Tom Gayner

Tom Gayner

Markel Gayner Asset Management Corp
Last update 2019-02-08 132 Stocks (4 new)
Value $5.23 Bil Turnover 1 %
Top Holdings: BRK.A(6.41%) BRK.B(5.92%) KMX(5.89%) CAN: BAM(4.16%) DIS(3.77%)
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Tom Gayner Latest Trades

Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
UNH
UnitedHealth Group Inc
2018-12-31
Reduce
-0.29%
0 $ 0 0
$269.56
2.20%
Reduce -9.65%
599,000
ROL
Rollins Inc
2018-12-31
Add
+0.18%
0 $ 0 0
$39.37
1.63%
Add 50.58%
785,550
SYNL
Synalloy Corp
2018-12-31
Sold Out
-0.16%
0 $ 0 0
$12.79
-28.31%
Sold Out
-
CMG
Chipotle Mexican Grill Inc
2018-12-31
Reduce
-0.15%
0 $ 0 0
$597.84
32.40%
Reduce -69.85%
8,200
WHR
Whirlpool Corp
2018-12-31
Add
+0.13%
0 $ 0 0
$142.74
25.87%
Add 308.77%
81,259
ATVI
Activision Blizzard Inc
2018-12-31
Add
+0.12%
0 $ 0 0
$42.78
-27.39%
Add 288.21%
177,800
EA
Electronic Arts Inc
2018-12-31
Add
+0.11%
0 $ 0 0
$98.63
8.64%
Add 206.4%
105,400
SHW
Sherwin-Williams Co
2018-12-31
New Buy
+0.08%
0 $ 0 0
$439.33
8.90%
New holding
11,000
ADI
Analog Devices Inc
2018-12-31
Add
+0.07%
0 $ 0 0
$106.82
23.61%
Add 6.06%
699,811
MCHP
Microchip Technology Inc
2018-12-31
Add
+0.05%
0 $ 0 0
$89.64
27.09%
Add 33.63%
151,000
SRCL
Stericycle Inc
2018-12-31
Add
+0.04%
0 $ 0 0
$45.84
-1.55%
Add 13.02%
451,500
NVR
NVR Inc
2018-12-31
New Buy
+0.04%
0 $ 0 0
$2,590.30
9.51%
New holding
770
HSY
The Hershey Co
2018-12-31
Sold Out
-0.04%
0 $ 0 0
$110.68
4.05%
Sold Out
-
GOOG
Alphabet Inc
2018-12-31
Add
+0.03%
0 $ 0 0
$1,113.80
4.45%
Add 1.21%
115,189
SEIC
SEI Investments Co
2018-12-31
Add
+0.03%
0 $ 0 0
$52.57
0.32%
Add 10.33%
363,200
MHK
Mohawk Industries Inc
2018-12-31
Add
+0.02%
0 $ 0 0
$139.80
5.80%
Add 36.67%
41,000
HCSG
Healthcare Services Group Inc
2018-12-31
Add
+0.01%
0 $ 0 0
$39.99
-5.57%
Add 9.77%
146,000
AMZN
Amazon.com Inc
2018-12-31
Add
+0.01%
0 $ 0 0
$1,622.10
-1.72%
Add 0.48%
89,745
BAM
Brookfield Asset Management Inc
2018-12-31
Add
+0.01%
0 $ 0 0
$44.52
6.66%
Add 0.18%
5,674,141
AAPL
Apple Inc
2018-12-31
Add
+0.01%
0 $ 0 0
$172.03
-10.47%
Add 1.24%
156,285
GS
Goldman Sachs Group Inc
2018-12-31
Add
+0.01%
0 $ 0 0
$198.61
-0.82%
Add 3.6%
125,920
BRK.B
Berkshire Hathaway Inc
2018-12-31
Add
+0.01%
0 $ 0 0
$206.16
-1.13%
Add 0.11%
1,518,747
DAL
Delta Air Lines Inc
2018-12-31
Add
+0.01%
0 $ 0 0
$51.24
-5.77%
Add 14.89%
54,000
SMG
The Scotts Miracle Gro Co
2018-12-31
Add
+0.01%
0 $ 0 0
$81.37
14.77%
Add 5.33%
178,000
LUV
Southwest Airlines Co
2018-12-31
Add
+0.01%
0 $ 0 0
$54.42
2.99%
Add 13.75%
91,000
PGR
Progressive Corp
2018-12-31
Add
+0.01%
0 $ 0 0
$72.48
9.40%
Add 1.06%
429,000
SBUX
Starbucks Corp
2018-12-31
Add
+0.01%
0 $ 0 0
$70.39
12.10%
Add 1.26%
425,168
WSO
Watsco Inc
2018-12-31
Add
+0.01%
0 $ 0 0
$143.08
-5.72%
Add 1.03%
295,000
CHH
Choice Hotels International Inc
2018-12-31
Add
-%
0 $ 0 0
$80.47
7.45%
Add 2.62%
117,500
EFX
Equifax Inc
2018-12-31
New Buy
-%
0 $ 0 0
$108.13
2.39%
New holding
2,500
AN
AutoNation Inc
2018-12-31
Add
-%
0 $ 0 0
$39.11
3.91%
Add 8.91%
29,960
APO
Apollo Global Management LLC
2018-12-31
Add
-%
0 $ 0 0
$29.44
3.41%
Add 0.1%
968,500
DIS
Walt Disney Co
2018-12-31
Add
-%
0 $ 0 0
$113.68
0.22%
Add 0.07%
1,800,500
C
Citigroup Inc
2018-12-31
Add
-%
0 $ 0 0
$64.66
2.72%
Add 14.32%
13,570
HXL
Hexcel Corp
2018-12-31
Add
-%
0 $ 0 0
$71.50
18.99%
Add 1.52%
134,000
BLK
BlackRock Inc
2018-12-31
Add
-%
0 $ 0 0
$437.32
7.23%
Add 0.1%
195,700
ECL
Ecolab Inc
2018-12-31
Add
-%
0 $ 0 0
$165.31
8.39%
Add 0.26%
269,800
FB
Facebook Inc
2018-12-31
Add
-%
0 $ 0 0
$162.56
12.87%
Add 1.1%
138,530
BX
Blackstone Group LP
2018-12-31
Add
-%
0 $ 0 0
$34.42
4.65%
Add 0.27%
1,116,000
CCK
Crown Holdings Inc
2018-12-31
Add
-%
0 $ 0 0
$54.27
17.44%
Add 36.36%
15,000
Total 1662