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