Tom Gayner

Tom Gayner

13F
Markel Gayner Asset Management Corp
Last update 2024-08-02 134 Stocks (2 new)
Value $10.17 Bil Turnover 2 %
Countries:
Top Holdings: BRK.A(6.71%)BRK.B(6.13%)GOOG(4.96%)AMZN(3.86%)BN(3.56%)
Portfolio Report

Tom Gayner Profile

Thomas Gayner is Co-Chief Executive Officer of Markel Corporation. He oversees the investing activities for the company, as well as the Markel Ventures diverse industrial and service businesses. Gayner joined Markel in 1990 to form Markel Gayner Asset Management which provided equity investment counsel for Markel Corporation as well as outside clients.
Prior to joining Markel, Mr. Gayner served as vice president of Davenport & Co of Virginia and as a Certified Public Accountant with PriceWaterhouseCoopers LLP.
Gayner serves as the Chairman of the Board of the Davis Series Mutual Funds and on the boards of the Colfax Corporation, Graham Holdings, Cable One and Markel. He is a trustee of The Community Foundation of Richmond, Bon Secours Health System, and a member of the Investment Advisory Committee of the Virginia Retirement System. He is a graduate of the University of Virginia and The Lawrenceville School.

Tom Gayner Investing Philosophy

Gayner outlined in Markel's 2019 Letter to Shareholders a four-part discipline:
First, Markel looks for businesses earning good rates of return that use only modest leverage to do so.
Second, the firm looks for management teams with equal measure of talent and integrity.
Third, Markel looks for businesses with opportunities to reinvest its capital and grow organically or by acquisition, and/or with capital discipline to repurchase shares or pay dividends.
And fourth, the firm looks to acquire these holdings at fair prices: The long term returns should be similar to the underlying growth in intrinsic value of the company itself.
Summary Stock Picks Current Portfolio

