Tom Gayner, CIO of Markel Corp, likes companies that have survivability, companies that are ready, willing and able to answer the bell for the next round, want companies that in 20 years you will still be talking about, according to the shareholder meeting notes. This is the Q1 portfolio update of Markel Corp.
Tom Gayner buys SL Green Realty Corp., sells Friedman Billings Ramsey Group Inc., PEYTO ENERGY TR UT during the 3-months ended 03/31/2009, according to the most recent filings of his investment company, Markel Gayner Asset Management Corp. Tom Gayner owns 76 stocks with a total value of $991 million. These are the details of the buys and sells.
New Purchases: SLG,
Added Positions: LUK, SLB,
Sold Out: FBR,
For the details of Tom Gayner's stock buys and sells, go to the Link Here
This is the sector weightings of Tom Gayner's portfolio:
These are the top 5 holdings of $GuruName
Tom Gayner added to his holdings in Leucadia National Corp. by 30.67%. His purchase prices were between $10.85 and $20.31, with an estimated average price of $15.5. The impact to his portfolio due to this purchase was 0.1%. His holdings were 278,200 shares as of 03/31/2009.
LEUCADIA NATL is a diversified financial services holding companyprincipally engaged in personal and commercial lines of property and casualty insurance life insurance banking and lending and manufacturing. The Company concentrates on return on investment and cash flow to build long-term shareholder value rather than emphasizing volume or market share. Additionally the Company continuously evaluates the retention and disposition of its existing operations and investigates possible acquisitions of new businesses in order to maximize shareholder value. Leucadia National Corp. has a market cap of $4.73 billion; its shares were traded at around $19.84 with and P/S ratio of 4.38.
Added: Schlumberger Ltd. (SLB, Financial)
Tom Gayner added to his holdings in Schlumberger Ltd. by 73.08%. His purchase prices were between $36.73 and $45.06, with an estimated average price of $40.5. The impact to his portfolio due to this purchase was 0.06%. His holdings were 36,000 shares as of 03/31/2009.
Schlumberger Limited is a global technology services company consisting of two business segments Schlumberger Oilfield Services and SchlumbergerSema. Schlumberger Oilfield Services is the leading provider of exploration and production services solutions and technology to the international petroleum industry. SchlumbergerSema is a leading information technology services company providing a unique combination of domain expertise and global capabilities delivered on a local basis. Schlumberger Ltd. has a market cap of $62.25 billion; its shares were traded at around $52.05 with a P/E ratio of 12.33 and P/S ratio of 2.29. The dividend yield of Schlumberger Ltd. stocks is 1.61%. Schlumberger Ltd. had an annual average earning growth of 58.5% over the past 5 years.
New Purchase: SL Green Realty Corp. (SLG, Financial)
Tom Gayner initiated holdings in SL Green Realty Corp.. His purchase prices were between $8.44 and $19.65, with an estimated average price of $13.7. The impact to his portfolio due to this purchase was 0.05%. His holdings were 47,700 shares as of 03/31/2009.
SL Green Realty Corporation is a fully-integrated self administered and self-managed real estate investment trust and was formed for the purpose ofcontinuing the commercial real estate business of SL Green. For more than 18 years SL Green has been engaged in the business of owning managing leasing acquiring and repositioning Class B office properties in Manhattan. SL Green Realty Corp. has a market cap of $1.13 billion; its shares were traded at around $19.8 with a P/E ratio of 3.2 and P/S ratio of 1.02. The dividend yield of SL Green Realty Corp. stocks is 7.58%. SL Green Realty Corp. had an annual average earning growth of 11.5% over the past 10 years. GuruFocus rated SL Green Realty Corp. the business predictability rank of 3.5-star.
Sold Out: Friedman Billings Ramsey Group Inc. (FBR, Financial)
Tom Gayner sold out his holdings in Friedman Billings Ramsey Group Inc.. His sale prices were between $0.13 and $0.26, with an estimated average price of $0.2. The impact to his portfolio due to this sale was less than 0.01%.
Friedman Billings Ramsey Group Inc. is a full service investment banking firm focused on investment bankingresearchinstitutional brokerage & asset management.The Co seeks to identify rapidly changing industries & those that are not fully understood or appropriately valued by the market. Once an industry is identifiedthe Co develops a thorough understanding of the fundamentals & opportunities of that indst. The Co offers significant underwriting capabilities & brokerage services as well as advisory services in mergersacquisitions & strategic partnerships. Friedman Billings Ramsey Group Inc. has a market cap of $71.64 million; its shares were traded at around $0.45 with and P/S ratio of 0.12.
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Tom Gayner buys SL Green Realty Corp., sells Friedman Billings Ramsey Group Inc., PEYTO ENERGY TR UT during the 3-months ended 03/31/2009, according to the most recent filings of his investment company, Markel Gayner Asset Management Corp. Tom Gayner owns 76 stocks with a total value of $991 million. These are the details of the buys and sells.
