Tom Gayner

Tom Gayner

Last Update: 08-03-2018

Number of Stocks: 133
Number of New Stocks: 11

Total Value: $5,449 Mil
Q/Q Turnover: 2%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Tom Gayner' s Profile & Performance

Profile

Tom Gayner is the Executive Vice President and Chief Investment Officer Of Markel Corp and President, Markel Gayner Asset Management, Inc., the investment subsidiary Of Markel Corp since December of 1990. The asset under management is about $2 billion.

Investing Philosophy

As the CIO of Markel Corp, Tom Gayner is certainly a value investor. He thinks stock is part of a business and the business is worth what the present value of the future cash flows are. "We operate with a Margin of Safety in the investment portfolio." He said. He has also relatively concentrated portfolio. He believes that he can earn the best returns by concentrating his focus and portfolio in promising areas where he has the best understanding and knowledge.

Total Holding History

Performance of Markel Corp. Equity Portfolio

YearReturn (%)S&P500 (%)Excess Gain (%)
20113.81.91.9
201020.815.055.7
200925.726.35-0.6
3-Year Cumulative57.6 (16.4%/year)48.1 (14%/year)9.5 (2.4%/year)
2008-34-36.792.8
2007-0.45.14-5.5
5-Year Cumulative3.6 (0.7%/year)-1.6 (-0.3%/year)5.2 (1%/year)
200625.915.8510.0
2005-0.34.83-5.1
200415.210.74.5
20033128.192.8
2002-8.8-21.5812.8
10-Year Cumulative79 (6%/year)33 (2.9%/year)46 (3.1%/year)
200116.9-11.7628.7
200026.4-9.7536.1
1999-10.320.4-30.7
199813.328.7-15.4
199731.433.47-2.1
15-Year Cumulative253.2 (8.8%/year)119.1 (5.4%/year)134.1 (3.4%/year)
199626.922.494.4

Top Ranked Articles

Markel's Tom Gayner Buys Chipotle, Shake Shack Buffett-style investor followed up a record-breaking year selecting 6 new names
Co-CEO of Berkshire Hathaway-style insurer Markel Corp. (MRKL) and noted investor Tom Gayner (Trades, Portfolio) followed up a record-breaking year selecting six new names to add to the portfolio in the first quarter. Read more...
Tom Gayner’s Top 6 Buys in 2nd Quarter Guru establishes positions in Warren Buffett holding Wells Fargo and two airlines
Markel Corp. (NYSE:MKL) co-CEO Tom Gayner (Trades, Portfolio) disclosed on Friday that his top six buys for the second quarter are Verizon Communications Inc. (NYSE:VZ), Southwest Airlines Co. (NYSE:LUV), Activision Blizzard Inc. (NASDAQ:ATVI), AutoNation Inc. (NYSE:AN), Delta Air Lines Inc. (NYSE:DAL) and Electronic Arts Inc. (NASDAQ:EA). Read more...
Markel Ventures: A Deepish Sort of Dive Markel Ventures is a big part of the future of Markel. What's a long-time owner to think?
As a bona fide scaredy-cat of acquisitions, it's comical that some of my favorite companies are serial acquirers. The longer you've studied Buffett and Munger, the more you're reminded that investment bankers pitching deals is usually bad for business. Avoid the temptation and stick to your knitting. The more deals you do, the more likely you'll overpay or have an integration issue or forget one key variable. If you're really lucky, you get to have your own personal Dexter shoes incident. Read more...
Tom Gayner’s Top 6 Holdings as of June Guru’s top holdings include Berkshire Hathaway and CarMax
Tom Gayner (Trades, Portfolio)’s top five holdings as of June include Warren Buffett (Trades, Portfolio)’s Berkshire Hathaway Inc. (NYSE:BRK.A)(NYSE:BRK.B), CarMax Inc. (NYSE:KMX), Brookfield Asset Management Inc. (NYSE:BAM), Marriott International Inc. (NASDAQ:MAR), Diageo PLC (NYSE:DEO) and Walt Disney Co. (NYSE:DIS). Read more...
Warren Buffett’s Apple Eclipses $1 Trillion Market Cap The 'Oracle of Omaha’s' top holding reaches trillion-dollar market capitalization ahead of Amazon and Google
Apple Inc. (NASDAQ:AAPL), Warren Buffett (Trades, Portfolio)’s top holding, reached a market capitalization of $1 trillion Thursday morning, beating FAANG rivals Amazon.com Inc. (NASDAQ:AMZN) and Alphabet Inc. (NASDAQ:GOOGL)(NASDAQ:GOOG). Despite this, the Berkshire Hathaway Inc. (NYSE:BRK.A)(NYSE:BRK.B) CEO's favorite market indicator is still near its all-time high of 148.50%. Read more...
» More Tom Gayner Articles

Commentaries and Stories

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Robert Olstein’s 5 New Positions for 2nd Quarter Top buys include Disney and Goldman Sachs Robert Olstein, Tom Gayner, David Carlson - Robert Olstein’s 5 New Positions For 2nd Quarter
Robert Olstein (Trades, Portfolio), chairman and chief investment officer of Olstein Funds, disclosed on Wednesday five new positions for the second quarter: Walt Disney Co. (NYSE:DIS), Generac Holdings Inc. (NYSE:GNRC), Goldman Sachs Group Inc. (NYSE:GS), Lam Research Corp. (NASDAQ:LRCX) and Home BancShares Inc. (NASDAQ:HOMB). More...