Tom Gayner Portfolio and Latest Trades

Type:
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FNV 		Franco-Nevada Corp2024-06-30New Buy
+0.29%
●
116.08 ($121.52) 129.07
$117.88
-3.00%
New holding
245,000
245,000
CVS 		CVS Health Corp2024-06-30Reduce
-0.22%
●
53.63 ($62.55) 79.56
$57.75
-7.67%
Reduce -85.84%
47,000
-285,000
ODFL 		Old Dominion Freight Line Inc2024-06-30Add
+0.15%
●
168.53 ($188.59) 224.69
$184.82
-2.00%
Add 43.33%
279,500
84,500
YUM 		Yum Brands Inc2024-06-30Add
+0.09%
●
131.96 ($137.64) 143.19
$133.87
-2.74%
Add 435.55%
86,502
70,350
DE 		Deere & Co2024-06-30Add
+0.08%
●
364.98 ($390.01) 414.02
$381.56
-2.17%
Add 2.62%
845,350
21,550
LPLA 		LPL Financial Holdings Inc2024-06-30Add
+0.08%
●
256.41 ($271.44) 288.82
$211.43
-22.11%
Add 6.05%
481,791
27,500
APD 		Air Products & Chemicals Inc2024-06-30Add
+0.06%
●
227.76 ($253.65) 285.31
$268.71
5.94%
Add 153.33%
38,000
23,000
LIN 		Linde PLC2024-06-30Add
+0.05%
●
419.62 ($440) 464.7
$456.85
3.83%
Add 9.13%
143,500
12,000
EA 		Electronic Arts Inc2024-06-30Reduce
-0.04%
●
125.24 ($131.75) 141.23
$144.01
9.31%
Reduce -38.37%
49,800
-31,000
FDX 		FedEx Corp2024-06-30Add
+0.04%
●
245.11 ($261.58) 299.84
$283.04
8.20%
Add 7.74%
181,000
13,000
HCA 		HCA Healthcare Inc2024-06-30Add
+0.04%
●
297 ($324.92) 343.29
$387.98
19.41%
Add 63.8%
35,105
13,673
URI 		United Rentals Inc2024-06-30Add
+0.04%
●
616.21 ($664.6) 712.69
$681.10
2.48%
Add 41.94%
22,000
6,500
CHH 		Choice Hotels International Inc2024-06-30Add
+0.03%
●
109.76 ($117.91) 126.22
$122.91
4.24%
Add 30.77%
110,500
26,000
DG 		Dollar General Corp2024-06-30Add
+0.03%
●
124.12 ($139.65) 159.55
$82.58
-40.87%
Add 3.26%
697,250
22,000
GPK 		Graphic Packaging Holding Co2024-06-30Add
+0.03%
●
25.85 ($27.62) 29.4
$29.07
5.25%
Add 38.99%
334,725
93,901
NSP 		Insperity Inc2024-06-30Add
+0.03%
●
91.21 ($101.29) 109.52
$86.74
-14.36%
Add 213.5%
52,906
36,030
LOW 		Lowe's Companies Inc2024-06-30Add
+0.03%
●
214.27 ($228.13) 249.28
$243.81
6.87%
Add 1.88%
675,980
12,500
MAR 		Marriott International Inc2024-06-30Add
+0.03%
●
228.38 ($240.03) 258.55
$227.60
-5.18%
Add 144.44%
22,000
13,000
MMC 		Marsh & McLennan Companies Inc2024-06-30Add
+0.03%
●
196.29 ($205.42) 215.75
$227.85
10.92%
Add 1.8%
706,500
12,500
TMO 		Thermo Fisher Scientific Inc2024-06-30Add
+0.03%
●
541.52 ($572.88) 599.02
$611.33
6.71%
Add 19.03%
29,400
4,700
CABO 		Cable One Inc2024-06-30Add
+0.02%
●
338 ($382.57) 424.31
$345.23
-9.76%
Add 11.85%
53,800
5,700
FERG 		Ferguson Enterprises Inc2024-06-30Add
+0.02%
●
190.98 ($209.74) 223.85
$190.20
-9.32%
Add 22.61%
70,500
13,000
THG 		The Hanover Insurance Group Inc2024-06-30Add
+0.02%
●
120.84 ($130.04) 137.56
$145.56
11.93%
Add 5.73%
240,000
13,000
HSY 		The Hershey Co2024-06-30Add
+0.02%
●
182 ($193.48) 209.51
$199.80
3.27%
Add 126.32%