New Purchases: SLG,
Added Positions: LUK, SLB,
Sold Out: FBR,
For the details of Tom Gayner's stock buys and sells, go to the Link Here
This is the sector weightings of Tom Gayner's portfolio:
| Technology |  0.9% |
|---|---|
| Financials | 47.7% |
| Consumer Services | 22.9% |
| Health Care | 2.9% |
| Consumer Goods | 8.2% |
| Industrials | 13% |
| Oil & Gas | 4.4% |
These are the top 5 holdings of $GuruName
- Berkshire Hathaway Inc. (BRK-B) - 31,443 shares, 8.94% of the total portfolio
- Berkshire Hathaway Inc. (BRK-A) - 898 shares, 7.85% of the total portfolio
- Fairfax Financial Holdings Ltd. (FFH) - 279,459 shares, 7.34% of the total portfolio
- CarMax Inc. (KMX) - 5,339,906 shares, 6.7% of the total portfolio
- DIAGEO plc (DEO) - 1,258,456 shares, 5.68% of the total portfolio
Tom Gayner added to his holdings in Leucadia National Corp. by 30.67%. His purchase prices were between $10.85 and $20.31, with an estimated average price of $15.5. The impact to his portfolio due to this purchase was 0.1%. His holdings were 278,200 shares as of 03/31/2009.
LEUCADIA NATL is a diversified financial services holding companyprincipally engaged in personal and commercial lines of property and casualty insurance life insurance banking and lending and manufacturing. The Company concentrates on return on investment and cash flow to build long-term shareholder value rather than emphasizing volume or market share. Additionally the Company continuously evaluates the retention and disposition of its existing operations and investigates possible acquisitions of new businesses in order to maximize shareholder value. Leucadia National Corp. has a market cap of $4.73 billion; its shares were traded at around $19.84 with and P/S ratio of 4.38.
Added: Schlumberger Ltd. (SLB, Financial)
Tom Gayner added to his holdings in Schlumberger Ltd. by 73.08%. His purchase prices were between $36.73 and $45.06, with an estimated average price of $40.5. The impact to his portfolio due to this purchase was 0.06%. His holdings were 36,000 shares as of 03/31/2009.
Schlumberger Limited is a global technology services company consisting of two business segments Schlumberger Oilfield Services and SchlumbergerSema. Schlumberger Oilfield Services is the leading provider of exploration and production services solutions and technology to the international petroleum industry. SchlumbergerSema is a leading information technology services company providing a unique combination of domain expertise and global capabilities delivered on a local basis. Schlumberger Ltd. has a market cap of $62.25 billion; its shares were traded at around $52.05 with a P/E ratio of 12.33 and P/S ratio of 2.29. The dividend yield of Schlumberger Ltd. stocks is 1.61%. Schlumberger Ltd. had an annual average earning growth of 58.5% over the past 5 years.
New Purchase: SL Green Realty Corp. (SLG, Financial)
Tom Gayner initiated holdings in SL Green Realty Corp.. His purchase prices were between $8.44 and $19.65, with an estimated average price of $13.7. The impact to his portfolio due to this purchase was 0.05%. His holdings were 47,700 shares as of 03/31/2009.
SL Green Realty Corporation is a fully-integrated self administered and self-managed real estate investment trust and was formed for the purpose ofcontinuing the commercial real estate business of SL Green. For more than 18 years SL Green has been engaged in the business of owning managing leasing acquiring and repositioning Class B office properties in Manhattan. SL Green Realty Corp. has a market cap of $1.13 billion; its shares were traded at around $19.8 with a P/E ratio of 3.2 and P/S ratio of 1.02. The dividend yield of SL Green Realty Corp. stocks is 7.58%. SL Green Realty Corp. had an annual average earning growth of 11.5% over the past 10 years. GuruFocus rated SL Green Realty Corp. the business predictability rank of 3.5-star.
Sold Out: Friedman Billings Ramsey Group Inc. (FBR, Financial)
Tom Gayner sold out his holdings in Friedman Billings Ramsey Group Inc.. His sale prices were between $0.13 and $0.26, with an estimated average price of $0.2. The impact to his portfolio due to this sale was less than 0.01%.
Friedman Billings Ramsey Group Inc. is a full service investment banking firm focused on investment bankingresearchinstitutional brokerage & asset management.The Co seeks to identify rapidly changing industries & those that are not fully understood or appropriately valued by the market. Once an industry is identifiedthe Co develops a thorough understanding of the fundamentals & opportunities of that indst. The Co offers significant underwriting capabilities & brokerage services as well as advisory services in mergersacquisitions & strategic partnerships. Friedman Billings Ramsey Group Inc. has a market cap of $71.64 million; its shares were traded at around $0.45 with and P/S ratio of 0.12.
Also check out:
