Tom Gayner

Tom Gayner

13F
Markel Gayner Asset Management Corp
Last update 2024-11-01 132 Stocks (4 new)
Value $11.11 Bil Turnover 1 %
Countries:
Top Holdings: BRK.A(6.93%)BRK.B(6.35%)BN(4.17%)GOOG(4.14%)AMZN(3.41%)
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
WHR 		Whirlpool Corp2024-09-30Reduce
-0.12%
●
90.25 ($100.51) 112.34
$106.35
5.81%
Reduce -44.12%
157,619
-124,430
FNV 		Franco-Nevada Corp2024-09-30Add
+0.11%
●
116.95 ($123.85) 131.12
$133.75
7.99%
Add 41.02%
345,500
100,500
DE 		Deere & Co2024-09-30Add
+0.09%
●
344.84 ($377.03) 418
$400.37
6.19%
Add 2.81%
869,100
23,750
YUM 		Yum Brands Inc2024-09-30Add
+0.09%
●
125.95 ($132.93) 139.92
$134.72
1.35%
Add 80.92%
156,502
70,000
LPLA 		LPL Financial Holdings Inc2024-09-30Add
+0.08%
●
193 ($225.33) 282.1
$275.81
22.40%
Add 8.01%
520,404
38,613
EA 		Electronic Arts Inc2024-09-30Sold Out
-0.07%
●
137.32 ($145) 151.82
$155.50
7.24%
Sold Out
0
-49,800
EFX 		Equifax Inc2024-09-30Reduce
-0.06%
●
236.42 ($282.04) 307.13
$269.63
-4.40%
Reduce -25.55%
72,850
-25,000
HCA 		HCA Healthcare Inc2024-09-30Add
+0.06%
●
315.12 ($366.12) 406.43
$366.66
0.15%
Add 45.08%
50,930
15,825
LIN 		Linde PLC2024-09-30Add
+0.05%
●
428.94 ($456.28) 481.68
$454.89
-0.30%
Add 8.01%
155,000
11,500
WSO 		Watsco Inc2024-09-30Add
+0.05%
●
448.66 ($480.65) 519.89
$487.90
1.51%
Add 1.97%
582,500
11,250
CBRL 		Cracker Barrel Old Country Store Inc2024-09-30Sold Out
-0.05%
●
36.06 ($41.18) 46.56
$47.43
15.18%
Sold Out
0
-111,000
APD 		Air Products & Chemicals Inc2024-09-30Add
+0.04%
●
247.34 ($273.47) 300.36
$306.37
12.03%
Add 36.84%
52,000
14,000
LOW 		Lowe's Companies Inc2024-09-30Add
+0.04%
●
213.3 ($242.19) 270.85
$269.18
11.14%
Add 2.15%
690,480
14,500
SOLV 		Solventum Corp2024-09-30Reduce
-0.04%
●
48.02 ($60.14) 72.34
$73.16
21.65%
Reduce -98.98%
750
-72,687
CAT 		Caterpillar Inc2024-09-30Add
+0.03%
●
316.8 ($345.34) 391.12
$383.37
11.01%
Add 2.33%
318,750
7,250
DG 		Dollar General Corp2024-09-30Add
+0.03%
●
80.41 ($109.62) 132.42
$81.57
-25.59%
Add 6.45%
742,250
45,000
FDX 		FedEx Corp2024-09-30Add
+0.03%
●
254.64 ($290.39) 313.52
$275.42
-5.16%
Add 7.73%
195,000
14,000
MAR 		Marriott International Inc2024-09-30Add
+0.03%
●
211.35 ($232.89) 255.11
$259.66
11.49%
Add 63.64%
36,000
14,000
MMC 		Marsh & McLennan Companies Inc2024-09-30Add
+0.03%
●
210.25 ($221.98) 231.84
$221.55
-0.19%
Add 2.26%
722,500
16,000
MSFT 		Microsoft Corp2024-09-30Add
+0.03%
●
395.15 ($427.47) 467.56
$411.46
-3.75%
Add 1.48%
514,980
7,500
NKE 		Nike Inc2024-09-30Add
+0.03%
●
71.09 ($78.43) 89.44
$77.98
-0.57%
Add 10.29%
428,900
40,000
ODFL 		Old Dominion Freight Line Inc2024-09-30Add
+0.03%
●
178.41 ($194.53) 210.18
$207.01
6.42%
Add 5.55%
295,000
15,500
SBUX 		Starbucks Corp2024-09-30Add
+0.03%
●
72.51 ($85.8) 99.28
$97.09
13.16%
Add 5.63%
600,318
32,000
