Tom Gayner

Tom Gayner

Markel Gayner Asset Management Corp
Last update 2021-02-05 115 Stocks (2 new)
Value $6.71 Bil Turnover 0 %
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Tom Gayner Latest Trades

Ticker Company Date Action Impact % Price Range Price Price Change from Avrg% Comment Current Shares
ROL Rollins Inc2020-12-31Reduce
-0.25%
36.09 ($38.8) 42.19
$35.50
-8.51%
Reduce -33.33%
1,243,275
MHK Mohawk Industries Inc2020-12-31Reduce
-0.12%
92.21 ($120.85) 142.51
$199.67
65.22%
Reduce -25.08%
221,000
IFF International Flavors & Fragrances Inc2020-12-31Add
+0.06%
101.44 ($112.11) 119.41
$143.28
27.80%
Add 36.45%
146,000
HCSG Healthcare Services Group Inc2020-12-31Add
+0.04%
22.31 ($24.23) 28.1
$31.59
30.38%
Add 12.03%
782,500
SEIC SEI Investments Co2020-12-31Add
+0.04%
49.15 ($54.66) 57.47
$56.78
3.88%
Add 11.22%
426,200
AAPL Apple Inc2020-12-31Reduce
-0.01%
108.77 ($120.34) 136.69
$133.40
10.85%
Reduce -0.33%
1,198,540
IAC IAC/InterActiveCorp2020-12-31New Buy
+0.01%
120.67 ($140.67) 189.35
$244.92
74.11%
New holding
1,954
OI O-I Glass Inc2020-12-31Add
+0.01%
9.43 ($11.42) 12.96
$14.70
28.72%
Add 6.76%
474,000
WSO Watsco Inc2020-12-31Add
+0.01%
217.96 ($229.81) 242.04
$288.45
25.52%
Add 0.5%
399,000
ATVI Activision Blizzard Inc2020-12-31Add
0%
75.12 ($81.2) 92.85
$94.02
15.79%
Add 0.46%
285,100
ALL Allstate Corp2020-12-31New Buy
0%
88 ($98.39) 109.93
$123.14
25.15%
New holding
2,000
BK Bank of New York Mellon Corp2020-12-31Add
0%
34.08 ($38.47) 42.44
$46.70
21.39%
Add 1.93%
356,750
BRK.B Berkshire Hathaway Inc2020-12-31Add
0%
200.7 ($220.33) 233.92
$270.66
22.84%
Add 0.02%
1,531,971
BAM Brookfield Asset Management Inc2020-12-31Add
0%
29.78 ($37.46) 43.04
$45.20
20.66%
Add 0.07%
8,706,561
C Citigroup Inc2020-12-31Reduce
0%
41.13 ($50.95) 61.66
$69.85
37.10%
Reduce -8.84%
20,620
DEO Diageo PLC2020-12-31Add
0%
130.18 ($149.29) 163.22
$182.86
22.49%
Add 0.02%
1,350,108
DIS The Walt Disney Co2020-12-31Add
0%
118.47 ($143.86) 181.18
$183.80
27.76%
Add 0.06%
1,863,585
EA Electronic Arts Inc2020-12-31Add
0%
116.84 ($128.86) 143.6
$142.78
10.80%
Add 0.72%
126,100
FB Facebook Inc2020-12-31Add
0%
258.12 ($274.26) 294.68
$302
10.11%
Add 0.22%
145,320
FDS FactSet Research Systems Inc2020-12-31Add
0%
306.5 ($330.53) 351.71
$320.38
-3.07%
Add 0.03%
116,720
GS Goldman Sachs Group Inc2020-12-31Add
0%
189.04 ($222.99) 263.71
$333.35
49.49%
Add 0.2%
343,500
JPM JPMorgan Chase & Co2020-12-31Reduce
0%
96.54 ($112.01) 127.07
$148.87
32.91%
Reduce -0.37%
216,550
KKR KKR & Co Inc2020-12-31Add
0%
34.15 ($37.83) 40.49
$53.41
41.18%
Add 0.51%
1,386,400
MA Mastercard Inc2020-12-31Add
0%
288.64 ($332.5) 356.94
$387.67
16.59%
Add 0.01%
207,400
MTCH Match Group Inc2020-12-31Reduce
0%
109.77 ($132.52) 156.12
$144.64
9.14%
Reduce -0.03%
3,560
MSFT Microsoft Corp2020-12-31Add
0%
202.33 ($215.07) 224.96
$261.08
21.39%
Add 0.02%
478,720
MCO Moody's Corporation2020-12-31Add
0%
261.86 ($279.45) 295.18
$326.72
16.92%
Add 0.01%
211,100
NVR NVR Inc2020-12-31Add
0%
3899.1 ($4156.05) 4446.88
$4,800
15.49%
Add 0.27%
9,521
OTIS Otis Worldwide Corp2020-12-31Add
0%
58.99 ($64.91) 67.55
$71.16
9.62%
Add 0.95%
113,060
PEP PepsiCo Inc2020-12-31Add
0%
133.29 ($142.16) 148.3
$146.18
2.83%
Add 0.64%
96,210
PGR Progressive Corp2020-12-31Add
0%
87.11 ($94.62) 101.38
$100.25
5.95%
Add 0.3%
676,500
SPGI S&P Global Inc2020-12-31Add
0%
313.63 ($336.91) 364.97
$382.79
13.62%
Add 0.18%
147,260
SHW Sherwin-Williams Co2020-12-31Add
0%
670.38 ($711.97) 747.63
$269.88
-62.09%
Add 0.21%
93,192
TSN Tyson Foods Inc2020-12-31Add
0%
56.49 ($62.26) 70.1
$79.24
27.27%
Add 1.36%
374,000
UNP Union Pacific Corp2020-12-31Add
0%
173.37 ($199.81) 209.85
$218.29
9.25%
Add 0.38%
85,698
V Visa Inc2020-12-31Add
0%
180.87 ($204.66) 218.73
$229.34
12.06%
Add 0.01%
956,740
WHR Whirlpool Corp2020-12-31Add
0%
180.49 ($191.68) 203.43
$231.97
21.02%
Add 0.11%
271,249
MTCH Match Group Inc2020-09-30Reduce
0%
90.36 ($105.79) 120.71
$144.64
36.72%
Reduce -0.01%
3,561
IAC IAC/InterActiveCorp2020-09-30Sold Out
0%
106.71 ($125.5) 137.46
$244.92
95.16%
Sold Out
0
KMX CarMax Inc2020-06-30Sold Out
-4.98%
48.6 ($77.86) 98.35
$130.04
67.02%
Sold Out
0
MAR Marriott International Inc2020-06-30Sold Out
-2.24%
59.08 ($86.65) 113.14
$146.80
69.42%
Sold Out
0
WBA Walgreens Boots Alliance Inc2020-06-30Sold Out
-1.53%
38.35 ($42.49) 47.02
$53.13
25.03%
Sold Out
0
ADP Automatic Data Processing Inc2020-06-30Sold Out
-1.37%
128.57 ($142.98) 161.15
$194.49
36.02%
Sold Out
0
ANTM Anthem Inc2020-06-30Sold Out
-0.74%
203.3 ($265.97) 300.59
$381.13
43.30%
Sold Out
0
DE Deere & Co2020-06-30Reduce
-0.65%
125.82 ($144.75) 168.81
$370.97
156.28%
Reduce -24.86%
755,800
TRV The Travelers Companies Inc2020-06-30Sold Out
-0.59%
89.86 ($105.28) 128
$155.16
47.38%
Sold Out
0
LYV Live Nation Entertainment Inc2020-06-30Sold Out
-0.42%
33.57 ($43.81) 57.09
$80.76
84.34%
Sold Out
0
LUV Southwest Airlines Co2020-06-30Sold Out
-0.37%
23.87 ($31.86) 40.59
$62.47
96.08%
Sold Out
0
PH Parker Hannifin Corp2020-06-30Sold Out
-0.29%
115.81 ($160.71) 202.14
$315.99
96.62%
Sold Out
0
