
	Tom Gayner
	Markel Gayner Asset Management Corp

	Last update 2021-02-05	115 Stocks (2 new)
	Value $6.71 Bil	Turnover 0 %
	Top Holdings: BRK.A(5.77%) BAM(5.35%) BRK.B(5.29%) DIS(5.03%) AMZN(4.78%) Guru Portfolio Report Download

Tom Gayner Latest Trades

Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares
Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares
Real Time Picks after 2020-12-31 are displayed for Premium P Members Only
ROL	Rollins Inc	2020-12-31	Reduce	-0.25%	● 36.09 ($38.8) 42.19	$35.50	-8.51%	Reduce -33.33%	1,243,275
MHK	Mohawk Industries Inc	2020-12-31	Reduce	-0.12%	● 92.21 ($120.85) 142.51	$199.67	65.22%	Reduce -25.08%	221,000
IFF	International Flavors & Fragrances Inc	2020-12-31	Add	+0.06%	● 101.44 ($112.11) 119.41	$143.28	27.80%	Add 36.45%	146,000
HCSG	Healthcare Services Group Inc	2020-12-31	Add	+0.04%	● 22.31 ($24.23) 28.1	$31.59	30.38%	Add 12.03%	782,500
SEIC	SEI Investments Co	2020-12-31	Add	+0.04%	● 49.15 ($54.66) 57.47	$56.78	3.88%	Add 11.22%	426,200
AAPL	Apple Inc	2020-12-31	Reduce	-0.01%	● 108.77 ($120.34) 136.69	$133.40	10.85%	Reduce -0.33%	1,198,540
IAC	IAC/InterActiveCorp	2020-12-31	New Buy	+0.01%	● 120.67 ($140.67) 189.35	$244.92	74.11%	New holding	1,954
OI	O-I Glass Inc	2020-12-31	Add	+0.01%	● 9.43 ($11.42) 12.96	$14.70	28.72%	Add 6.76%	474,000
WSO	Watsco Inc	2020-12-31	Add	+0.01%	● 217.96 ($229.81) 242.04	$288.45	25.52%	Add 0.5%	399,000
ATVI	Activision Blizzard Inc	2020-12-31	Add	0%	● 75.12 ($81.2) 92.85	$94.02	15.79%	Add 0.46%	285,100
ALL	Allstate Corp	2020-12-31	New Buy	0%	● 88 ($98.39) 109.93	$123.14	25.15%	New holding	2,000
BK	Bank of New York Mellon Corp	2020-12-31	Add	0%	● 34.08 ($38.47) 42.44	$46.70	21.39%	Add 1.93%	356,750
BRK.B	Berkshire Hathaway Inc	2020-12-31	Add	0%	● 200.7 ($220.33) 233.92	$270.66	22.84%	Add 0.02%	1,531,971
BAM	Brookfield Asset Management Inc	2020-12-31	Add	0%	● 29.78 ($37.46) 43.04	$45.20	20.66%	Add 0.07%	8,706,561
C	Citigroup Inc	2020-12-31	Reduce	0%	● 41.13 ($50.95) 61.66	$69.85	37.10%	Reduce -8.84%	20,620
DEO	Diageo PLC	2020-12-31	Add	0%	● 130.18 ($149.29) 163.22	$182.86	22.49%	Add 0.02%	1,350,108
DIS	The Walt Disney Co	2020-12-31	Add	0%	● 118.47 ($143.86) 181.18	$183.80	27.76%	Add 0.06%	1,863,585
EA	Electronic Arts Inc	2020-12-31	Add	0%	● 116.84 ($128.86) 143.6	$142.78	10.80%	Add 0.72%	126,100
FB	Facebook Inc	2020-12-31	Add	0%	● 258.12 ($274.26) 294.68	$302	10.11%	Add 0.22%	145,320
FDS	FactSet Research Systems Inc	2020-12-31	Add	0%	● 306.5 ($330.53) 351.71	$320.38	-3.07%	Add 0.03%	116,720
GS	Goldman Sachs Group Inc	2020-12-31	Add	0%	● 189.04 ($222.99) 263.71	$333.35	49.49%	Add 0.2%	343,500
JPM	JPMorgan Chase & Co	2020-12-31	Reduce	0%	● 96.54 ($112.01) 127.07	$148.87	32.91%	Reduce -0.37%	216,550