TMO 		Thermo Fisher Scientific Inc2024-09-30Add
+0.03%
●
531.86 ($591.96) 624.21
$560.79
-5.27%
Add 20.41%
35,400
6,000
URI 		United Rentals Inc2024-09-30Add
+0.03%
●
627.41 ($719.26) 814.1
$798.00
10.95%
Add 17.95%
25,950
3,950
VRSK 		Verisk Analytics Inc2024-09-30Add
+0.03%
●
260.31 ($270.71) 285.99
$279.68
3.31%
Add 8.41%
144,950
11,250
CVS 		CVS Health Corp2024-09-30Sold Out
-0.03%
●
55.81 ($58.34) 63.18
$55.34
-5.14%
Sold Out
0
-47,000
ABNB 		Airbnb Inc2024-09-30New Buy
+0.02%
●
113.01 ($129.67) 154.34
$137.82
6.29%
New holding
19,150
19,150
AON 		Aon PLC2024-09-30Add
+0.02%
●
293.16 ($327.16) 351.06
$368.70
12.70%
Add 5.44%
120,150
6,200
CABO 		Cable One Inc2024-09-30Add
+0.02%
●
314.77 ($357.98) 418.85
$374.84
4.71%
Add 11.62%
60,050
6,250
DPZ 		Domino's Pizza Inc2024-09-30New Buy
+0.02%
●
402.52 ($434.56) 505.35
$428.00
-1.51%
New holding
4,500
4,500
FERG 		Ferguson Enterprises Inc2024-09-30Add
+0.02%
●
185.87 ($202.58) 222.65
$202.11
-0.23%
Add 19.86%
84,500
14,000
GPK 		Graphic Packaging Holding Co2024-09-30Add
+0.02%
●
25.27 ($28.45) 30.5
$28.17
-0.98%
Add 17.93%
394,725
60,000
THG 		The Hanover Insurance Group Inc2024-09-30Add
+0.02%
●
123.93 ($137.35) 149.58
$150.15
9.32%
Add 5.83%
254,000
14,000
HSY 		The Hershey Co2024-09-30Add
+0.02%
●
182.45 ($194.4) 203.25
$180.11
-7.35%
Add 67.44%
36,000
14,500
LAMR 		Lamar Advertising Co2024-09-30Add
+0.02%
●
110.9 ($122.12) 135.58
$132.25
8.30%
Add 18.09%
111,000
17,000
META 		Meta Platforms Inc2024-09-30Add
+0.02%
●
453.41 ($514.55) 572.44
$572.43
11.25%
Add 1.57%
275,231
4,250
NVR 		NVR Inc2024-09-30Add
+0.02%
●
7421.51 ($8729.84) 9811.8
$9,455.81
8.32%
Add 1.52%
11,704
175
OI 		O-I Glass Inc2024-09-30Add
+0.02%
●
10.2 ($11.98) 13.42
$11.95
-0.25%
Add 20.77%
814,100
140,000
UNH 		UnitedHealth Group Inc2024-09-30Add
+0.02%
●
488.01 ($565.61) 604.18
$567.03
0.25%
Add 15.61%
24,064
3,250
BNT 		Brookfield Wealth Solutions Ltd2024-09-30Sold Out
-0.02%
●
41.75 ($47.32) 53.48
$55.76
17.84%
Sold Out
0
-60,101
BC 		Brunswick Corp2024-09-30New Buy
+0.01%
●
69.46 ($77.66) 84.53
$81.59
5.06%
New holding
14,000
14,000
CHH 		Choice Hotels International Inc2024-09-30Add
+0.01%
●
117.06 ($125.31) 133.72
$139.46
11.29%
Add 4.52%
115,500
5,000
NSP 		Insperity Inc2024-09-30Add
+0.01%
●
85.48 ($92.62) 103.18
$76.29
-17.63%
Add 32.58%
70,143
17,237
EL 		The Estee Lauder Companies Inc2024-09-30New Buy
+0.01%
●
84.2 ($94.8) 106.5
$65.86
-30.53%
New holding
14,000
14,000
ROL 		Rollins Inc2024-09-30Add
+0.01%
●
45.93 ($49.38) 51.4
$48.55
-1.68%
Add 0.97%
1,453,275
14,000
SCHW 		Charles Schwab Corp2024-09-30Reduce
-0.01%
●
61.74 ($65.69) 76.08
$71.31
8.56%
Reduce -1.17%
1,350,800
-15,966
UBER 		Uber Technologies Inc2024-09-30Add
+0.01%
●
58.48 ($70.4) 77.44
$74.15
5.33%
Add 23.94%
88,000
17,000
ULS 		UL Solutions Inc2024-09-30Sold Out
-0.01%
●
41.97 ($48.68) 55.15
