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Tom Gayner

Tom Gayner
13F

Markel Gayner Asset Management Corp
Last update 2022-06-13 127 Stocks (10 new)
Value $8.43 Bil Turnover 1 %
Portfolio Report

Tom Gayner Profile

Thomas Gayner is Co-Chief Executive Officer of Markel Corporation. He oversees the investing activities for the company, as well as the Markel Ventures diverse industrial and service businesses. Gayner joined Markel in 1990 to form Markel Gayner Asset Management which provided equity investment counsel for Markel Corporation as well as outside clients.
Prior to joining Markel, Mr. Gayner served as vice president of Davenport & Co of Virginia and as a Certified Public Accountant with PriceWaterhouseCoopers LLP.
Gayner serves as the Chairman of the Board of the Davis Series Mutual Funds and on the boards of the Colfax Corporation, Graham Holdings, Cable One and Markel. He is a trustee of The Community Foundation of Richmond, Bon Secours Health System, and a member of the Investment Advisory Committee of the Virginia Retirement System. He is a graduate of the University of Virginia and The Lawrenceville School.

Tom Gayner Investing Philosophy

Gayner outlined in Markel's 2019 Letter to Shareholders a four-part discipline:
First, Markel looks for businesses earning good rates of return that use only modest leverage to do so.
Second, the firm looks for management teams with equal measure of talent and integrity.
Third, Markel looks for businesses with opportunities to reinvest its capital and grow organically or by acquisition, and/or with capital discipline to repurchase shares or pay dividends.
And fourth, the firm looks to acquire these holdings at fair prices: The long term returns should be similar to the underlying growth in intrinsic value of the company itself.