BA Boeing Co2020-06-30Sold Out
-0.26%
120 ($153.37) 230.5
$238
55.18%
Sold Out
0
CHH Choice Hotels International Inc2020-06-30Sold Out
-0.25%
54.15 ($75.96) 92.09
$111.22
46.42%
Sold Out
0
DAL Delta Air Lines Inc2020-06-30Sold Out
-0.25%
19.19 ($25.43) 36.97
$45.70
79.71%
Sold Out
0
MCK McKesson Corp2020-06-30Sold Out
-0.16%
125.49 ($144.19) 164.68
$195.28
35.43%
Sold Out
0
FWONK Liberty Formula One Group2020-06-30Sold Out
-0.13%
21.87 ($30.62) 38.17
$46.93
53.27%
Sold Out
0
FWONA Liberty Formula One Group2020-06-30Sold Out
-0.11%
20.61 ($28.98) 36.74
$41.97
44.81%
Sold Out
0
CARR Carrier Global Corp2020-06-30New Buy
+0.09%
12.89 ($18.38) 24.37
$43.29
135.53%
New holding
224,000
NVR NVR Inc2020-06-30Add
+0.04%
2362.94 ($3057.29) 3524.75
$4,800
57%
Add 7.23%
9,495
PAG Penske Automotive Group Inc2020-06-30Sold Out
-0.04%
23.03 ($34.74) 44.29
$86.30
148.42%
Sold Out
0
AN AutoNation Inc2020-06-30Sold Out
-0.02%
24.59 ($36.09) 43.62
$96.49
167.36%
Sold Out
0
DHI D.R. Horton Inc2020-06-30Reduce
-0.01%
32.14 ($48.22) 58.83
$92.99
92.83%
Reduce -57.12%
13,999
MTCH Match Group Inc2020-06-30Add
+0.01%
51.95 ($76.44) 100.12
$144.64
89.21%
Add 115.84%
3,561.36
PYPL PayPal Holdings Inc2020-06-30New Buy
+0.01%
91.38 ($137.26) 174.23
$266.70
94.30%
New holding
1,830
BKNG Booking Holdings Inc2020-06-30Sold Out
-0.01%
1230.68 ($1519.55) 1840.91
$2,381.31
56.71%
Sold Out
0
AAL American Airlines Group Inc2020-06-30Sold Out
-0.01%
9.04 ($12.1) 20.31
$20.92
72.89%
Sold Out
0
LEN.B Lennar Corp2020-06-30Reduce
0%
25 ($39.57) 48.48
$79.48
100.86%
Reduce -49.42%
13,000
LEN Lennar Corp2020-06-30Sold Out
0%
33.39 ($52.55) 64.99
$100.46
91.17%
Sold Out
0
UNH UnitedHealth Group Inc2020-03-31Sold Out
-2.44%
194.86 ($276.19) 305.31
$395.03
43.03%
Sold Out
0
BAM Brookfield Asset Management Inc2020-03-31Add
+1.61%
22.05 ($38.6) 45.53
$45.20
17.10%
Add 50.15%
8,700,661.50
UL Unilever PLC2020-03-31Sold Out
-1.21%
44.62 ($55.88) 60.96
$57.20
2.36%
Sold Out
0
SMG The Scotts Miracle Gro Co2020-03-31Sold Out
-0.62%
77.61 ($110.13) 125.25
$229.64
108.52%
Sold Out
0
HAS Hasbro Inc2020-03-31Sold Out
-0.53%
44.73 ($87.29) 105.78
$97.77
12.01%
Sold Out
0
WBA Walgreens Boots Alliance Inc2020-03-31Reduce
-0.22%
41.02 ($50.97) 59.59
$53.13
4.23%
Reduce -13.37%
1,782,500
ANTM Anthem Inc2020-03-31Reduce
-0.21%
174.68 ($273.87) 307.74
$381.13
39.16%
Reduce -22.32%
174,000
DLTR Dollar Tree Inc2020-03-31Sold Out
-0.16%
65.57 ($85.43) 94.05
$115.75
35.49%
Sold Out
0
CDK CDK Global Inc2020-03-31Sold Out
-0.13%
30.61 ($48.08) 56.64
$54.59