$51.54
5.88%
Sold Out
0
-36,000
TSN 		Tyson Foods Inc2024-09-30Add
0%
●
55.91 ($61.03) 65.87
$59.26
-2.90%
Add 0.51%
789,500
4,000
FNV 		Franco-Nevada Corp2024-06-30New Buy
+0.29%
●
116.08 ($121.52) 129.07
$133.75
10.06%
New holding
245,000
245,000
CVS 		CVS Health Corp2024-06-30Reduce
-0.22%
●
53.63 ($62.55) 79.56
$55.34
-11.53%
Reduce -85.84%
47,000
-285,000
ODFL 		Old Dominion Freight Line Inc2024-06-30Add
+0.15%
●
168.53 ($188.59) 224.69
$207.01
9.77%
Add 43.33%
279,500
84,500
YUM 		Yum Brands Inc2024-06-30Add
+0.09%
●
131.96 ($137.64) 143.19
$134.72
-2.12%
Add 435.55%
86,502
70,350
DE 		Deere & Co2024-06-30Add
+0.08%
●
364.98 ($390.01) 414.02
$400.37
2.66%
Add 2.62%
845,350
21,550
LPLA 		LPL Financial Holdings Inc2024-06-30Add
+0.08%
●
256.41 ($271.44) 288.82
$275.81
1.61%
Add 6.05%
481,791
27,500
APD 		Air Products & Chemicals Inc2024-06-30Add
+0.06%
●
227.76 ($253.65) 285.31
$306.37
20.78%
Add 153.33%
38,000
23,000
LIN 		Linde PLC2024-06-30Add
+0.05%
●
419.62 ($440) 464.7
$454.89
3.38%
Add 9.13%
143,500
12,000
EA 		Electronic Arts Inc2024-06-30Reduce
-0.04%
●
125.24 ($131.75) 141.23
$155.50
18.03%
Reduce -38.37%
49,800
-31,000
FDX 		FedEx Corp2024-06-30Add
+0.04%
●
245.11 ($261.58) 299.84
$275.42
5.29%
Add 7.74%
181,000
13,000
HCA 		HCA Healthcare Inc2024-06-30Add
+0.04%
●
297 ($324.92) 343.29
$366.66
12.85%
Add 63.8%
35,105
13,673
URI 		United Rentals Inc2024-06-30Add
+0.04%
●
616.21 ($664.6) 712.69
$798.00
20.07%
Add 41.94%
22,000
6,500
CHH 		Choice Hotels International Inc2024-06-30Add
+0.03%
●
109.76 ($117.91) 126.22
$139.46
18.28%
Add 30.77%
110,500
26,000
DG 		Dollar General Corp2024-06-30Add
+0.03%
●
124.12 ($139.65) 159.55
$81.57
-41.59%
Add 3.26%
697,250
22,000
GPK 		Graphic Packaging Holding Co2024-06-30Add
+0.03%
●
25.85 ($27.62) 29.4
$28.17
1.99%
Add 38.99%
334,725
93,901
NSP 		Insperity Inc2024-06-30Add
+0.03%
●
91.21 ($101.29) 109.52
$76.29
-24.68%
Add 213.5%
52,906
36,030
LOW 		Lowe's Companies Inc2024-06-30Add
+0.03%
●
214.27 ($228.13) 249.28
$269.18
17.99%
Add 1.88%
675,980
12,500
MAR 		Marriott International Inc2024-06-30Add
+0.03%
●
228.38 ($240.03) 258.55
$259.66
8.18%
Add 144.44%
22,000
13,000
MMC 		Marsh & McLennan Companies Inc2024-06-30Add
+0.03%
●
196.29 ($205.42) 215.75
$221.55
7.85%
Add 1.8%
706,500
12,500
TMO 		Thermo Fisher Scientific Inc2024-06-30Add
+0.03%
●
541.52 ($572.88) 599.02
$560.79
-2.11%
Add 19.03%
29,400
4,700
CABO 		Cable One Inc2024-06-30Add
+0.02%
●
338 ($382.57) 424.31
$374.84
-2.02%
Add 11.85%
53,800
5,700
FERG 		Ferguson Enterprises Inc2024-06-30Add
+0.02%
●
190.98 ($209.74) 223.85
$202.11
-3.64%
Add 22.61%
70,500
13,000
THG 		The Hanover Insurance Group Inc2024-06-30Add
+0.02%
●
120.84 ($130.04) 137.56
$150.15
15.46%
Add 5.73%
240,000
13,000
HSY 		The Hershey Co2024-06-30Add
+0.02%
●
182 ($193.48) 209.51
$180.11