ROBERT OLSTEIN, TOM GAYNER, DAVID CARLSON


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Warren Buffett’s Market Indicator Remains Near All-Time High The 'Oracle of Omaha’s' top holding sets new intraday high close to $209 Warren Buffett, Tom Gayner, Charlie Munger - Warren Buffett’s Market Indicator Remains Near All-Time High
On Monday, Warren Buffett (Trades, Portfolio)’s favorite market indicator reached 144.4%, approximately 4.1% from its all-time high. Apple Inc. (NASDAQ:AAPL), Buffett’s top holding, set a new intraday high in morning trading. More...

WARREN BUFFETT, TOM GAYNER, CHARLIE MUNGER, MARKET VALUATION, MARKETS, MOST BROADLY HELD, UNDERVALUED PREDICTABLE


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Tom Gayner’s Top 6 Buys in 2nd Quarter Guru establishes positions in Warren Buffett holding Wells Fargo and two airlines Tom Gayner - Tom Gayner’s Top 6 Buys In 2nd Quarter
Markel Corp. (NYSE:MKL) co-CEO Tom Gayner (Trades, Portfolio) disclosed on Friday that his top six buys for the second quarter are Verizon Communications Inc. (NYSE:VZ), Southwest Airlines Co. (NYSE:LUV), Activision Blizzard Inc. (NASDAQ:ATVI), AutoNation Inc. (NYSE:AN), Delta Air Lines Inc. (NYSE:DAL) and Electronic Arts Inc. (NASDAQ:EA). More...

WARREN BUFFETT,, TOM GAYNER, DAVID HERRO


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Tom Gayner Exits Flowserve, Gilead, IBM Guru's largest sales of the 2nd quarter Tom Gayner - Tom Gayner Exits Flowserve, Gilead, IBM
Value investor and co-CEO of Markel Corp., Tom Gayner (Trades, Portfolio), sold shares of the following stocks during the second quarter. More...

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Warren Buffett’s Apple Eclipses $1 Trillion Market Cap The 'Oracle of Omaha’s' top holding reaches trillion-dollar market capitalization ahead of Amazon and Google Warren Buffett, Tom Gayner, Charlie Munger - Warren Buffett’s Apple Eclipses $1 Trillion Market Cap
Apple Inc. (NASDAQ:AAPL), Warren Buffett (Trades, Portfolio)’s top holding, reached a market capitalization of $1 trillion Thursday morning, beating FAANG rivals Amazon.com Inc. (NASDAQ:AMZN) and Alphabet Inc. (NASDAQ:GOOGL)(NASDAQ:GOOG). Despite this, the Berkshire Hathaway Inc. (NYSE:BRK.A)(NYSE:BRK.B) CEO's favorite market indicator is still near its all-time high of 148.50%. More...

WARREN BUFFETT, TOM GAYNER, CHARLIE MUNGER, MARKET VALUATION, $1000 STOCK CLUB


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Tom Gayner’s Top 6 Holdings as of June Guru’s top holdings include Berkshire Hathaway and CarMax Tom Gayner, Warren Buffett, PRIMECAP Management, R - Tom Gayner’s Top 6 Holdings As Of June
Tom Gayner (Trades, Portfolio)’s top five holdings as of June include Warren Buffett (Trades, Portfolio)’s Berkshire Hathaway Inc. (NYSE:BRK.A)(NYSE:BRK.B), CarMax Inc. (NYSE:KMX), Brookfield Asset Management Inc. (NYSE:BAM), Marriott International Inc. (NASDAQ:MAR), Diageo PLC (NYSE:DEO) and Walt Disney Co. (NYSE:DIS). More...

TOM GAYNER, WARREN BUFFETT, PRIMECAP MANAGEMENT, RUANE CUNNIFF, CHUCK AKRE, LOU SIMPSON, JOEL GREENBLATT


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Markel Ventures: A Deepish Sort of Dive Markel Ventures is a big part of the future of Markel. What's a long-time owner to think? Tom Gayner,Warren Buffett - Markel Ventures: A Deepish Sort Of Dive
As a bona fide scaredy-cat of acquisitions, it's comical that some of my favorite companies are serial acquirers. The longer you've studied Buffett and Munger, the more you're reminded that investment bankers pitching deals is usually bad for business. Avoid the temptation and stick to your knitting. The more deals you do, the more likely you'll overpay or have an integration issue or forget one key variable. If you're really lucky, you get to have your own personal Dexter shoes incident. More...

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Mattel Tries to Recast Its Misfit Image Gurus piling on shares have not abandoned the old-fashioned toymaker Mason Hawkins, Tom Gayner, PRIMECAP Management, Do - Mattel Tries To Recast Its Misfit Image
Sometimes, it takes a pack of the world’s savviest investors to recognize the intrinsic value of a company that sells products that might be better off on the island of misfit toys. More...

