Markel Corp. (MKL, Financial) Executive Vice President and Chief Investment Officer and Markel Gayner Asset Management Inc. President Tom Gayner (Trades, Portfolio) manages a portfolio with a total value of $5.023 billion. In both the second and third quarters the guru bought shares in the following stocks:
Starbucks Corp. (SBUX)
In the second quarter, the guru raised his stake by 50% and in the third quarter increased it by 33%.
The company that operates in the restaurants industry sells a variety of coffee and tea products. It has a market cap of $79.6 billion and an enterprise value of $80.54 billion.
Frank Sands (Trades, Portfolio) is the largest shareholder among the gurus with 0.89% of outstanding shares followed by Pioneer Investments (Trades, Portfolio) with 0.48% and Jim Simons (Trades, Portfolio) with 0.27%.
McKesson Corp. (MCK)
Gayner increased his holding by 65.93% in the second quarter and added 72.85% in the third quarter. The guru holds 0.01% of outstanding shares of the company with a market cap of $29.12 billion and an enterprise value of $35.09 billion. It operates as a provider of pharmaceutical supplies and other services across the health care industry.
The largest shareholder among the gurus is Vanguard Health Care Fund (Trades, Portfolio) with 3.84% of outstanding shares followed by Richard Pzena (Trades, Portfolio) with 1.01%, Larry Robbins (Trades, Portfolio) with 0.57% and Simons with 0.48%.
Rockwell Collins Inc. (COL)
During the second quarter, the guru raised his stake by 86.67% and in the third quarter increased it by 32.14%. The guru holds 0.02% of outstanding shares of the company that produces communications and aviation electronics. It has a market cap of $22.12 billion and an enterprise value of $28.57 billion.
HOTCHKIS & WILEY is the largest shareholder among the gurus with 0.78% of outstanding shares followed by PRIMECAP Management (Trades, Portfolio) with 0.54%, Simons with 0.45%, Pioneer Investments with 0.15% and Steven Cohen (Trades, Portfolio) with 0.04%.
Hexcel Corp. (HXL)
The investor boosted his stake by 96.97% during the second quarter and then added another 32.31% in the third quarter. The guru holds 0.1% of outstanding shares of the composite company that develops and markets carbon fibers and other related products for use in the Commercial Aerospace and Space and Defense markets. It has a market cap of $5.54 billion and an enterprise value of $6.25 billion.
The largest shareholder among the gurus is Lou Simpson (Trades, Portfolio) with 2.97% of outstanding shares followed by Robert Karr (Trades, Portfolio) with 0.8%, Cohen with 0.6%, Simons with 0.19% and Caxton Associates (Trades, Portfolio) with 0.08%.
Albemarle Corp. (ALB)
In the second quarter Gayner raised his shares by 286.67% and then added another 25.86% in the third quarter. The guru holds 0.07% of outstanding shares of the manufacturer and marketer of the engineered specialty chemicals company that has a market cap of $15.72 billion and an enterprise value of $16.58 billion.
Spiros Segalas (Trades, Portfolio) is the largest shareholder among the gurus with 2.35% of outstanding shares followed by Steve Mandel (Trades, Portfolio) with 1.05%, First Eagle Investment (Trades, Portfolio) with 0.5%, Chuck Royce (Trades, Portfolio) with 0.35% and David Carlson (Trades, Portfolio) with 0.07%.
Tyson Foods Inc. Class A (TSN)
The guru boosted his position by 100% in the second quarter and in the third quarter increased it by 25.35%. The guru holds 0.05% of outstanding shares.
Tyson Foods processes and distributes beef, chicken, pork and related products. It has a market cap of $26.34 billion and an enterprise value of $36.95 billion.
The largest shareholder among the gurus is T Rowe Price Equity Income Fund (Trades, Portfolio) with 1.04% of outstanding shares followed by Cohen with 0.33%, Barrow, Hanley, Mewhinney & Strauss with 0.33% and First Eagle Investment with 0.16%.
Apple Inc. (AAPL)
In the second quarter, the investor increased his stake by 14.43% and by 9.70% in the third quarter. The American company designs, manufactures and sells media devices, PC and related devices; it has a market cap of $862.02 billion and enterprise value of $893.6 billion.
Warren Buffett (Trades, Portfolio) is the largest shareholder among the gurus with 2.52% of outstanding shares followed by Ken Fisher (Trades, Portfolio) with 0.21% and Segalas with 0.21%.
Facebook Inc. Class A (FB)
In the second quarter, the guru raised his stake by 24.48% and in the third quarter increased it by 10.15%. The world’s largest online social network has a market cap of $530.48 billion and an enterprise value of $495.03 billion.
Sands is the largest shareholder among the gurus with 0.52% of outstanding shares followed by Segalas with 0.28%, Andreas Halvorsen (Trades, Portfolio) with 0.21%, Mandel with 0.21% and Lee Ainslie (Trades, Portfolio) with 0.21%.
Dollar Tree Inc. (DLTR)
Gayner also boosted his position by 34.78% in the second quarter and by 41.94% in the third quarter. The guru holds 0.04% of outstanding shares of the operator of discount retail stores in the U.S. and Canada. It has a market cap of $21.58 billion and an enterprise value of $26.64 billion.
The largest shareholder among the gurus is Ainslie with 3.44% of outstanding shares followed by Chuck Akre (Trades, Portfolio) with 2.05%, Simons with 0.76%, Cohen with 0.58%, Wallace Weitz (Trades, Portfolio) with 0.13% and Joel Greenblatt (Trades, Portfolio) with 0.1%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