21,500
12,000
LAMR 		Lamar Advertising Co2024-06-30Add
+0.02%
●
110.64 ($116.37) 121.82
$122.56
5.32%
Add 22.08%
94,000
17,000
META 		Meta Platforms Inc2024-06-30Add
+0.02%
●
430.17 ($486.09) 527.34
$500.40
2.94%
Add 1.23%
270,981
3,300
MSFT 		Microsoft Corp2024-06-30Add
+0.02%
●
389.33 ($422.32) 452.85
$401.81
-4.86%
Add 0.92%
507,480
4,650
SBUX 		Starbucks Corp2024-06-30Add
+0.02%
●
72.5 ($81.44) 91.53
$91.15
11.92%
Add 4.99%
568,318
27,000
UNH 		UnitedHealth Group Inc2024-06-30Add
+0.02%
●
439.2 ($490.13) 524.63
$596.88
21.78%
Add 29.28%
20,814
4,714
VRSK 		Verisk Analytics Inc2024-06-30Add
+0.02%
●
217.96 ($244.72) 272.27
$271.75
11.05%
Add 5.11%
133,700
6,500
WSO 		Watsco Inc2024-06-30Add
+0.02%
●
396.92 ($457.1) 491.01
$448.66
-1.85%
Add 0.88%
571,250
5,000
SRCL 		Stericycle Inc2024-06-30Sold Out
-0.02%
●
44.3 ($51.35) 59.2
$61.61
19.98%
Sold Out
0
-38,000
AON 		Aon PLC2024-06-30Add
+0.01%
●
275.82 ($295.67) 329.64
$348.03
17.71%
Add 3.54%
113,950
3,900
KMX 		CarMax Inc2024-06-30Add
+0.01%
●
67.21 ($72.06) 85.94
$79.38
10.16%
Add 10.53%
136,500
13,000
CAT 		Caterpillar Inc2024-06-30Add
+0.01%
●
321.47 ($346.74) 379.3
$329.36
-5.01%
Add 1.27%
311,500
3,900
DEO 		Diageo PLC2024-06-30Add
+0.01%
●
126.08 ($137.77) 149.08
$126.43
-8.23%
Add 0.46%
1,366,708
6,300
IQV 		IQVIA Holdings Inc2024-06-30Add
+0.01%
●
211.18 ($227.18) 248.87
$243.07
6.99%
Add 5.38%
58,726
3,000
NKE 		Nike Inc2024-06-30Add
+0.01%
●
75.37 ($92.94) 97.18
$80.63
-13.25%
Add 3.46%
388,900
13,000
NVR 		NVR Inc2024-06-30Add
+0.01%
●
7335.26 ($7647.13) 8026.27
$9,068.54
18.59%
Add 1.59%
11,529
180
OI 		O-I Glass Inc2024-06-30Add
+0.01%
●
10.98 ($13.51) 17.25
$12.47
-7.70%
Add 25.04%
674,100
135,000
ROL 		Rollins Inc2024-06-30Add
+0.01%
●
42.44 ($46.16) 49.92
$49.59
7.43%
Add 0.91%
1,439,275
13,000
SCHW 		Charles Schwab Corp2024-06-30Add
+0.01%
●
70.03 ($73.87) 78.9
$62.90
-14.85%
Add 0.96%
1,366,766
13,000
UBER 		Uber Technologies Inc2024-06-30Add
+0.01%
●
63.52 ($69.5) 77.16
$69.58
0.12%
Add 22.41%
71,000
13,000
ULS 		UL Solutions Inc2024-06-30New Buy
+0.01%
●
33.58 ($37.86) 42.19
$48.58
28.31%
New holding
36,000
36,000
ADI 		Analog Devices Inc2024-06-30Add
0%
●
183.36 ($213.37) 240.16
$213.64
0.13%
Add 0.02%
1,167,671
200
AAPL 		Apple Inc2024-06-30Add
0%
●
165 ($186.49) 216.67
$220.86
18.43%
Add 0.01%
1,227,290
100
CMCSA 		Comcast Corp2024-06-30Add
0%
●
36.9 ($39.13) 42.28
$39.63
1.28%
Add 0.84%
1,081,241
9,000
TSN 		Tyson Foods Inc2024-06-30Add
0%
●
53.86 ($58.46) 62.02
$65.87
12.68%
Add 1.03%
785,500
8,000
SRCL 		Stericycle Inc2024-03-31Reduce
-0.34%
●
47.21 ($50.31) 55.65
$61.61
22.46%
Reduce -94.32%
38,000
-630,700
DE 		Deere & Co2024-03-31Add
+0.11%
●
356.78 ($383.27) 410.74
$381.56
-0.45%
Add 3.26%
823,800
26,000
LPLA 		LPL Financial Holdings Inc2024-03-31Add
+0.07%
●
