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 Latest Trades

WPC
W.P. Carey Inc
2018-09-30
Sold Out
-0.85%
0 $ 0 0
$70.58
7.36%
Sold Out
-
PGR
Progressive Corp
2018-09-30
Add
+0.13%
0 $ 0 0
$62
-3.62%
Add 34.76%
424,500
COF
Capital One Financial Corp
2018-09-30
Sold Out
-0.13%
0 $ 0 0
$78.73
-19.06%
Sold Out
-
SMG
The Scotts Miracle Gro Co
2018-09-30
Add
+0.12%
0 $ 0 0
$63.51
-19.21%
Add 128.38%
169,000
SBUX
Starbucks Corp
2018-09-30
Add
+0.11%
0 $ 0 0
$65.34
23.59%
Add 37.91%
419,868
GS
Goldman Sachs Group Inc
2018-09-30
Add
+0.10%
0 $ 0 0
$172.77
-25.73%
Add 28.28%
121,550
GOOG
Alphabet Inc
2018-09-30
Add
+0.09%
0 $ 0 0
$1,042.10
-12.93%
Add 3.91%
113,809
MHK
Mohawk Industries Inc
2018-09-30
New Buy
+0.09%
0 $ 0 0
$116.98
-40.35%
New holding
30,000
ST
Sensata Technologies Holding PLC
2018-09-30
Reduce
-0.08%
0 $ 0 0
$42.75
-18.28%
Reduce -51.19%
82,000
UTX
United Technologies Corp
2018-09-30
Add
+0.07%
0 $ 0 0
$118.80
-10.97%
Add 15.84%
223,000
AMZN
Amazon.com Inc
2018-09-30
Add
+0.06%
0 $ 0 0
$1,591.91
-15.32%
Add 2.17%
89,320
CMCSA
Comcast Corp
2018-09-30
Add
+0.06%
0 $ 0 0
$36.34
2.71%
Add 36.08%
396,000
DIS
Walt Disney Co
2018-09-30
Add
+0.06%
0 $ 0 0
$112.21
0.82%
Add 1.70%
1,799,200
EA
Electronic Arts Inc
2018-09-30
Add
+0.06%
0 $ 0 0
$80.16
-37.79%
Add 493.10%
34,400
IFF
International Flavors & Fragrances Inc
2018-09-30
Add
+0.06%
0 $ 0 0
$135.50
3.14%
Add 58.75%
63,500
GT
Goodyear Tire & Rubber Co
2018-09-30
Sold Out
-0.06%
0 $ 0 0
$20.78
-11.54%
Sold Out
-
MAT
Mattel Inc
2018-09-30
Sold Out
-0.06%
0 $ 0 0
$11.79
-26.36%
Sold Out
-
MSFT
Microsoft Corp
2018-09-30
Add
+0.05%
0 $ 0 0
$106.03
-2.11%
Add 7.20%
387,000
LUV
Southwest Airlines Co
2018-09-30
Add
+0.05%
0 $ 0 0
$50.09
-14.36%
Add 166.67%
80,000
WSO
Watsco Inc
2018-09-30
Add
+0.05%
0 $ 0 0
$147.43
-16.54%
Add 5.80%
292,000
ATVI
Activision Blizzard Inc
2018-09-30
Add
+0.04%
0 $ 0 0
$47.75
-37.01%
Add 177.58%
45,800
ADI
Analog Devices Inc
2018-09-30
Add
+0.04%
0 $ 0 0
$87.27
-9.19%
Add 3.61%
659,811
MAR
Marriott International Inc
2018-09-30
Add
+0.04%
0 $ 0 0
$107.66
-15.57%
Add 1.06%
1,531,269
NXPI
NXP Semiconductors NV
2018-09-30
New Buy
+0.04%
0 $ 0 0
$77.57
-19.23%
New holding
28,000
TXN
Texas Instruments Inc
2018-09-30
Add
+0.04%
0 $ 0 0
$94.26
-15.23%
Add 3.76%
635,000
VZ
Verizon Communications Inc
2018-09-30
Add
+0.04%
0 $ 0 0
$57.08
7.84%
Add 78.85%
93,000
WFC
Wells Fargo & Co
2018-09-30
Add
+0.04%
0 $ 0 0
$46.54
-18.49%
Add 350.00%
54,000
WHR
Whirlpool Corp
2018-09-30
Add
+0.04%
0 $ 0 0
$113.20
-14.66%
Add 1276.66%
19,879
BLK
BlackRock Inc
2018-09-30
Add
+0.03%
0 $ 0 0
$382.30
-21.35%
Add 1.88%
195,500
BX
Blackstone Group LP
2018-09-30
Add
+0.03%
0 $ 0 0
$29.76
-17.63%
Add 3.97%
1,113,000
BAM
Brookfield Asset Management Inc
2018-09-30
Add
+0.03%
0 $ 0 0
$41.41
-2.68%
Add 0.80%
5,664,041
DAL
Delta Air Lines Inc
2018-09-30
Add
+0.03%
0 $ 0 0
$56.27
2.20%
Add 113.64%
47,000
DLTR
Dollar Tree Inc
2018-09-30
Add
+0.03%
0 $ 0 0
$85.86
-2.01%
Add 23.00%
123,000
MCHP
Microchip Technology Inc
2018-09-30
Add
+0.03%
0 $ 0 0
$71.64
-18.91%
Add 24.18%
113,000
SRCL
Stericycle Inc
2018-09-30
Add
+0.03%
0 $ 0 0
$40.40
-36.72%
Add 7.83%
399,500
APO
Apollo Global Management LLC
2018-09-30
Add
+0.02%
0 $ 0 0
$24.28
-30.33%
Add 4.59%
967,500
AAPL
Apple Inc
2018-09-30
Add
+0.02%
0 $ 0 0
$165.48
-20.56%
Add 3.47%
154,375
CHH
Choice Hotels International Inc
2018-09-30
Add
+0.02%
0 $ 0 0
$72.15
-7.90%
Add 14.50%
114,500
ECL
Ecolab Inc
2018-09-30
Add
+0.02%
0 $ 0 0
$154.47
4.18%
Add 3.18%
269,100
FB
Facebook Inc
2018-09-30
Add
+0.02%
0 $ 0 0
$144.06
-20.42%
Add 6.65%
137,020
Total 1601