Tom Gayner Latest Trades

Ticker Company Date Action Impact % Price Range Price Price Change from Avrg% Comment Current Shares
MHK
Mohawk Industries Inc2022-03-31Sold Out
-0.46%
123.76 ($150.29) 188.25
$128.97
-14.19%
Sold Out
0
ALB
Albemarle Corp2022-03-31Sold Out
-0.20%
172.09 ($211.24) 246
$205.15
-2.88%
Sold Out
0
DG
Dollar General Corp2022-03-31Add
+0.15%
188.34 ($212.32) 238.27
$246.35
16.03%
Add 80.29%
125,750
ALL
Allstate Corp2022-03-31Add
+0.12%
117.69 ($125.51) 141.8
$130.70
4.14%
Add 191.58%
116,050
FDX
FedEx Corp2022-03-31Add
+0.11%
201.09 ($235.12) 264.91
$223.61
-4.90%
Add 234.29%
58,500
MCHP
Microchip Technology Inc2022-03-31Sold Out
-0.11%
65.14 ($75.38) 88
$56.16
-25.50%
Sold Out
0
THG
The Hanover Insurance Group Inc2022-03-31New Buy
+0.08%
131.19 ($139.86) 150.95
$148.13
5.91%
New holding
47,000
GOOGL
Alphabet Inc2022-03-31Add
+0.07%
2519.02 ($2715.99) 2960
$2,174.75
-19.93%
Add 16.98%
15,500
DIS
The Walt Disney Co2022-03-31Add
+0.07%
129.03 ($144.79) 157.89
$96.14
-33.60%
Add 2.26%
1,922,665
CMCSA
Comcast Corp2022-03-31Add
+0.05%
44.97 ($48.19) 51.68
$40.29
-16.39%
Add 18.47%
630,612
META
Meta Platforms Inc2022-03-31Add
+0.04%
186.63 ($250.52) 338.54
$160.03
-36.12%
Add 10.55%
163,400
PGR
Progressive Corp2022-03-31Add
+0.04%
102 ($108.15) 117.17
$118.48
9.55%
Add 4.13%
750,750
MMM
3M Co2022-03-31Add
+0.03%
140.96 ($159.16) 181.02
$128.49
-19.27%
Add 6.54%
269,750
ADI
Analog Devices Inc2022-03-31Add
+0.03%
145.63 ($162.14) 177.15
$142.91
-11.86%
Add 1.43%
1,077,821
AON
Aon PLC2022-03-31Add
+0.03%
261.88 ($290.48) 326.39
$273.92
-5.70%
Add 11.79%
64,950
EA
Electronic Arts Inc2022-03-31New Buy
+0.03%
119.13 ($130.13) 139.01
$122.73
-5.69%
New holding
16,900
MSCI
MSCI Inc2022-03-31Add
+0.03%
456.63 ($518.84) 595.58
$417.72
-19.49%
Add 3.43%
141,700
OI
O-I Glass Inc2022-03-31Add
+0.03%
11.6 ($13.07) 14.47
$14.25
9.03%
Add 90.83%
458,000
SRCL
Stericycle Inc2022-03-31Add
+0.03%
54.76 ($57.94) 60.77
$44.37
-23.42%
Add 6.4%
631,700
SHAK
Shake Shack Inc2022-03-31Sold Out
-0.03%
60.14 ($68.87) 78.76
$40.79
-40.77%
Sold Out
0
AMZN
Amazon.com Inc2022-03-31Add
+0.02%
136.01 ($154.6) 170.4
$109.56
-29.13%
Add 0.56%
1,981,360
AAPL
Apple Inc2022-03-31Add
+0.02%
150.62 ($168.23) 182.01
$138.93
-17.42%
Add 0.71%
1,206,990
HCSG
Healthcare Services Group Inc2022-03-31Add
+0.02%
15.59 ($17.27) 18.72
$17.60
1.91%
Add 6.38%
1,200,500
MMC
Marsh & McLennan Companies Inc2022-03-31Add
+0.02%
147.31 ($157.61) 171.84
$156.45
-0.74%
Add 1.53%
618,800
SHOP
Shopify Inc2022-03-31New Buy
+0.02%
51.26 ($82.11) 136.31
$31.41
-61.75%
New holding
27,500
SONY
Sony Group Corp2022-03-31New Buy
+0.02%
94.79 ($108.86) 128.59
$81.68
-24.97%
New holding
16,000
SPOT
Spotify Technology SA2022-03-31Add
+0.02%
119.47 ($171.13) 244.16
$97.52
-43.01%
Add 344.83%
12,900
AXTA
Axalta Coating Systems Ltd2022-03-31New Buy
+0.01%
22.57 ($28.04) 33.52
$22.41
-20.08%
New holding
20,626
CSGP
CoStar Group Inc2022-03-31Add
+0.01%
53.27 ($66.5) 78.84
$61.32
-7.79%
Add 467.74%
17,600
EFX
Equifax Inc2022-03-31Add
+0.01%
208.16 ($235.5) 285.61
$186.55
-20.79%
Add 2.5%
125,150
IT
Gartner Inc2022-03-31New Buy
+0.01%
257.51 ($289.47) 323.41
$244.28
-15.61%
New holding
2,500
GD
General Dynamics Corp2022-03-31Add
+0.01%
204.92 ($221.83) 247.29
$223.86
0.92%
Add 0.9%
390,500
LMT
Lockheed Martin Corp2022-03-31Add
+0.01%