230.75 ($252.41) 273.77
$211.43
-16.24%
Add 6.54%
454,291
27,905
TSN 		Tyson Foods Inc2024-03-31Add
+0.05%
●
51.61 ($54.79) 58.81
$65.87
20.22%
Add 11.47%
777,500
80,000
URI 		United Rentals Inc2024-03-31Add
+0.05%
●
541.39 ($641.68) 721.11
$681.10
6.14%
Add 72.22%
15,500
6,500
APD 		Air Products & Chemicals Inc2024-03-31New Buy
+0.04%
●
215.38 ($245.03) 273.47
$268.71
9.66%
New holding
15,000
15,000
FIX 		Comfort Systems USA Inc2024-03-31Add
+0.04%
●
195.89 ($255.45) 323.29
$302.61
18.46%
Add 1200%
13,000
12,000
FERG 		Ferguson PLC2024-03-31Add
+0.04%
●
184.06 ($199.25) 221.27
$190.20
-4.54%
Add 49.35%
57,500
19,000
WSO 		Watsco Inc2024-03-31Add
+0.04%
●
377.91 ($401.75) 439.5
$448.66
11.68%
Add 1.71%
566,250
9,500
CHH 		Choice Hotels International Inc2024-03-31Add
+0.03%
●
109.6 ($119.55) 130.05
$122.91
2.81%
Add 37.4%
84,500
23,000
DG 		Dollar General Corp2024-03-31Add
+0.03%
●
130.67 ($142.16) 161.22
$82.58
-41.91%
Add 3.21%
675,250
21,000
FDX 		FedEx Corp2024-03-31Add
+0.03%
●
236.39 ($250.17) 289.74
$283.04
13.14%
Add 7.35%
168,000
11,500
GPK 		Graphic Packaging Holding Co2024-03-31Add
+0.03%
●
24.35 ($26.15) 29.18
$29.07
11.17%
Add 98.04%
240,824
119,223
ODFL 		Old Dominion Freight Line Inc2024-03-31Add
+0.03%
●
188.93 ($208.57) 223.12
$184.82
-11.39%
Add 7.14%
195,000
13,000
TMO 		Thermo Fisher Scientific Inc2024-03-31Add
+0.03%
●
528.82 ($561.14) 599.43
$611.33
8.94%
Add 26.02%
24,700
5,100
UNH 		UnitedHealth Group Inc2024-03-31Add
+0.03%
●
472.6 ($508.38) 545.42
$596.88
17.41%
Add 46.36%
16,100
5,100
AON 		Aon PLC2024-03-31Add
+0.02%
●
288.02 ($310.03) 333.79
$348.03
12.26%
Add 4.46%
110,050
4,700
CABO 		Cable One Inc2024-03-31Add
+0.02%
●
421.69 ($492.4) 572.87
$345.23
-29.89%
Add 8.82%
48,100
3,900
CAT 		Caterpillar Inc2024-03-31Add
+0.02%
●
278.63 ($319.61) 366.43
$329.36
3.05%
Add 1.48%
307,600
4,500
THG 		The Hanover Insurance Group Inc2024-03-31Add
+0.02%
●
122.2 ($129.77) 136.58
$145.56
12.17%
Add 6.07%
227,000
13,000
HCA 		HCA Healthcare Inc2024-03-31Add
+0.02%
●
272.08 ($305.59) 333.53
$387.98
26.96%
Add 51.56%
21,432
7,291
HSY 		The Hershey Co2024-03-31New Buy
+0.02%
●
184 ($192.9) 202.31
$199.80
3.58%
New holding
9,500
9,500
NSP 		Insperity Inc2024-03-31New Buy
+0.02%
●
92.29 ($106.31) 118.76
$86.74
-18.41%
New holding
16,876
16,876
LAMR 		Lamar Advertising Co2024-03-31Add
+0.02%
●
101.03 ($109.64) 120.58
$122.56
11.78%
Add 24.19%
77,000
15,000
LIN 		Linde PLC2024-03-31Add
+0.02%
●
400.63 ($433) 474.89
$456.85
5.51%
Add 4.2%
131,500
5,300
LOW 		Lowe's Companies Inc2024-03-31Add
+0.02%
●
210.55 ($229.88) 261
$243.81
6.06%
Add 0.99%
663,480
6,500
MAR 		Marriott International Inc2024-03-31New Buy
+0.02%
●
219.04 ($242.17) 255.27
$227.60
-6.02%
New holding
9,000
9,000
MMC 		Marsh & McLennan Companies Inc2024-03-31Add
+0.02%
●
