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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%) | ||
| Guru Portfolio Report Download | ||
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MID CAP
LARGE CAP
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Tom Gayner Latest Trades
| UNH | UnitedHealth Group Inc | 2018-12-31 | Reduce | -0.29% | $269.56 | 2.20% | Reduce -9.65% | 599,000 | ||
| ROL | Rollins Inc | 2018-12-31 | Add | +0.18% | $39.37 | 1.63% | Add 50.58% | 785,550 | ||
| SYNL | Synalloy Corp | 2018-12-31 | Sold Out | -0.16% | $12.79 | -28.31% | Sold Out | - | ||
| CMG | Chipotle Mexican Grill Inc | 2018-12-31 | Reduce | -0.15% | $597.84 | 32.40% | Reduce -69.85% | 8,200 | ||
| WHR | Whirlpool Corp | 2018-12-31 | Add | +0.13% | $142.74 | 25.87% | Add 308.77% | 81,259 | ||
| ATVI | Activision Blizzard Inc | 2018-12-31 | Add | +0.12% | $42.78 | -27.39% | Add 288.21% | 177,800 | ||
| EA | Electronic Arts Inc | 2018-12-31 | Add | +0.11% | $98.63 | 8.64% | Add 206.4% | 105,400 | ||
| SHW | Sherwin-Williams Co | 2018-12-31 | New Buy | +0.08% | $439.33 | 8.90% | New holding | 11,000 | ||
| ADI | Analog Devices Inc | 2018-12-31 | Add | +0.07% | $106.82 | 23.61% | Add 6.06% | 699,811 | ||
| MCHP | Microchip Technology Inc | 2018-12-31 | Add | +0.05% | $89.64 | 27.09% | Add 33.63% | 151,000 | ||
| SRCL | Stericycle Inc | 2018-12-31 | Add | +0.04% | $45.84 | -1.55% | Add 13.02% | 451,500 | ||
| NVR | NVR Inc | 2018-12-31 | New Buy | +0.04% | $2,590.30 | 9.51% | New holding | 770 | ||
| HSY | The Hershey Co | 2018-12-31 | Sold Out | -0.04% | $110.68 | 4.05% | Sold Out | - | ||
| GOOG | Alphabet Inc | 2018-12-31 | Add | +0.03% | $1,113.80 | 4.45% | Add 1.21% | 115,189 | ||
| SEIC | SEI Investments Co | 2018-12-31 | Add | +0.03% | $52.57 | 0.32% | Add 10.33% | 363,200 | ||
| MHK | Mohawk Industries Inc | 2018-12-31 | Add | +0.02% | $139.80 | 5.80% | Add 36.67% | 41,000 | ||
| HCSG | Healthcare Services Group Inc | 2018-12-31 | Add | +0.01% | $39.99 | -5.57% | Add 9.77% | 146,000 | ||
| AMZN | Amazon.com Inc | 2018-12-31 | Add | +0.01% | $1,622.10 | -1.72% | Add 0.48% | 89,745 | ||
| BAM | Brookfield Asset Management Inc | 2018-12-31 | Add | +0.01% | $44.52 | 6.66% | Add 0.18% | 5,674,141 | ||
| AAPL | Apple Inc | 2018-12-31 | Add | +0.01% | $172.03 | -10.47% | Add 1.24% | 156,285 | ||
| GS | Goldman Sachs Group Inc | 2018-12-31 | Add | +0.01% | $198.61 | -0.82% | Add 3.6% | 125,920 | ||
| BRK.B | Berkshire Hathaway Inc | 2018-12-31 | Add | +0.01% | $206.16 | -1.13% | Add 0.11% | 1,518,747 | ||
| DAL | Delta Air Lines Inc | 2018-12-31 | Add | +0.01% | $51.24 | -5.77% | Add 14.89% | 54,000 | ||
| SMG | The Scotts Miracle Gro Co | 2018-12-31 | Add | +0.01% | $81.37 | 14.77% | Add 5.33% | 178,000 | ||
| LUV | Southwest Airlines Co | 2018-12-31 | Add | +0.01% | $54.42 | 2.99% | Add 13.75% | 91,000 | ||
| PGR | Progressive Corp | 2018-12-31 | Add | +0.01% | $72.48 | 9.40% | Add 1.06% | 429,000 | ||
| SBUX | Starbucks Corp | 2018-12-31 | Add | +0.01% | $70.39 | 12.10% | Add 1.26% | 425,168 | ||
| WSO | Watsco Inc | 2018-12-31 | Add | +0.01% | $143.08 | -5.72% | Add 1.03% | 295,000 | ||
| CHH | Choice Hotels International Inc | 2018-12-31 | Add | -% | $80.47 | 7.45% | Add 2.62% | 117,500 | ||
| EFX | Equifax Inc | 2018-12-31 | New Buy | -% | $108.13 | 2.39% | New holding | 2,500 | ||
| AN | AutoNation Inc | 2018-12-31 | Add | -% | $39.11 | 3.91% | Add 8.91% | 29,960 | ||
| APO | Apollo Global Management LLC | 2018-12-31 | Add | -% | $29.44 | 3.41% | Add 0.1% | 968,500 | ||
| DIS | Walt Disney Co | 2018-12-31 | Add | -% | $113.68 | 0.22% | Add 0.07% | 1,800,500 | ||
| C | Citigroup Inc | 2018-12-31 | Add | -% | $64.66 | 2.72% | Add 14.32% | 13,570 | ||
| HXL | Hexcel Corp | 2018-12-31 | Add | -% | $71.50 | 18.99% | Add 1.52% | 134,000 | ||
| BLK | BlackRock Inc | 2018-12-31 | Add | -% | $437.32 | 7.23% | Add 0.1% | 195,700 | ||
| ECL | Ecolab Inc | 2018-12-31 | Add | -% | $165.31 | 8.39% | Add 0.26% | 269,800 | ||
| FB | Facebook Inc | 2018-12-31 | Add | -% | $162.56 | 12.87% | Add 1.1% | 138,530 | ||
| BX | Blackstone Group LP | 2018-12-31 | Add | -% | $34.42 | 4.65% | Add 0.27% | 1,116,000 | ||
| CCK | Crown Holdings Inc | 2018-12-31 | Add | -% | $54.27 | 17.44% | Add 36.36% | 15,000 |