Tom Gayner Portfolio 2023
Tom Gayner
Markel Corporation Holdings Strategy: Value InvestorThomas S. Gayner is Co-Chief Executive Officer of Markel Corp. He received his Bachelor's Degree from McIntire School of Commerce before graduating at the Lawrenceville School. Markel Corporation markets and underwrites specialty insurance products to many different niche markets and holds different investments. The business has offices across the world.
Track Gayner, It's Free!Performance
1 Year
+4.24%
3 Years
+20.37%
5 Years
+73.44%
10 years
+161.34%
Sectors
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Largest Holdings
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Trades
Berkshire Hathaway Inc. - Class A (BRK.A)- Sector: Offices of Other Holding Companies
- % of Portfolio: 7.0%
- (Buy) $153,456.07 ― +258.1% →$549,520.00 (Now)
Berkshire Hathaway Inc. - Class B (BRK.B)- Sector: Offices of Other Holding Companies
- % of Portfolio: 6.4%
- (Buy) $147.93 ― +144.6% →$361.80 (Now)
Alphabet Inc - Class C (GOOG)- Sector: All Other Telecommunications
- % of Portfolio: 4.4%
- (Buy) $44.98 ― +211.3% →$140.02 (Now)
Brookfield Corporation - Class A (BN)- Sector: Securities and Commodity Exchanges
- % of Portfolio: 3.4%
- (Buy) $39.91 ― -14.0% →$34.32 (Now)
Amazon.com Inc. (AMZN)- Sector: Electronic Shopping and Mail-Order Houses
- % of Portfolio: 3.4%
- (Buy) $50.13 ― +192.7% →$146.71 (Now)
Home Depot, Inc. (HD)- Sector: Home Centers
- % of Portfolio: 3.3%
- (Buy) $110.30 ― +180.3% →$309.20 (Now)
Deere & Co. (DE)- Sector: Farm Machinery and Equipment Manufacturing
- % of Portfolio: 3.2%
- (Buy) $89.13 ― +316.0% →$370.76 (Now)
Visa Inc - Class A (V)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 2.9%
- (Buy) $78.57 ― +222.9% →$253.72 (Now)
Apple Inc (AAPL)- Sector: Electronic Computer Manufacturing
- % of Portfolio: 2.7%
- (Buy) $41.75 ― +358.2% →$191.31 (Now)
Novo Nordisk - ADR (NVO)- Sector: Medicinal and Botanical Manufacturing
- % of Portfolio: 2.5%
- (Buy) $46.05 ― +124.2% →$103.26 (Now)
Watsco Inc. - Class A (WSO)- Sector: Warm Air Heating and Air-Conditioning Equipment and Supplies Merchant Wholesalers
- % of Portfolio: 2.5%
- (Buy) $181.37 ― +116.4% →$392.40 (Now)
Analog Devices Inc. (ADI)- Sector: Semiconductor and Related Device Manufacturing
- % of Portfolio: 2.4%
- (Buy) $97.91 ― +86.6% →$182.67 (Now)
Walt Disney Co (The) (DIS)- Sector:
- % of Portfolio: 2.2%
- (Buy) $124.69 ― -23.8% →$95.07 (Now)
Diageo plc - ADR (DEO)- Sector: Wineries
- % of Portfolio: 2.2%
- (Buy) $114.88 ― +24.1% →$142.52 (Now)
Microsoft Corporation (MSFT)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 2.1%
- (Buy) $84.78 ― +345.7% →$377.85 (Now)
RLI Corp. (RLI)- Sector: Direct Property and Casualty Insurance Carriers
- % of Portfolio: 1.9%
- (Buy) $49.41 ― +178.4% →$137.53 (Now)
Blackrock Inc. (BLK)- Sector: Securities and Commodity Exchanges
- % of Portfolio: 1.8%
- (Buy) $383.82 ― +89.4% →$727.14 (Now)
Marsh & McLennan Cos., Inc. (MMC)- Sector: Insurance Agencies and Brokerages
- % of Portfolio: 1.5%
- (Buy) $67.27 ― +197.6% →$200.17 (Now)
Blackstone Inc (BX)- Sector: Investment Advice
- % of Portfolio: 1.5%
- (Buy) $48.84 ― +118.6% →$106.78 (Now)
Lowe`s Cos., Inc. (LOW)- Sector: Home Centers
- % of Portfolio: 1.5%
- (Buy) $85.11 ― +133.2% →$198.48 (Now)
Progressive Corp. (PGR)- Sector: Direct Property and Casualty Insurance Carriers
- % of Portfolio: 1.4%
- (Buy) $69.07 ― +135.4% →$162.61 (Now)
Goldman Sachs Group, Inc. (GS)- Sector: Investment Banking and Securities Dealing
- % of Portfolio: 1.4%
- (Buy) $214.86 ― +57.6% →$338.64 (Now)
Texas Instruments Inc. (TXN)- Sector: Semiconductor and Related Device Manufacturing
- % of Portfolio: 1.3%
- (Buy) $78.97 ― +94.9% →$153.93 (Now)
Archer Daniels Midland Co. (ADM)- Sector: Flour Milling
- % of Portfolio: 1.2%
- (Buy) $47.07 ― +57.9% →$74.33 (Now)
KKR & Co. Inc (KKR)- Sector: Securities and Commodity Exchanges
- % of Portfolio: 1.1%
- (Buy) $27.84 ― +145.8% →$68.45 (Now)
General Dynamics Corp. (GD)- Sector: Search, Detection, Navigation, Guidance, Aeronautical, and Nautical System and Instrument Manufacturing
- % of Portfolio: 1.1%
- (Buy) $138.04 ― +79.2% →$247.33 (Now)
Johnson & Johnson (JNJ)- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: 1.1%
- (Buy) $101.60 ― +48.4% →$150.82 (Now)
Apollo Global Management Inc - Class A (New) (APO)- Sector: Investment Advice
- % of Portfolio: 1.0%
- (Buy) $43.88 ― +105.5% →$90.20 (Now)
Meta Platforms Inc - Class A (META)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 1.0%
- (Buy) $161.96 ― +110.8% →$341.49 (Now)
Mastercard Incorporated - Class A (MA)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 1.0%
- (Buy) $114.51 ― +258.3% →$410.33 (Now)
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Average Buy Price |
Current Price |
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Options
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Average Portfolio Company Metrics
- Market Cap: $478 Billion
- Dividend Yield 1.28 %
- Beta 0.943
- P/E Ratio 25.74
- Negative P/E Ratio -161.64
- Profit Margin 17.82%
- PEG 128.47
- Price to Sales Ratio 4.06
- Price to Book Ratio 17.67
- Enterprise Value to EBIT: 23.68
- Enterprise Value to Revenue 4.82
- Total Debt to Enterprise Value 0.18
- Debt to Equity 2.0389
- Quarterly Earnings Growth (YoY) -
- Return on Equity 65.81%
- Return on Assets 9.76%
- Return on Invested Capital 19.31%
About Tom Gayner
Thomas S. Gayner is Co-Chief Executive Officer of Markel Corp. He received his Bachelor's Degree from McIntire School of Commerce before graduating at the Lawrenceville School. Markel Corporation markets and underwrites specialty insurance products to many different niche markets and holds different investments. The business has offices across the world.
Track Gayner
Don't miss a trade. Get notified when Tom Gayner makes his next trade, It's Free!