190.17 ($199.3) 207.9
$227.85
14.33%
Add 1.39%
694,000
9,500
MSFT 		Microsoft Corp2024-03-31Add
+0.02%
●
367.75 ($404.82) 429.37
$401.81
-0.74%
Add 0.87%
502,830
4,350
NVR 		NVR Inc2024-03-31Add
+0.02%
●
6857.43 ($7428.56) 8099.96
$9,068.54
22.08%
Add 2.02%
11,349
225
RNR 		RenaissanceRe Holdings Ltd2024-03-31Add
+0.02%
●
200.14 ($221.88) 237.84
$258.27
16.40%
Add 15.7%
70,000
9,500
TGT 		Target Corp2024-03-31Add
+0.02%
●
137.4 ($152.13) 177.21
$151.28
-0.56%
Add 9.92%
133,000
12,000
VRSK 		Verisk Analytics Inc2024-03-31Add
+0.02%
●
231.21 ($240.2) 250.66
$271.75
13.13%
Add 5.39%
127,200
6,500
YUM 		Yum Brands Inc2024-03-31New Buy
+0.02%
●
126.33 ($133.53) 140.74
$133.87
0.25%
New holding
16,152
16,152
IFF 		International Flavors & Fragrances Inc2024-03-31Sold Out
-0.02%
●
73.21 ($80.3) 85.99
$103.01
28.28%
Sold Out
0
-23,000
ADI 		Analog Devices Inc2024-03-31Add
+0.01%
●
184.69 ($192.27) 201.37
$213.64
11.11%
Add 0.3%
1,167,471
3,500
KMX 		CarMax Inc2024-03-31Add
+0.01%
●
67.45 ($75.64) 87.11
$79.38
4.94%
Add 11.76%
123,500
13,000
DEO 		Diageo PLC2024-03-31Add
+0.01%
●
137.5 ($146.35) 154.69
$126.43
-13.61%
Add 0.42%
1,360,408
5,700
IQV 		IQVIA Holdings Inc2024-03-31Add
+0.01%
●
208.23 ($233.46) 259.1
$243.07
4.12%
Add 10.07%
55,726
5,100
META 		Meta Platforms Inc2024-03-31Add
+0.01%
●
344.47 ($446.07) 512.19
$500.40
12.18%
Add 1.13%
267,681
3,000
NKE 		Nike Inc2024-03-31Add
+0.01%
●
92.58 ($101.72) 107.18
$80.63
-20.73%
Add 1.9%
375,900
7,000
OI 		O-I Glass Inc2024-03-31Add
+0.01%
●
14.37 ($15.81) 17.26
$12.47
-21.13%
Add 14.92%
539,100
70,000
ROL 		Rollins Inc2024-03-31Add
+0.01%
●
40.95 ($44.09) 47.01
$49.59
12.47%
Add 1.35%
1,426,275
19,000
SCHW 		Charles Schwab Corp2024-03-31Add
+0.01%
●
61.89 ($65.86) 72.38
$62.90
-4.49%
Add 1.42%
1,353,766
19,000
SMG 		The Scotts Miracle Gro Co2024-03-31Add
+0.01%
●
53.53 ($62.12) 74.59
$67.82
9.18%
Add 7.69%
168,000
12,000
SBUX 		Starbucks Corp2024-03-31Add
+0.01%
●
90.12 ($93.01) 97.3
$91.15
-2.00%
Add 1.69%
541,318
9,000
UBER 		Uber Technologies Inc2024-03-31Add
+0.01%
●
57.58 ($71.78) 81.39
$69.58
-3.06%
Add 28.89%
58,000
13,000
AAPL 		Apple Inc2024-03-31Add
0%
●
169 ($181.83) 195.18
$220.86
21.47%
Add 0.11%
1,227,190
1,300
CMCSA 		Comcast Corp2024-03-31Add
0%
●
41.24 ($43.14) 46.73
$39.63
-8.14%
Add 1.08%
1,072,241
11,500
ATVI Activision Blizzard Inc2023-12-31Sold Out
-0.74%
●
93.67 ($94.24) 94.47
$94.42
0.19%
Sold Out
0
-650,600
LPLA 		LPL Financial Holdings Inc2023-12-31Add
+0.31%
●
209.89 ($224.79) 239.77
$211.43
-5.94%
Add 41.53%
426,386
125,122
LBRDA 		Liberty Broadband Corp2023-12-31Sold Out
-0.22%
●
74.69 ($83.87) 94.28
$59.52
-29.03%
Sold Out
0
-196,750
100/Page
Total 427
  • 1
  • 2
  • 3
  • 4
  • 5

Tom Gayner News

  • 1

Discussions on Tom Gayner

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.