Tom Gayner (Trades, Portfolio), co-CEO of Markel Corp., bought shares of the following stocks in both the first and second quarters.
Choice Hotels International Inc. (CHH, Financial)
The guru increased his position by 20.43% in the first quarter and by 19.79% in the second quarter. The stock has a weight of 0.23% in the equity portfolio.
The hotel chain has a market cap of $4.94 billion. Its revenue of $10.07 billion has grown at an average 8.10% per annum over the last five years.
Ron Baron (Trades, Portfolio) is the largest guru shareholder of the company with 8.78% of outstanding shares, followed by Gayner with 0.30% and Pioneer Investments (Trades, Portfolio) with 0.05%.
Comcast Corp. (CMCSA, Financial)
Gayner increased his holding by 10.28% in the first quarter and 16.36% in the second quarter. The stock has a weight of 0.33% in the portfolio.
The telecom company has a market cap of $199.93 billion. Its revenue of $752.08 million has grown at an average annual rate of 10.90% over the last five years.
The company's largest guru shareholder is Dodge & Cox with 1.42% of outstanding shares, followed by First Eagle Investment (Trades, Portfolio) with 0.51% and First Pacific Advisors (Trades, Portfolio) with 0.17%.
Crown Holdings Inc. (CCK, Financial)
The investor boosted his holding by 226.67% in the first quarter and by 53.06% in the second quarter. The stock has a total weight of 0.07% in the portfolio.
The metal packaging producer has a market cap of $9.09 billion. Its revenue of $11.69 billion has grown 4.0% on average every year over the last five years.
Andreas Halvorsen (Trades, Portfolio)’s Viking Global Investors is the largest guru shareholder of the company with 1.70% of outstanding shares, followed by Pioneer Investments with 0.08% and Louis Moore Bacon (Trades, Portfolio) with 0.07%.
Delta Air Lines Inc. (DAL, Financial)
In the first quarter, the guru boosted his holding by 222.22% and by 71.84% in the second quarter. The stock has a weight of 0.26% in the portfolio.
The airline has a market cap of $37.84 billion. Its revenue of $45.70 billion has grown 7.20% on average every year over the last five years.
The largest guru shareholder of the company is Warren Buffett (Trades, Portfolio) with 10.91% of outstanding shares, followed by PRIMECAP Management (Trades, Portfolio) with 4.36%, Pioneer Investments with 0.28% and the T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.24%.
Equifax Inc. (EFX)
Gayner increased his position by 1,320% in the first quarter and by 64.79% in the second quarter. The stock has a weight of 0.12% in the portfolio.
The consumer credit reporting company has a market cap of $17.33 billion. Its revenue of $3.39 billion has grown at an average annual rate of 9.70% over the last five years.
The largest guru shareholder of the company is Al Gore (Trades, Portfolio) with 2.68% of outstanding shares, followed by First Eagle Investment with 0.11% and Caxton Associates (Trades, Portfolio) with 0.05%.
Mohawk Industries Inc. (MHK, Financial)
In the first quarter, the guru increased his holding by 131.71% and by 44.21% in the second quarter. The position has a weight of 0.31% in the portfolio.
The flooring products manufacturer has a market cap of $8.23 billion. Its revenue of $10.02 billion has grown 5.90% on average every year over the last five years.
The largest guru shareholder of the company is Richard Pzena (Trades, Portfolio) with 2.74% of outstanding shares, followed by Ruane Cunniff (Trades, Portfolio) with 1.96% and Steven Romick (Trades, Portfolio) with 0.96%.
The guru increased his position by 325.32% in the first quarter and by 71.15% in the second quarter. The holding has a weight of 0.29% in the portfolio.
The homebuilder has a market cap of $12.98 billion. Its revenue of $7.34 billion has grown at an average annual rate of 14.90% over the last five years.
The largest guru shareholder of the company is Diamond Hill Capital (Trades, Portfolio) with 2.91% of outstanding shares, followed by Jim Simons (Trades, Portfolio)' Renaissance Technologies with 0.88% and the Smead Value Fund (Trades, Portfolio) with 0.70%.
Disclosure: I do not own any stocks mentioned.
Read more here:
- Lee Ainslie Trims Microsoft Position, Exits Anthem
- Richard Pzena Trims Franklin Resources, AIG Positions
- Zuckerberg Sells Shares of Facebook
Not a Premium Member of GuruFocus? Sign up for a free 7-day trial here.
