- New Purchases: BK, TRUP, BUD, BLL, GT, LEN,
- Added Positions: GS, SMG, NVR, DAL, LUV, AXP, MHK, ADI, PGR, WHR, GOOG, MSFT, WSO, AAPL, MAR, ITW, EFX, CMCSA, SBUX, HEI.A, AMZN, BLK, CHH, TSN, TXN, MA, TRU, SRCL, BX, ECL, CCK, HXL, MMM, WFC, ATVI, EA, CG, HCSG, APO, AN, KKR, MCHP, MCK, SHAK, SYF, DHI, JPM, C,
- Reduced Positions: OAK, FB, BKNG,
- Sold Out: CMG, VZ,
For the details of Tom Gayner's stock buys and sells, go to https://www.gurufocus.com/guru/tom+gayner/current-portfolio/portfolioportfolio
These are the top 5 holdings of Tom Gayner- CarMax Inc (KMX) - 4,913,070 shares, 6.56% of the total portfolio.
- Berkshire Hathaway Inc (BRK.A) - 1,096 shares, 5.36% of the total portfolio.
- Berkshire Hathaway Inc (BRK.B) - 1,522,987 shares, 4.99% of the total portfolio. Shares added by 0.12%
- Brookfield Asset Management Inc (BAM) - 5,764,341 shares, 4.23% of the total portfolio. Shares added by 0.46%
- The Walt Disney Co (DIS) - 1,823,000 shares, 3.91% of the total portfolio. Shares added by 0.91%
Markel Gayner Asset Management Corp initiated holding in Bank of New York Mellon Corp. The purchase prices were between $42.69 and $53.44, with an estimated average price of $46.99. The stock is now traded at around $46.03. The impact to a portfolio due to this purchase was 0.05%. The holding were 80,000 shares as of .
New Purchase: Trupanion Inc (TRUP)Markel Gayner Asset Management Corp initiated holding in Trupanion Inc. The purchase prices were between $29.33 and $36.8, with an estimated average price of $32.82. The stock is now traded at around $31.45. The impact to a portfolio due to this purchase was 0.01%. The holding were 25,000 shares as of .
New Purchase: Lennar Corp (LEN)Markel Gayner Asset Management Corp initiated holding in Lennar Corp. The purchase prices were between $47.55 and $53.66, with an estimated average price of $51.55. The stock is now traded at around $47.98. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 4,900 shares as of .
New Purchase: Anheuser-Busch InBev SA/NV (BUD)Markel Gayner Asset Management Corp initiated holding in Anheuser-Busch InBev SA/NV. The purchase prices were between $81 and $90.08, with an estimated average price of $85.78. The stock is now traded at around $100.19. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 3,000 shares as of .
New Purchase: Ball Corp (BLL)Markel Gayner Asset Management Corp initiated holding in Ball Corp. The purchase prices were between $57.05 and $69.99, with an estimated average price of $62.05. The stock is now traded at around $74.73. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 3,000 shares as of .
New Purchase: Goodyear Tire & Rubber Co (GT)Markel Gayner Asset Management Corp initiated holding in Goodyear Tire & Rubber Co. The purchase prices were between $13.41 and $20.51, with an estimated average price of $16.9. The stock is now traded at around $12.73. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 20,000 shares as of .
Added: Goldman Sachs Group Inc (GS)Markel Gayner Asset Management Corp added to a holding in Goldman Sachs Group Inc by 76.22%. The purchase prices were between $182.49 and $207.9, with an estimated average price of $197.97. The stock is now traded at around $209.37. The impact to a portfolio due to this purchase was 0.41%. The holding were 297,600 shares as of .
Added: NVR Inc (NVR)Markel Gayner Asset Management Corp added to a holding in NVR Inc by 71.15%. The purchase prices were between $2766.99 and $3459.62, with an estimated average price of $3206.3. The stock is now traded at around $3404.29. The impact to a portfolio due to this purchase was 0.12%. The holding were 5,605 shares as of .
Added: The Scotts Miracle Gro Co (SMG)Markel Gayner Asset Management Corp added to a holding in The Scotts Miracle Gro Co by 26.85%. The purchase prices were between $79.68 and $98.5, with an estimated average price of $88.85. The stock is now traded at around $110.01. The impact to a portfolio due to this purchase was 0.12%. The holding were 378,000 shares as of .
Added: Southwest Airlines Co (LUV)Markel Gayner Asset Management Corp added to a holding in Southwest Airlines Co by 68.72%. The purchase prices were between $47.6 and $54.23, with an estimated average price of $51.81. The stock is now traded at around $50.62. The impact to a portfolio due to this purchase was 0.11%. The holding were 356,000 shares as of .
Added: Delta Air Lines Inc (DAL)Markel Gayner Asset Management Corp added to a holding in Delta Air Lines Inc by 71.84%. The purchase prices were between $51.5 and $58.43, with an estimated average price of $56.04. The stock is now traded at around $60.13. The impact to a portfolio due to this purchase was 0.11%. The holding were 299,000 shares as of .
Added: Mohawk Industries Inc (MHK)Markel Gayner Asset Management Corp added to a holding in Mohawk Industries Inc by 44.21%. The purchase prices were between $126.82 and $152.29, with an estimated average price of $138.45. The stock is now traded at around $120.38. The impact to a portfolio due to this purchase was 0.1%. The holding were 137,000 shares as of .
Sold Out: Chipotle Mexican Grill Inc (CMG)Markel Gayner Asset Management Corp sold out a holding in Chipotle Mexican Grill Inc. The sale prices were between $641.66 and $740.59, with an estimated average price of $704.23.
Sold Out: Verizon Communications Inc (VZ)Markel Gayner Asset Management Corp sold out a holding in Verizon Communications Inc. The sale prices were between $54.35 and $59.5, with an estimated average price of $57.65.
Reduced: Oaktree Capital Group LLC (OAK)Markel Gayner Asset Management Corp reduced to a holding in Oaktree Capital Group LLC by 66.03%. The sale prices were between $48.31 and $50.62, with an estimated average price of $49.52. The stock is now traded at around $50.70. The impact to a portfolio due to this sale was -0.59%. Markel Gayner Asset Management Corp still held 362,000 shares as of .
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