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
$68.21
3.76%
Sold Out
-
PGR
Progressive Corp
2018-09-30
Add
+0.13%
0 $ 0 0
$63.69
-0.99%
Add 34.76%
424,500
COF
Capital One Financial Corp
2018-09-30
Sold Out
-0.13%
0 $ 0 0
$87.27
-10.28%
Sold Out
-
SMG
The Scotts Miracle Gro Co
2018-09-30
Add
+0.12%
0 $ 0 0
$74.40
-5.36%
Add 128.38%
169,000
SBUX
Starbucks Corp
2018-09-30
Add
+0.11%
0 $ 0 0
$66.77
26.29%
Add 37.91%
419,868
GS
Goldman Sachs Group Inc
2018-09-30
Add
+0.10%
0 $ 0 0
$192.60
-17.20%
Add 28.28%
121,550
GOOG
Alphabet Inc
2018-09-30
Add
+0.09%
0 $ 0 0
$1,037.61
-13.30%
Add 3.91%
113,809
MHK
Mohawk Industries Inc
2018-09-30
New Buy
+0.09%
0 $ 0 0
$126.35
-35.58%
New holding
30,000
ST
Sensata Technologies Holding PLC
2018-09-30
Reduce
-0.08%
0 $ 0 0
$46.50
-11.11%
Reduce -51.19%
82,000
UTX
United Technologies Corp
2018-09-30
Add
+0.07%
0 $ 0 0
$126.86
-4.93%
Add 15.84%
223,000
AMZN
Amazon.com Inc
2018-09-30
Add
+0.06%
0 $ 0 0
$1,536.91
-18.24%
Add 2.17%
89,320
CMCSA
Comcast Corp
2018-09-30
Add
+0.06%
0 $ 0 0
$37.50
5.99%
Add 36.08%
396,000
DIS
Walt Disney Co
2018-09-30
Add
+0.06%
0 $ 0 0
$113.44
1.92%
Add 1.70%
1,799,200
EA
Electronic Arts Inc
2018-09-30
Add
+0.06%
0 $ 0 0
$84.02
-34.80%
Add 493.10%
34,400
IFF
International Flavors & Fragrances Inc
2018-09-30
Add
+0.06%
0 $ 0 0
$139.49
6.18%
Add 58.75%
63,500
GT
Goodyear Tire & Rubber Co
2018-09-30
Sold Out
-0.06%
0 $ 0 0
$22.67
-3.49%
Sold Out
-
MAT
Mattel Inc
2018-09-30
Sold Out
-0.06%
0 $ 0 0
$13.12
-18.05%
Sold Out
-
MSFT
Microsoft Corp
2018-09-30
Add
+0.05%
0 $ 0 0
$103.11
-4.81%
Add 7.20%
387,000
LUV
Southwest Airlines Co
2018-09-30
Add
+0.05%
0 $ 0 0
$52.25
-10.67%
Add 166.67%
80,000
WSO
Watsco Inc
2018-09-30
Add
+0.05%
0 $ 0 0
$149.68
-15.27%
Add 5.80%
292,000
ATVI
Activision Blizzard Inc
2018-09-30
Add
+0.04%
0 $ 0 0
$50.24
-33.72%
Add 177.58%
45,800
ADI
Analog Devices Inc
2018-09-30
Add
+0.04%
0 $ 0 0
$89.68
-6.68%
Add 3.61%
659,811
MAR
Marriott International Inc
2018-09-30
Add
+0.04%
0 $ 0 0
$117.17
-8.12%
Add 1.06%
1,531,269
NXPI
NXP Semiconductors NV
2018-09-30
New Buy
+0.04%
0 $ 0 0
$83.14
-13.43%
New holding
28,000
TXN
Texas Instruments Inc
2018-09-30
Add
+0.04%
0 $ 0 0
$97.57
-12.26%
Add 3.76%
635,000
VZ
Verizon Communications Inc
2018-09-30
Add
+0.04%
0 $ 0 0
$59.37
12.17%
Add 78.85%
93,000
WFC
Wells Fargo & Co
2018-09-30
Add
+0.04%
0 $ 0 0
$52.43
-8.18%
Add 350.00%
54,000
WHR
Whirlpool Corp
2018-09-30
Add
+0.04%
0 $ 0 0
$120.27
-9.33%
Add 1276.66%
19,879
BLK
BlackRock Inc
2018-09-30
Add
+0.03%
0 $ 0 0
$407.62
-16.14%
Add 1.88%
195,500
BX
Blackstone Group LP
2018-09-30
Add
+0.03%
0 $ 0 0
$32.43
-10.24%
Add 3.97%
1,113,000
BAM
Brookfield Asset Management Inc
2018-09-30
Add
+0.03%
0 $ 0 0
$43.30
1.76%
Add 0.80%
5,664,041
DAL
Delta Air Lines Inc
2018-09-30
Add
+0.03%
0 $ 0 0
$55.97
1.65%
Add 113.64%
47,000
DLTR
Dollar Tree Inc
2018-09-30
Add
+0.03%
0 $ 0 0
$82.13
-6.27%
Add 23.00%
123,000
MCHP
Microchip Technology Inc
2018-09-30
Add
+0.03%
0 $ 0 0
$73
-17.37%
Add 24.18%
113,000
SRCL
Stericycle Inc
2018-09-30
Add
+0.03%
0 $ 0 0
$44.95
-29.59%
Add 7.83%
399,500
APO
Apollo Global Management LLC
2018-09-30
Add
+0.02%
0 $ 0 0
$27.48
-21.15%
Add 4.59%
967,500
AAPL
Apple Inc
2018-09-30
Add
+0.02%
0 $ 0 0
$176.78
-15.13%
Add 3.47%
154,375
CHH
Choice Hotels International Inc
2018-09-30
Add
+0.02%
0 $ 0 0
$76.92
-1.81%
Add 14.50%
114,500
ECL
Ecolab Inc
2018-09-30
Add
+0.02%
0 $ 0 0
$155.02
4.55%
Add 3.18%
269,100
FB
Facebook Inc
2018-09-30
Add
+0.02%
0 $ 0 0
$134.82
-25.53%
Add 6.65%
137,020
Total 1601