Markel Gayner Asset Management Corp Buys Goldman Sachs Group Inc, NVR Inc, The Scotts Miracle Gro Co, Sells Oaktree Capital Group LLC, Chipotle Mexican Grill Inc, Verizon Communications Inc

Glen Allen, VA, based Investment company Markel Gayner Asset Management Corp (Current Portfolio) buys Goldman Sachs Group Inc, NVR Inc, The Scotts Miracle Gro Co, Delta Air Lines Inc, Southwest Airlines Co, sells Oaktree Capital Group LLC, Chipotle Mexican Grill Inc, Verizon Communications Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Markel Gayner Asset Management Corp. As of 2019Q2, Markel Gayner Asset Management Corp owns 137 stocks with a total value of $6.5 billion. These are the details of the buys and sells.

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
  1. CarMax Inc (KMX) - 4,913,070 shares, 6.56% of the total portfolio.
  2. Berkshire Hathaway Inc (BRK.A) - 1,096 shares, 5.36% of the total portfolio.
  3. Berkshire Hathaway Inc (BRK.B) - 1,522,987 shares, 4.99% of the total portfolio. Shares added by 0.12%
  4. Brookfield Asset Management Inc (BAM) - 5,764,341 shares, 4.23% of the total portfolio. Shares added by 0.46%
  5. The Walt Disney Co (DIS) - 1,823,000 shares, 3.91% of the total portfolio. Shares added by 0.91%
New Purchase: Bank of New York Mellon Corp (BK)

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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