13.54%
Sold Out
0
PEP PepsiCo Inc2020-03-31Reduce
-0.10%
103.93 ($135.44) 146.99
$146.18
7.93%
Reduce -34.34%
95,600
BK Bank of New York Mellon Corp2020-03-31Add
+0.06%
27.49 ($42.25) 51.48
$46.70
10.53%
Add 37.8%
350,000
HCSG Healthcare Services Group Inc2020-03-31Add
+0.06%
17.8 ($25.76) 31.01
$31.59
22.63%
Add 21.8%
698,500
BRK.A Berkshire Hathaway Inc2020-03-31Add
+0.05%
240000 ($319779) 344970
$407,622.99
27.47%
Add 0.81%
1,114
ADI Analog Devices Inc2020-03-31Add
+0.05%
82.23 ($109.75) 124.55
$156.68
42.76%
Add 3.51%
885,811
PGR Progressive Corp2020-03-31Add
+0.05%
66.55 ($77.1) 83.86
$100.25
30.03%
Add 5.39%
674,500
MHK Mohawk Industries Inc2020-03-31Add
+0.05%
58.66 ($119.34) 143.81
$199.67
67.31%
Add 13.03%
295,000
DISCK Discovery Inc2020-03-31Sold Out
-0.05%
16.46 ($26) 30.6
$32.49
24.96%
Sold Out
0
GOOG Alphabet Inc2020-03-31Add
+0.04%
1056.62 ($1361.82) 1526.69
$2,297.68
68.72%
Add 1.43%
137,493
LUV Southwest Airlines Co2020-03-31Add
+0.04%
30.86 ($49.85) 58.54
$62.47
25.32%
Add 11.11%
545,000
WSO Watsco Inc2020-03-31Add
+0.03%
138.42 ($169.17) 182.86
$288.45
70.51%
Add 2.45%
397,000
KHC The Kraft Heinz Co2020-03-31Sold Out
-0.03%
20.06 ($27.55) 32.13
$41.40
50.27%
Sold Out
0
BRK.B Berkshire Hathaway Inc2020-03-31Add
+0.02%
162.13 ($213.25) 230.2
$270.66
26.92%
Add 0.35%
1,531,687
AMZN Amazon.com Inc2020-03-31Add
+0.02%
1676.61 ($1936.38) 2170.22
$3,364.52
73.75%
Add 0.52%
98,442
DAL Delta Air Lines Inc2020-03-31Add
+0.02%
21.35 ($50.04) 62.03
$45.70
-8.67%
Add 10.43%
460,500
ILMN Illumina Inc2020-03-31Add
+0.02%
209.2 ($288.89) 335.53
$408.33
41.34%
Add 300%
4,000
ITW Illinois Tool Works Inc2020-03-31Add
+0.02%
118.09 ($170.51) 190
$226.71
32.96%
Add 2.66%
327,500
GWRE Guidewire Software Inc2020-03-31New Buy
+0.02%
76.06 ($104.94) 122.6
$104.35
-0.56%
New holding
13,000
SRCL Stericycle Inc2020-03-31Add
+0.02%
40.69 ($59.13) 65.78
$69.53
17.59%
Add 4.52%
593,700
TXN Texas Instruments Inc2020-03-31Add
+0.02%
93.5 ($120.51) 134.25
$187.80
55.84%
Add 1.33%
724,000
NVR NVR Inc2020-03-31Add
+0.02%
2175 ($3600.44) 4037.77
$4,800
33.32%
Add 5.98%
8,855
BKNG Booking Holdings Inc2020-03-31Add
+0.01%
1152.24 ($1767.55) 2086.9
$2,381.31
34.72%
Add 105%
410
AAL American Airlines Group Inc2020-03-31New Buy
+0.01%
10.25 ($23.07) 30.47
$20.92
-9.32%
New holding
55,000
ECL Ecolab Inc2020-03-31Add
+0.01%
125.22 ($188.41) 210.31
$223.71
18.74%
Add 0.98%
309,300
CHH Choice Hotels International Inc2020-03-31Add
+0.01%
53.57 ($91.38) 108.23
$111.22
21.71%
Add 4.93%
213,000
100/Page
Total 2746