354.36 ($404.57) 466.15
$433.52
7.16%
Add 13.72%
10,363
MCO
Moody's Corporation2022-03-31Add
+0.01%
301.31 ($336.35) 386.27
$274.91
-18.27%
Add 0.83%
212,990
PYPL
PayPal Holdings Inc2022-03-31New Buy
+0.01%
93.61 ($133.33) 194.94
$71.40
-46.45%
New holding
10,551
REGN
Regeneron Pharmaceuticals Inc2022-03-31Add
+0.01%
595.12 ($632.11) 698.43
$595.40
-5.81%
Add 1.26%
80,300
ROK
Rockwell Automation Inc2022-03-31Add
+0.01%
256.35 ($287.53) 343.1
$198.71
-30.89%
Add 1.33%
152,900
SPGI
S&P Global Inc2022-03-31Add
+0.01%
373.37 ($407.24) 461.1
$343.33
-15.69%
Add 0.84%
149,790
SMG
The Scotts Miracle Gro Co2022-03-31New Buy
+0.01%
111.87 ($140.25) 164.92
$80.18
-42.83%
New holding
6,500
SEIC
SEI Investments Co2022-03-31Add
+0.01%
55.39 ($59.53) 63.59
$54.31
-8.77%
Add 3.25%
445,200
TMO
Thermo Fisher Scientific Inc2022-03-31Add
+0.01%
524 ($574.18) 644.92
$548.27
-4.51%
Add 550%
1,950
TSN
Tyson Foods Inc2022-03-31Add
+0.01%
85.5 ($91.24) 99.09
$85.25
-6.57%
Add 2.12%
384,500
VRSK
Verisk Analytics Inc2022-03-31Add
+0.01%
177.34 ($197.06) 221.73
$175.30
-11.04%
Add 3.38%
76,500
V
Visa Inc2022-03-31Add
+0.01%
190.7 ($216.36) 235.42
$199.18
-7.94%
Add 0.32%
961,105
WTW
Willis Towers Watson PLC2022-03-31New Buy
+0.01%
216.82 ($228.91) 243.39
$199.44
-12.87%
New holding
2,050
DCT
Duck Creek Technologies Inc2022-03-31New Buy
0%
18.8 ($23.93) 30.4
$14.36
-39.99%
New holding
9,250
KKR
KKR & Co Inc2022-03-31Add
0%
50.85 ($62.99) 74.31
$46.73
-25.81%
Add 0.24%
1,420,650
MRVL
Marvell Technology Inc2022-03-31Add
0%
60.25 ($72.14) 89.43
$42.55
-41.02%
Add 8.7%
75,000
ROL
Rollins Inc2022-03-31Add
0%
28.97 ($32.43) 35.44
$35
7.92%
Add 0.4%
1,248,275
SBUX
Starbucks Corp2022-03-31Add
0%
79.29 ($94.44) 116.68
$79.26
-16.07%
Add 0.19%
529,318
TRU
TransUnion2022-03-31Add
0%
86.12 ($101.5) 118.22
$81.92
-19.29%
Add 1.64%
96,050
HGTY
Hagerty Inc2021-12-31New Buy
+0.49%
13.41 ($15.52) 18.8
$11.71
-24.55%
New holding
3,000,000
IFF
International Flavors & Fragrances Inc2021-12-31Reduce
-0.10%
135.47 ($145.73) 153.12
$119.26
-18.16%
Reduce -71.78%
23,000
ATVI
Activision Blizzard Inc2021-12-31Add
+0.09%
57.28 ($68.02) 81.19
$78.57
15.51%
Add 35.16%
453,600
DG
Dollar General Corp2021-12-31Add
+0.09%
205.61 ($221.07) 235.83
$246.35
11.44%
Add 87.25%
69,750
HCSG
Healthcare Services Group Inc2021-12-31Add
+0.06%
16.48 ($19.3) 25.19
$17.60
-8.81%
Add 33.79%
1,128,500
FDX
FedEx Corp2021-12-31New Buy
+0.05%
217.87 ($240.55) 258.64
$223.61
-7.04%
New holding
17,500
ALL
Allstate Corp2021-12-31Add
+0.04%
107.13 ($118.04) 129
$130.70
10.73%
Add 623.64%
39,800
REGN
Regeneron Pharmaceuticals Inc2021-12-31Add
+0.04%
543.48 ($616.19) 670.97
$595.40
-3.37%
Add 6.73%
79,300
DIS
The Walt Disney Co2021-12-31Add
+0.03%
142.15 ($161) 177.71
$96.14
-40.29%
Add 0.86%
1,880,165
AON
Aon PLC2021-12-31Add
+0.02%
285.28 ($299.8) 321.08
$273.92
-8.63%
Add 12.6%
58,100
GOOGL
Alphabet Inc2021-12-31Add
+0.02%
2673.19 ($2884.33) 2996.77
$2,174.75
-24.60%
Add 6%
13,250
OI
O-I Glass Inc2021-12-31Add
+0.02%
10.9 ($12.61) 14.96
$14.25
13.01%
Add 100%
240,000
PGR
Progressive Corp2021-12-31Add
+0.02%
90.01 ($95.62) 103.97
$118.48
23.91%
Add 2.63%
721,000
WSO
Watsco Inc2021-12-31Add
+0.02%
267.37 ($296.96) 315.96
$240.98
-18.85%
Add 1.09%
418,750
ILMN
Illumina Inc2021-12-31Sold Out
-0.02%
347.28 ($388.94) 421.83
$191.04
-50.88%
Sold Out
0
C
Citigroup Inc2021-12-31Sold Out
