Tom Gayner
Tom Gayner
Markel Gayner Asset Management Corp
Last update 2018-08-03 133 Stocks (11 new)
Value $5.45 Bil Turnover 2 %
Top Holdings: KMX (6.57%) BRK.A (5.67%) BRK.B (5.19%) BAM (4.18%) DEO (3.57%)
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Price change from average %
Market Cap

Tom Gayner Latest Trades

WPC
W.P. Carey Inc
2018-06-30
Reduce
-0.29 %
0 $ 0 0
$64.68
0.02 %
Reduce -26.31%
700,200
GOOG
Alphabet Inc
2018-06-30
Add
+0.12 %
0 $ 0 0
$1,121.28
3.76 %
Add 5.64%
109,524
GS
Goldman Sachs Group Inc
2018-06-30
Add
+0.12 %
0 $ 0 0
$221.70
-7.11 %
Add 43.69%
94,750
PGR
Progressive Corp
2018-06-30
Add
+0.11 %
0 $ 0 0
$70.27
14.82 %
Add 50.00%
315,000
ADI
Analog Devices Inc
2018-06-30
Add
+0.09 %
0 $ 0 0
$85.76
-9.09 %
Add 8.34%
636,811
SMG
The Scotts Miracle Gro Co
2018-06-30
Add
+0.09 %
0 $ 0 0
$74.26
-11.26 %
Add 469.23%
74,000
AMZN
Amazon.com Inc
2018-06-30
Add
+0.08 %
0 $ 0 0
$1,819.96
14.70 %
Add 3.19%
87,420
CMG
Chipotle Mexican Grill Inc
2018-06-30
Add
+0.08 %
0 $ 0 0
$433.95
6.26 %
Add 55.43%
27,200
SBUX
Starbucks Corp
2018-06-30
Add
+0.08 %
0 $ 0 0
$57.81
1.85 %
Add 45.64%
304,448
BBU
Brookfield Business Partners LP
2018-06-30
Sold Out
-0.07 %
0 $ 0 0
$41.63
8.27 %
Sold Out
-
IFF
International Flavors & Fragrances Inc
2018-06-30
Add
+0.07 %
0 $ 0 0
$137.53
5.14 %
Add 300.00%
40,000
MCHP
Microchip Technology Inc
2018-06-30
Add
+0.07 %
0 $ 0 0
$69.15
-25.32 %
Add 85.71%
91,000
RBA
Ritchie Bros Auctioneers Inc
2018-06-30
Sold Out
-0.07 %
0 $ 0 0
$33.91
0.59 %
Sold Out
-
SRCL
Stericycle Inc
2018-06-30
Add
+0.07 %
0 $ 0 0
$53.75
-13.57 %
Add 19.32%
370,500
TXN
Texas Instruments Inc
2018-06-30
Add
+0.07 %
0 $ 0 0
$102.15
-5.55 %
Add 6.43%
612,000
BAM
Brookfield Asset Management Inc
2018-06-30
Add
+0.06 %
0 $ 0 0
$42.19
5.45 %
Add 1.34%
5,619,221
FLS
Flowserve Corp
2018-06-30
Sold Out
-0.06 %
0 $ 0 0
$51.81
18.80 %
Sold Out
-
WSO
Watsco Inc
2018-06-30
Add
+0.06 %
0 $ 0 0
$167.50
-7.90 %
Add 6.77%
276,000
APO
Apollo Global Management LLC
2018-06-30
Add
+0.05 %
0 $ 0 0
$31.74
3.83 %
Add 9.47%
925,000
BX
Blackstone Group LP
2018-06-30
Add
+0.05 %
0 $ 0 0
$36
13.14 %
Add 8.13%
1,070,500
CMCSA
Comcast Corp
2018-06-30
Add
+0.05 %
0 $ 0 0
$36
10.40 %
Add 37.91%
291,000
DIS
Walt Disney Co
2018-06-30
Add
+0.05 %
0 $ 0 0
$116.19
13.57 %
Add 1.52%
1,769,200
GILD
Gilead Sciences Inc
2018-06-30
Sold Out
-0.05 %
0 $ 0 0
$76.31
7.98 %
Sold Out
-
IBM
International Business Machines Corp
2018-06-30
Sold Out
-0.05 %
0 $ 0 0
$145.04
-0.62 %
Sold Out
-
VZ
Verizon Communications Inc
2018-06-30
New Buy
+0.05 %
0 $ 0 0
$53.70
10.90 %
New holding
52,000
BATRK
Liberty Media Corp
2018-06-30
Sold Out
-0.04 %
0 $ 0 0
$25.76
6.76 %
Sold Out
-
BDX
Becton, Dickinson and Co
2018-06-30
Sold Out
-0.04 %
0 $ 0 0
$244.30
7.03 %
Sold Out
-
BLK
BlackRock Inc
2018-06-30
Add
+0.04 %
0 $ 0 0
$408
-22.78 %
Add 2.29%
191,900
DISCK
Discovery Inc
2018-06-30
Add
+0.04 %
0 $ 0 0
$30.08
34.71 %
Add 6.95%
1,169,000
HCSG
Healthcare Services Group Inc
2018-06-30
Add
+0.04 %
0 $ 0 0
$40.69
2.34 %
Add 80.00%
99,000
MSFT
Microsoft Corp
2018-06-30
Add
+0.04 %
0 $ 0 0
$111
14.56 %
Add 6.49%
361,000
AAPL
Apple Inc
2018-06-30
Add
+0.03 %
0 $ 0 0
$222.15
22.52 %
Add 6.24%
149,205
BAX
Baxter International Inc
2018-06-30
Sold Out
-0.03 %
0 $ 0 0
$71.76
1.82 %
Sold Out
-
CG
The Carlyle Group LP
2018-06-30
Add
+0.03 %
0 $ 0 0
$20.97
-2.56 %
Add 8.89%
1,047,500
ECL
Ecolab Inc
2018-06-30
Add
+0.03 %
0 $ 0 0
$148.47
2.91 %
Add 5.03%
260,800
HEI.A
Heico Corp
2018-06-30
Reduce
-0.03 %
0 $ 0 0
$71.60
19.95 %
Reduce -11.33%
271,147
KKR
KKR & Co Inc
2018-06-30
Add
+0.03 %
0 $ 0 0
$25.65
15.44 %
Add 5.57%
1,195,000
LUV
Southwest Airlines Co
2018-06-30
New Buy
+0.03 %
0 $ 0 0
$58.93
11.86 %
New holding
30,000
MAT
Mattel Inc
2018-06-30
Add
+0.03 %
0 $ 0 0
$14.84
-2.18 %
Add 106.06%
204,000
OAK
Oaktree Capital Group LLC
2018-06-30
Add
+0.03 %
0 $ 0 0
$41.65
2.94 %
Add 4.48%
1,003,500
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