
	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%)
	Guru Portfolio Report Download

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

Total 1536