-0.02%
58.28 ($66.33) 72.53
$46.87
-29.34%
Sold Out
0
MMM
3M Co2021-12-31Add
+0.01%
170.04 ($178.14) 183.66
$128.49
-27.87%
Add 2.43%
253,200
ADI
Analog Devices Inc2021-12-31Add
+0.01%
164.02 ($177.37) 188.8
$142.91
-19.43%
Add 0.5%
1,062,671
ROK
Rockwell Automation Inc2021-12-31Add
+0.01%
292.75 ($332) 351.35
$198.71
-40.15%
Add 2.03%
150,900
SPOT
Spotify Technology SA2021-12-31Add
+0.01%
221.91 ($250.29) 300.95
$97.52
-61.04%
Add 202.08%
2,900
INTU
Intuit Inc2021-12-31Add
+0.01%
525.35 ($619.73) 694.66
$388.31
-37.34%
Add 33.33%
2,720
LMT
Lockheed Martin Corp2021-12-31Add
+0.01%
326.31 ($345.82) 376.33
$433.52
25.36%
Add 24.61%
9,113
TPL
Texas Pacific Land Corp2021-12-31Add
+0.01%
1151.79 ($1257) 1421.57
$1,526.97
21.48%
Add 14.49%
7,900
PYPL
PayPal Holdings Inc2021-12-31Sold Out
-0.01%
179.32 ($214.83) 271.7
$71.40
-66.76%
Sold Out
0
CRM
Salesforce Inc2021-12-31Sold Out
-0.01%
247.21 ($280.77) 309.96
$168.20
-40.09%
Sold Out
0
DHI
D.R. Horton Inc2021-12-31Sold Out
-0.01%
82.96 ($96.7) 109.65
$70.09
-27.52%
Sold Out
0
LEN.B
Lennar Corp2021-12-31Sold Out
-0.01%
75.96 ($86.81) 95.62
$62.10
-28.46%
Sold Out
0
TWTR
Twitter Inc2021-12-31Sold Out
-0.01%
42.07 ($51.61) 66.11
$38.23
-25.93%
Sold Out
0
MTCH
Match Group Inc2021-12-31Sold Out
-0.01%
122.81 ($144.36) 175.53
$71.49
-50.48%
Sold Out
0
CMCSA
Comcast Corp2021-12-31Add
0%
47.71 ($52) 57.4
$40.29
-22.52%
Add 0.76%
532,280
CARR
Carrier Global Corp2021-12-31Add
0%
50.3 ($54) 57.15
$36
-33.33%
Add 1.95%
235,000
CG
The Carlyle Group Inc2021-12-31Add
0%
46.55 ($54.62) 60.14
$32.09
-41.25%
Add 0.16%
1,237,000
CSGP
CoStar Group Inc2021-12-31New Buy
0%
75.23 ($83.73) 99.74
$61.32
-26.76%
New holding
3,100
EMN
Eastman Chemical Co2021-12-31Add
0%
102.11 ($111.44) 120.91
$88.95
-20.18%
Add 8.72%
17,450
KKR
KKR & Co Inc2021-12-31Add
0%
60.27 ($74.04) 83.4
$46.73
-36.89%
Add 0.07%
1,417,300
ICE
Intercontinental Exchange Inc2021-12-31Add
0%
114.7 ($132.79) 138.81
$95.23
-28.29%
Add 24.27%
5,120
WHR
Whirlpool Corp2021-12-31Add
0%
198.25 ($220.14) 238.28
$157.59
-28.41%
Add 0.39%
282,049
TMO
Thermo Fisher Scientific Inc2021-12-31New Buy
0%
569 ($625.69) 667.24
$548.27
-12.37%
New holding
300
ROP
Roper Technologies Inc2021-12-31Sold Out
0%
445.49 ($476.58) 498.43
$400.67
-15.93%
Sold Out
0
IAC
IAC/InterActiveCorp2021-12-31Sold Out
0%
122.47 ($137.28) 156.76
$76.74
-44.10%
Sold Out
0
ADI
Analog Devices Inc2021-09-30Add
+0.35%
158.98 ($167.71) 178.53
$142.91
-14.79%
Add 18.62%
1,057,421
MXIM Maxim Integrated Products Inc2021-09-30Sold Out
-0.34%
96.12 ($100.35) 106.63
$103.14
2.78%
Sold Out
0
IFF
International Flavors & Fragrances Inc2021-09-30Reduce
-0.14%
131.59 ($146.95) 156.78
$119.26
-18.84%
Reduce -47.76%
81,500
DG
Dollar General Corp2021-09-30New Buy
+0.10%
212.14 ($225.5) 238.22
$246.35
9.25%
New holding
37,250
REGN
Regeneron Pharmaceuticals Inc2021-09-30Add
+0.06%
574.03 ($621.14) 680.96
$595.40
-4.14%
Add 11.23%
74,300
TPL
Texas Pacific Land Corp2021-09-30Add
+0.04%
1209.36 ($1400.64) 1615.84
$1,526.97
9.02%
Add 53.33%
6,900
ATVI
Activision Blizzard Inc2021-09-30Add
+0.03%
72.81 ($83.7) 94.4
$78.57
-6.13%
Add 9.64%
335,600
WSO
Watsco Inc2021-09-30Add
+0.03%
264.62 ($280.67) 295.47
$240.98
-14.14%
Add 1.91%
414,250
AON
Aon PLC2021-09-30Add
+0.02%
226.79 ($268.54) 299.17
$273.92
2%
Add 14.92%
51,600
100/Page
Total 2870