 18:36
Markel Ventures: A Deepish Sort of Dive
Markel Ventures is a big part of the future of Markel. What's a long-time owner to think?
1 Votes
204 Views    Ryan Dolan    2018-05-30 16:01

Top Ranked Articles
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2015 Results and Review of Largest Holdings
A look back at 2015, as well as a review of my largest equity positions
11 Votes
4329 Views    The Science of Hitting    2016-01-05 17:34
Tom Gayner Discusses His Evolution as an Investor
Markel has often outperformed similar firm Berkshire Hathaway
7 Votes
3975 Views    Nelson Hsu    2016-02-14 04:06
Investors Can Follow Tom Gayner in Harley Davidson
At current valuations, the company is worth a look
3 Votes
2098 Views    Douglas Eugene    2016-02-28 04:56
Tom Gayner: "The Evolution of a Value Investor" | Talks at Google
3 Votes
1788 Views    GuruFocus    2015-07-01 13:33
Tom Gayner Sells Stakes in GE, Walmart, Anheuser-Busch
Guru also parts with stakes in McDonald's and Intel
2 Votes
2105 Views    David Goodloe    2016-03-01 22:59
Mattel Tries to Recast Its Misfit Image
Gurus piling on shares have not abandoned the old-fashioned toymaker
2 Votes
558 Views    Yamil Berard    2018-05-11 20:43
A Short Discussion on Executive Compensation
2 Votes
1494 Views    Grahamites    2015-07-11 19:32
Tom Gayner’s Top 6 Buys in 2nd Quarter
Guru establishes positions in Warren Buffett holding Wells Fargo and two airlines
1 Votes
228 Views    James Li    2018-08-06 16:40