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Tom Gayner Keeps Adding to Facebook, Apple, Starbucks

The guru purchased these stocks in the last 2 quarters

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Nov 02, 2017
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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%.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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