KKR	KKR & Co Inc	2020-12-31	Add	0%	● 34.15 ($37.83) 40.49	$53.41	41.18%	Add 0.51%	1,386,400
MA	Mastercard Inc	2020-12-31	Add	0%	● 288.64 ($332.5) 356.94	$387.67	16.59%	Add 0.01%	207,400
MTCH	Match Group Inc	2020-12-31	Reduce	0%	● 109.77 ($132.52) 156.12	$144.64	9.14%	Reduce -0.03%	3,560
MSFT	Microsoft Corp	2020-12-31	Add	0%	● 202.33 ($215.07) 224.96	$261.08	21.39%	Add 0.02%	478,720
MCO	Moody's Corporation	2020-12-31	Add	0%	● 261.86 ($279.45) 295.18	$326.72	16.92%	Add 0.01%	211,100
NVR	NVR Inc	2020-12-31	Add	0%	● 3899.1 ($4156.05) 4446.88	$4,800	15.49%	Add 0.27%	9,521
OTIS	Otis Worldwide Corp	2020-12-31	Add	0%	● 58.99 ($64.91) 67.55	$71.16	9.62%	Add 0.95%	113,060
PEP	PepsiCo Inc	2020-12-31	Add	0%	● 133.29 ($142.16) 148.3	$146.18	2.83%	Add 0.64%	96,210
PGR	Progressive Corp	2020-12-31	Add	0%	● 87.11 ($94.62) 101.38	$100.25	5.95%	Add 0.3%	676,500
SPGI	S&P Global Inc	2020-12-31	Add	0%	● 313.63 ($336.91) 364.97	$382.79	13.62%	Add 0.18%	147,260
SHW	Sherwin-Williams Co	2020-12-31	Add	0%	● 670.38 ($711.97) 747.63	$269.88	-62.09%	Add 0.21%	93,192
TSN	Tyson Foods Inc	2020-12-31	Add	0%	● 56.49 ($62.26) 70.1	$79.24	27.27%	Add 1.36%	374,000
UNP	Union Pacific Corp	2020-12-31	Add	0%	● 173.37 ($199.81) 209.85	$218.29	9.25%	Add 0.38%	85,698
V	Visa Inc	2020-12-31	Add	0%	● 180.87 ($204.66) 218.73	$229.34	12.06%	Add 0.01%	956,740
WHR	Whirlpool Corp	2020-12-31	Add	0%	● 180.49 ($191.68) 203.43	$231.97	21.02%	Add 0.11%	271,249
MTCH	Match Group Inc	2020-09-30	Reduce	0%	● 90.36 ($105.79) 120.71	$144.64	36.72%	Reduce -0.01%	3,561
IAC	IAC/InterActiveCorp	2020-09-30	Sold Out	0%	● 106.71 ($125.5) 137.46	$244.92	95.16%	Sold Out	0
KMX	CarMax Inc	2020-06-30	Sold Out	-4.98%	● 48.6 ($77.86) 98.35	$130.04	67.02%	Sold Out	0
MAR	Marriott International Inc	2020-06-30	Sold Out	-2.24%	● 59.08 ($86.65) 113.14	$146.80	69.42%	Sold Out	0
WBA	Walgreens Boots Alliance Inc	2020-06-30	Sold Out	-1.53%	● 38.35 ($42.49) 47.02	$53.13	25.03%	Sold Out	0
ADP	Automatic Data Processing Inc	2020-06-30	Sold Out	-1.37%	● 128.57 ($142.98) 161.15	$194.49	36.02%	Sold Out	0
ANTM	Anthem Inc	2020-06-30	Sold Out	-0.74%	● 203.3 ($265.97) 300.59	$381.13	43.30%	Sold Out	0
DE	Deere & Co	2020-06-30	Reduce	-0.65%	● 125.82 ($144.75) 168.81	$370.97	156.28%	Reduce -24.86%	755,800
TRV	The Travelers Companies Inc	2020-06-30	Sold Out	-0.59%	● 89.86 ($105.28) 128	$155.16	47.38%	Sold Out	0
LYV	Live Nation Entertainment Inc	2020-06-30	Sold Out	-0.42%	● 33.57 ($43.81) 57.09	$80.76	84.34%	Sold Out	0
LUV	Southwest Airlines Co	2020-06-30	Sold Out	-0.37%	● 23.87 ($31.86) 40.59	$62.47	96.08%	Sold Out	0
PH	Parker Hannifin Corp	2020-06-30	Sold Out	-0.29%	● 115.81 ($160.71) 202.14	$315.99	96.62%	Sold Out	0
BA	Boeing Co	2020-06-30	Sold Out	-0.26%	● 120 ($153.37) 230.5	$238	55.18%	Sold Out	0
CHH	Choice Hotels International Inc	2020-06-30	Sold Out	-0.25%	● 54.15 ($75.96) 92.09	$111.22	46.42%	Sold Out	0
DAL	Delta Air Lines Inc	2020-06-30	Sold Out	-0.25%	● 19.19 ($25.43) 36.97	$45.70	79.71%	Sold Out	0
MCK	McKesson Corp	2020-06-30	Sold Out	-0.16%	● 125.49 ($144.19) 164.68	$195.28	35.43%	Sold Out	0
FWONK	Liberty Formula One Group	2020-06-30	Sold Out	-0.13%	● 21.87 ($30.62) 38.17	$46.93	53.27%	Sold Out	0
FWONA	Liberty Formula One Group	2020-06-30	Sold Out	-0.11%	● 20.61 ($28.98) 36.74	$41.97	44.81%	Sold Out	0
CARR	Carrier Global Corp	2020-06-30	New Buy	+0.09%	● 12.89 ($18.38) 24.37	$43.29	135.53%	New holding	224,000
NVR	NVR Inc	2020-06-30	Add	+0.04%	● 2362.94 ($3057.29) 3524.75	$4,800	57%	Add 7.23%	9,495
PAG	Penske Automotive Group Inc	2020-06-30	Sold Out	-0.04%	● 23.03 ($34.74) 44.29	$86.30	148.42%	Sold Out	0
AN	AutoNation Inc	2020-06-30	Sold Out	-0.02%	● 24.59 ($36.09) 43.62	$96.49	167.36%	Sold Out	0
DHI	D.R. Horton Inc	2020-06-30	Reduce	-0.01%	● 32.14 ($48.22) 58.83	$92.99	92.83%	Reduce -57.12%	13,999
MTCH	Match Group Inc	2020-06-30	Add	+0.01%	● 51.95 ($76.44) 100.12	$144.64	89.21%	Add 115.84%	3,561.36
PYPL	PayPal Holdings Inc	2020-06-30	New Buy	+0.01%	● 91.38 ($137.26) 174.23	$266.70	94.30%	New holding	1,830
BKNG	Booking Holdings Inc	2020-06-30	Sold Out	-0.01%	● 1230.68 ($1519.55) 1840.91	$2,381.31	56.71%	Sold Out	0
AAL	American Airlines Group Inc	2020-06-30	Sold Out	-0.01%	● 9.04 ($12.1) 20.31	$20.92	72.89%	Sold Out	0
LEN.B	Lennar Corp	2020-06-30	Reduce	0%	● 25 ($39.57) 48.48	$79.48	100.86%	Reduce -49.42%	13,000
LEN	Lennar Corp	2020-06-30	Sold Out	0%	● 33.39 ($52.55) 64.99	$100.46	91.17%	Sold Out	0
UNH	UnitedHealth Group Inc	2020-03-31	Sold Out	-2.44%	● 194.86 ($276.19) 305.31	$395.03	43.03%	Sold Out	0
BAM	Brookfield Asset Management Inc	2020-03-31	Add	+1.61%	● 22.05 ($38.6) 45.53	$45.20	17.10%	Add 50.15%	8,700,661.50
UL	Unilever PLC	2020-03-31	Sold Out	-1.21%	● 44.62 ($55.88) 60.96	$57.20	2.36%	Sold Out	0
SMG	The Scotts Miracle Gro Co	2020-03-31	Sold Out	-0.62%	● 77.61 ($110.13) 125.25	$229.64	108.52%	Sold Out	0
HAS	Hasbro Inc	2020-03-31	Sold Out	-0.53%	● 44.73 ($87.29) 105.78	$97.77	12.01%	Sold Out	0
WBA	Walgreens Boots Alliance Inc	2020-03-31	Reduce	-0.22%	● 41.02 ($50.97) 59.59	$53.13	4.23%	Reduce -13.37%	1,782,500
ANTM	Anthem Inc	2020-03-31	Reduce	-0.21%	● 174.68 ($273.87) 307.74	$381.13	39.16%	Reduce -22.32%	174,000
DLTR	Dollar Tree Inc	2020-03-31	Sold Out	-0.16%	● 65.57 ($85.43) 94.05	$115.75	35.49%	Sold Out	0
CDK	CDK Global Inc	2020-03-31	Sold Out	-0.13%	● 30.61 ($48.08) 56.64	$54.59	13.54%	Sold Out	0
