 | ||
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 | ||
Tom Gayner Latest Trades
| WPC | W.P. Carey Inc | 2018-09-30 | Sold Out | -0.85% | $68.21 | 3.76% | Sold Out | - | ||
| PGR | Progressive Corp | 2018-09-30 | Add | +0.13% | $63.69 | -0.99% | Add 34.76% | 424,500 | ||
| COF | Capital One Financial Corp | 2018-09-30 | Sold Out | -0.13% | $87.27 | -10.28% | Sold Out | - | ||
| SMG | The Scotts Miracle Gro Co | 2018-09-30 | Add | +0.12% | $74.40 | -5.36% | Add 128.38% | 169,000 | ||
| SBUX | Starbucks Corp | 2018-09-30 | Add | +0.11% | $66.77 | 26.29% | Add 37.91% | 419,868 | ||
| GS | Goldman Sachs Group Inc | 2018-09-30 | Add | +0.10% | $192.60 | -17.20% | Add 28.28% | 121,550 | ||
| GOOG | Alphabet Inc | 2018-09-30 | Add | +0.09% | $1,037.61 | -13.30% | Add 3.91% | 113,809 | ||
| MHK | Mohawk Industries Inc | 2018-09-30 | New Buy | +0.09% | $126.35 | -35.58% | New holding | 30,000 | ||
| ST | Sensata Technologies Holding PLC | 2018-09-30 | Reduce | -0.08% | $46.50 | -11.11% | Reduce -51.19% | 82,000 | ||
| UTX | United Technologies Corp | 2018-09-30 | Add | +0.07% | $126.86 | -4.93% | Add 15.84% | 223,000 | ||
| AMZN | Amazon.com Inc | 2018-09-30 | Add | +0.06% | $1,536.91 | -18.24% | Add 2.17% | 89,320 | ||
| CMCSA | Comcast Corp | 2018-09-30 | Add | +0.06% | $37.50 | 5.99% | Add 36.08% | 396,000 | ||
| DIS | Walt Disney Co | 2018-09-30 | Add | +0.06% | $113.44 | 1.92% | Add 1.70% | 1,799,200 | ||
| EA | Electronic Arts Inc | 2018-09-30 | Add | +0.06% | $84.02 | -34.80% | Add 493.10% | 34,400 | ||
| IFF | International Flavors & Fragrances Inc | 2018-09-30 | Add | +0.06% | $139.49 | 6.18% | Add 58.75% | 63,500 | ||
| GT | Goodyear Tire & Rubber Co | 2018-09-30 | Sold Out | -0.06% | $22.67 | -3.49% | Sold Out | - | ||
| MAT | Mattel Inc | 2018-09-30 | Sold Out | -0.06% | $13.12 | -18.05% | Sold Out | - | ||
| MSFT | Microsoft Corp | 2018-09-30 | Add | +0.05% | $103.11 | -4.81% | Add 7.20% | 387,000 | ||
| LUV | Southwest Airlines Co | 2018-09-30 | Add | +0.05% | $52.25 | -10.67% | Add 166.67% | 80,000 | ||
| WSO | Watsco Inc | 2018-09-30 | Add | +0.05% | $149.68 | -15.27% | Add 5.80% | 292,000 | ||
| ATVI | Activision Blizzard Inc | 2018-09-30 | Add | +0.04% | $50.24 | -33.72% | Add 177.58% | 45,800 | ||
| ADI | Analog Devices Inc | 2018-09-30 | Add | +0.04% | $89.68 | -6.68% | Add 3.61% | 659,811 | ||
| MAR | Marriott International Inc | 2018-09-30 | Add | +0.04% | $117.17 | -8.12% | Add 1.06% | 1,531,269 | ||
| NXPI | NXP Semiconductors NV | 2018-09-30 | New Buy | +0.04% | $83.14 | -13.43% | New holding | 28,000 | ||
| TXN | Texas Instruments Inc | 2018-09-30 | Add | +0.04% | $97.57 | -12.26% | Add 3.76% | 635,000 | ||
| VZ | Verizon Communications Inc | 2018-09-30 | Add | +0.04% | $59.37 | 12.17% | Add 78.85% | 93,000 | ||
| WFC | Wells Fargo & Co | 2018-09-30 | Add | +0.04% | $52.43 | -8.18% | Add 350.00% | 54,000 | ||
| WHR | Whirlpool Corp | 2018-09-30 | Add | +0.04% | $120.27 | -9.33% | Add 1276.66% | 19,879 | ||
| BLK | BlackRock Inc | 2018-09-30 | Add | +0.03% | $407.62 | -16.14% | Add 1.88% | 195,500 | ||
| BX | Blackstone Group LP | 2018-09-30 | Add | +0.03% | $32.43 | -10.24% | Add 3.97% | 1,113,000 | ||
| BAM | Brookfield Asset Management Inc | 2018-09-30 | Add | +0.03% | $43.30 | 1.76% | Add 0.80% | 5,664,041 | ||
| DAL | Delta Air Lines Inc | 2018-09-30 | Add | +0.03% | $55.97 | 1.65% | Add 113.64% | 47,000 | ||
| DLTR | Dollar Tree Inc | 2018-09-30 | Add | +0.03% | $82.13 | -6.27% | Add 23.00% | 123,000 | ||
| MCHP | Microchip Technology Inc | 2018-09-30 | Add | +0.03% | $73 | -17.37% | Add 24.18% | 113,000 | ||
| SRCL | Stericycle Inc | 2018-09-30 | Add | +0.03% | $44.95 | -29.59% | Add 7.83% | 399,500 | ||
| APO | Apollo Global Management LLC | 2018-09-30 | Add | +0.02% | $27.48 | -21.15% | Add 4.59% | 967,500 | ||
| AAPL | Apple Inc | 2018-09-30 | Add | +0.02% | $176.78 | -15.13% | Add 3.47% | 154,375 | ||
| CHH | Choice Hotels International Inc | 2018-09-30 | Add | +0.02% | $76.92 | -1.81% | Add 14.50% | 114,500 | ||
| ECL | Ecolab Inc | 2018-09-30 | Add | +0.02% | $155.02 | 4.55% | Add 3.18% | 269,100 | ||
| FB | Facebook Inc | 2018-09-30 | Add | +0.02% | $134.82 | -25.53% | Add 6.65% | 137,020 |
Total 1601