-6.91%
Add 126.32%
21,500
12,000
LAMR 		Lamar Advertising Co2024-06-30Add
+0.02%
●
110.64 ($116.37) 121.82
$132.25
13.65%
Add 22.08%
94,000
17,000
META 		Meta Platforms Inc2024-06-30Add
+0.02%
●
430.17 ($486.09) 527.34
$572.43
17.76%
Add 1.23%
270,981
3,300
MSFT 		Microsoft Corp2024-06-30Add
+0.02%
●
389.33 ($422.32) 452.85
$411.46
-2.57%
Add 0.92%
507,480
4,650
SBUX 		Starbucks Corp2024-06-30Add
+0.02%
●
72.5 ($81.44) 91.53
$97.09
19.22%
Add 4.99%
568,318
27,000
UNH 		UnitedHealth Group Inc2024-06-30Add
+0.02%
●
439.2 ($490.13) 524.63
$567.03
15.69%
Add 29.28%
20,814
4,714
VRSK 		Verisk Analytics Inc2024-06-30Add
+0.02%
●
217.96 ($244.72) 272.27
$279.68
14.29%
Add 5.11%
133,700
6,500
WSO 		Watsco Inc2024-06-30Add
+0.02%
●
396.92 ($457.1) 491.01
$487.90
6.74%
Add 0.88%
571,250
5,000
SRCL 		Stericycle Inc2024-06-30Sold Out
-0.02%
●
44.3 ($51.35) 59.2
$61.98
20.70%
Sold Out
0
-38,000
AON 		Aon PLC2024-06-30Add
+0.01%
●
275.82 ($295.67) 329.64
$368.70
24.70%
Add 3.54%
113,950
3,900
KMX 		CarMax Inc2024-06-30Add
+0.01%
●
67.21 ($72.06) 85.94
$73.87
2.51%
Add 10.53%
136,500
13,000
CAT 		Caterpillar Inc2024-06-30Add
+0.01%
●
321.47 ($346.74) 379.3
$383.37
10.56%
Add 1.27%
311,500
3,900
DEO 		Diageo PLC2024-06-30Add
+0.01%
●
126.08 ($137.77) 149.08
$123.89
-10.07%
Add 0.46%
1,366,708
6,300
IQV 		IQVIA Holdings Inc2024-06-30Add
+0.01%
●
211.18 ($227.18) 248.87
$212.87
-6.30%
Add 5.38%
58,726
3,000
NKE 		Nike Inc2024-06-30Add
+0.01%
●
75.37 ($92.94) 97.18
$77.98
-16.10%
Add 3.46%
388,900
13,000
NVR 		NVR Inc2024-06-30Add
+0.01%
●
7335.26 ($7647.13) 8026.27
$9,455.81
23.65%
Add 1.59%
11,529
180
OI 		O-I Glass Inc2024-06-30Add
+0.01%
●
10.98 ($13.51) 17.25
$11.95
-11.55%
Add 25.04%
674,100
135,000
ROL 		Rollins Inc2024-06-30Add
+0.01%
●
42.44 ($46.16) 49.92
$48.55
5.18%
Add 0.91%
1,439,275
13,000
SCHW 		Charles Schwab Corp2024-06-30Add
+0.01%
●
70.03 ($73.87) 78.9
$71.31
-3.47%
Add 0.96%
1,366,766
13,000
UBER 		Uber Technologies Inc2024-06-30Add
+0.01%
●
63.52 ($69.5) 77.16
$74.15
6.69%
Add 22.41%
71,000
13,000
ULS 		UL Solutions Inc2024-06-30New Buy
+0.01%
●
33.58 ($37.86) 42.19
$51.54
36.13%
New holding
36,000
36,000
ADI 		Analog Devices Inc2024-06-30Add
0%
●
183.36 ($213.37) 240.16
$217.60
1.98%
Add 0.02%
1,167,671
200
AAPL 		Apple Inc2024-06-30Add
0%
●
165 ($186.49) 216.67
$223.45
19.82%
Add 0.01%
1,227,290
100
CMCSA 		Comcast Corp2024-06-30Add
0%
●
36.9 ($39.13) 42.28
$42.56
8.77%
Add 0.84%
1,081,241
9,000
TSN 		Tyson Foods Inc2024-06-30Add
0%
●
53.86 ($58.46) 62.02
$59.26
1.37%
Add 1.03%
785,500
8,000
SRCL 		Stericycle Inc2024-03-31Reduce
-0.34%
●
47.21 ($50.31) 55.65
$61.98
23.20%
Reduce -94.32%
38,000
-630,700
DE 		Deere & Co2024-03-31Add
+0.11%
●
356.78 ($383.27) 410.74
$400.37
4.46%
Add 3.26%
823,800
26,000
100/Page
Total 426
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