BARBIE, HOT WHEELS, MATTEL, GURUS,


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Discussion at Markel Last month, I had the great privilege to visit Markel and speak with Tom Gayner and a few of his colleagues Tom Gayner - Discussion At Markel
I sent this to Saber Capital clients last week, and I wanted to post it here on the site as well. More...

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Tom Gayner Sells Monsanto, Moody Fund's largest sales of the 1st quarter Tom Gayner - Tom Gayner Sells Monsanto, Moody
Tom Gayner (Trades, Portfolio) sold shares in the following stocks during the first quarter. More...

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Markel's Tom Gayner Buys Chipotle, Shake Shack Buffett-style investor followed up a record-breaking year selecting 6 new names Tom Gayner - Markel's Tom Gayner Buys Chipotle, Shake Shack
Co-CEO of Berkshire Hathaway-style insurer Markel Corp. (MRKL) and noted investor Tom Gayner (Trades, Portfolio) followed up a record-breaking year selecting six new names to add to the portfolio in the first quarter. More...

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Charles de Vaulx’s IVA Worldwide Fund Discloses Top 4 Buys of 4th Quarter Fund releases quarterly portfolio Charles de Vaulx, Tom Gayner, Steven Cohen, Jeremy - Charles De Vaulx’s IVA Worldwide Fund Discloses Top 4 Buys Of 4th Quarter
Charles de Vaulx (Trades, Portfolio), manager of the International Value Funds, disclosed Wednesday his IVA Worldwide Fund established 10 positions during fourth-quarter 2017. The fund’s top four buys are AIB Group PLC (LSE:AIBG), Schlumberger Ltd. (NYSE:SLB), DaVita Inc. (NYSE:DVA) and Omnicom Group Inc. (NYSE:OMC). More...

CHARLES DE VAULX, TOM GAYNER, STEVEN COHEN, JEREMY GRANTHAM, IVA INTERNATIONAL FUND


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Gayner Dumps Oil and Gas for a Bet on DNA Technology The guru apparently got turned off by weak earnings of industry leaders like Exxon Mobil Tom Gayner - Gayner Dumps Oil And Gas For A Bet On DNA Technology
Investment guru Tom Gayner (TradesPortfolio) dumped his stake in two high-profile oil and gas companies for a position in a California-based company that provides DNA sequencing technology to academic and commercial labs. More...

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Tom Gayner Keeps Adding to Facebook, Apple, Starbucks The guru purchased these stocks in the last 2 quarters Tom Gayner,Frank Sands,Pioneer Investments,Jim Sim - Tom Gayner Keeps Adding To Facebook, Apple, Starbucks
Markel Corp. (NYSE:MKL) 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: More...

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Tom Gayner Starts 3 New Positions, Exits 2 Others in 3rd Quarter Guru releases quarterly portfolio Tom Gayner,Pioneer Investments,Mario Gabelli,Jim S - Tom Gayner Starts 3 New Positions, Exits 2 Others In 3rd Quarter
Markel Gayner Asset Management Corp.’s Tom Gayner (Trades, Portfolio) established three new positions and exited two others in the third quarter. More...

GAYNER, 3Q, BUYS, SELLS, TRADES, MARKEL GAYNER


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Despite Earnings Beat, Hasbro Falls on Holiday Sales Projections Company’s holiday sales expected to be impacted by Toys R Us bankruptcy Tom Gayner,Jim Simons,Joel Greenblatt,Manning & Na - Despite Earnings Beat, Hasbro Falls On Holiday Sales Projections
Toymaker Hasbro Inc. (NASDAQ:HAS) reported its third-quarter results on Oct. 23 before the opening bell. More...

HASBRO, EARNINGS, 3Q, HOLIDAYS, BEAT, DECLINE, TOYS R US


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5 Real Estate Companies Gurus Are Buying These popular stocks have positions in several gurus' portfolios John Rogers,Tom Gayner,Ken Fisher,Paul Singer,Ruan - 5 Real Estate Companies Gurus Are Buying
According to the GuruFocus All-In-One Screener, the following aerospace and defense stocks have positions in gurus' portfolios. More...

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9 Stocks Tom Gayner Keeps Buying The guru bought these stocks in the last 2 quarters Tom Gayner - 9 Stocks Tom Gayner Keeps Buying
Markel's Tom Gayner (Trades, Portfolio) bought the following stocks in both the first and second quarters of 2017:  More...

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Markel’s Gayner Starts 5 Positions in Market-Beating Portfolio Noted investor makes small new selections for second quarter Tom Gayner - Markel’s Gayner Starts 5 Positions In Market-Beating Portfolio
Tom Gayner (Trades, Portfolio), co-chief executive officer of Markel Gayner Asset Management Corp., bought traces of five companies in the second quarter for the diversified portfolio he manages for the subsidiary of insurance holding company Markel Corp. (MKL), he disclosed Monday. More...

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