Tom Gayner

Tom Gayner

Markel Gayner Asset Management Corp
Last update 2019-02-08 132 Stocks (4 new)
Value $5.23 Bil Turnover 1 %
Top Holdings: BRK.A(6.41%) BRK.B(5.92%) KMX(5.89%) CAN: BAM(4.16%) DIS(3.77%)
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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.

Performance of Markel Corp. Equity Portfolio

Year Return % S&P500 % Excess Gain %
No Data

Commentaries and Stories

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The guru’s largest new position is paint company Sherwin-Williams
0 Votes
192 Views    Sydnee Gatewood    2019-02-12 16:34
Starbucks makes the list
0 Votes
98 Views    Tiziano Frateschi    2018-12-12 17:44
Guru adds to Progressive, Scotts Miracle Gro
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138 Views    Tiziano Frateschi    2018-11-07 20:42
New holdings include one metal packaging, one semiconductor and one furniture company
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405 Views    James Li    2018-11-05 19:57
Top buys include Disney and Goldman Sachs
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179 Views    James Li    2018-08-08 21:43
The 'Oracle of Omaha’s' top holding sets new intraday high close to $209
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1239 Views    James Li    2018-08-06 19:48
Guru establishes positions in Warren Buffett holding Wells Fargo and two airlines
1 Votes
229 Views    James Li    2018-08-06 16:40
Guru's largest sales of the 2nd quarter
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123 Views    Tiziano Frateschi    2018-08-06 16:31
The 'Oracle of Omaha’s' top holding reaches trillion-dollar market capitalization ahead of Amazon and Google
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210 Views    James Li    2018-08-02 19:15
Guru’s top holdings include Berkshire Hathaway and CarMax
1 Votes
701 Views    James Li    2018-07-06 18:36

Top Ranked Articles

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A look back at 2015, as well as a review of my largest equity positions
11 Votes
4331 Views    The Science of Hitting    2016-01-05 17:34
Markel has often outperformed similar firm Berkshire Hathaway
7 Votes
3985 Views    Nelson Hsu    2016-02-14 04:06
At current valuations, the company is worth a look
3 Votes
2101 Views    Douglas Eugene    2016-02-28 04:56
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1792 Views    GuruFocus    2015-07-01 13:33
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1494 Views    Grahamites    2015-07-11 19:32
Gurus piling on shares have not abandoned the old-fashioned toymaker
2 Votes
562 Views    Yamil Berard    2018-05-11 20:43
Guru also parts with stakes in McDonald's and Intel
2 Votes
2108 Views    David Goodloe    2016-03-01 22:59
Markel Ventures is a big part of the future of Markel. What's a long-time owner to think?
1 Votes
208 Views    Ryan Dolan    2018-05-30 16:01