PEP	PepsiCo Inc	2020-03-31	Reduce	-0.10%	● 103.93 ($135.44) 146.99	$146.18	7.93%	Reduce -34.34%	95,600
BK	Bank of New York Mellon Corp	2020-03-31	Add	+0.06%	● 27.49 ($42.25) 51.48	$46.70	10.53%	Add 37.8%	350,000
HCSG	Healthcare Services Group Inc	2020-03-31	Add	+0.06%	● 17.8 ($25.76) 31.01	$31.59	22.63%	Add 21.8%	698,500
BRK.A	Berkshire Hathaway Inc	2020-03-31	Add	+0.05%	● 240000 ($319779) 344970	$407,622.99	27.47%	Add 0.81%	1,114
ADI	Analog Devices Inc	2020-03-31	Add	+0.05%	● 82.23 ($109.75) 124.55	$156.68	42.76%	Add 3.51%	885,811
PGR	Progressive Corp	2020-03-31	Add	+0.05%	● 66.55 ($77.1) 83.86	$100.25	30.03%	Add 5.39%	674,500
MHK	Mohawk Industries Inc	2020-03-31	Add	+0.05%	● 58.66 ($119.34) 143.81	$199.67	67.31%	Add 13.03%	295,000
DISCK	Discovery Inc	2020-03-31	Sold Out	-0.05%	● 16.46 ($26) 30.6	$32.49	24.96%	Sold Out	0
GOOG	Alphabet Inc	2020-03-31	Add	+0.04%	● 1056.62 ($1361.82) 1526.69	$2,297.68	68.72%	Add 1.43%	137,493
LUV	Southwest Airlines Co	2020-03-31	Add	+0.04%	● 30.86 ($49.85) 58.54	$62.47	25.32%	Add 11.11%	545,000
WSO	Watsco Inc	2020-03-31	Add	+0.03%	● 138.42 ($169.17) 182.86	$288.45	70.51%	Add 2.45%	397,000
KHC	The Kraft Heinz Co	2020-03-31	Sold Out	-0.03%	● 20.06 ($27.55) 32.13	$41.40	50.27%	Sold Out	0
BRK.B	Berkshire Hathaway Inc	2020-03-31	Add	+0.02%	● 162.13 ($213.25) 230.2	$270.66	26.92%	Add 0.35%	1,531,687
AMZN	Amazon.com Inc	2020-03-31	Add	+0.02%	● 1676.61 ($1936.38) 2170.22	$3,364.52	73.75%	Add 0.52%	98,442
DAL	Delta Air Lines Inc	2020-03-31	Add	+0.02%	● 21.35 ($50.04) 62.03	$45.70	-8.67%	Add 10.43%	460,500
ILMN	Illumina Inc	2020-03-31	Add	+0.02%	● 209.2 ($288.89) 335.53	$408.33	41.34%	Add 300%	4,000
ITW	Illinois Tool Works Inc	2020-03-31	Add	+0.02%	● 118.09 ($170.51) 190	$226.71	32.96%	Add 2.66%	327,500
GWRE	Guidewire Software Inc	2020-03-31	New Buy	+0.02%	● 76.06 ($104.94) 122.6	$104.35	-0.56%	New holding	13,000
SRCL	Stericycle Inc	2020-03-31	Add	+0.02%	● 40.69 ($59.13) 65.78	$69.53	17.59%	Add 4.52%	593,700
TXN	Texas Instruments Inc	2020-03-31	Add	+0.02%	● 93.5 ($120.51) 134.25	$187.80	55.84%	Add 1.33%	724,000
NVR	NVR Inc	2020-03-31	Add	+0.02%	● 2175 ($3600.44) 4037.77	$4,800	33.32%	Add 5.98%	8,855
BKNG	Booking Holdings Inc	2020-03-31	Add	+0.01%	● 1152.24 ($1767.55) 2086.9	$2,381.31	34.72%	Add 105%	410
AAL	American Airlines Group Inc	2020-03-31	New Buy	+0.01%	● 10.25 ($23.07) 30.47	$20.92	-9.32%	New holding	55,000
ECL	Ecolab Inc	2020-03-31	Add	+0.01%	● 125.22 ($188.41) 210.31	$223.71	18.74%	Add 0.98%	309,300
CHH	Choice Hotels International Inc	2020-03-31	Add	+0.01%	● 53.57 ($91.38) 108.23	$111.22	21.71%	Add 4.93%	213,000

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