MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons
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INSTITUTION : Tom Gayner (MARKEL CORP ) |
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Tom Gayner is the Executive Vice President and Chief Investment Officer since May 2004. Chief Investment Officer from January 2001 ? May 2004. President, Markel-Gayner Asset Management Corporation, a subsidiary, since December 1990. Director from 1998 ? 2004. Executive Vice President since May of 2004 and Chief Investment Officer since January of 2001. He served as Vice President, Equity Investments from June of 1995 to January of 2001 and as President, Markel Gayner Asset Management, Inc., a subsidiary, since December of 1990. He has been a Director of the Company since November of 1998. The asset under management is about $2 billion. Over the last 10 years, Mr. Gayner has averaged an investment return of 14.3% a year, compared with S&P500 7.6% over the same period.
Tom Gayner Latest Top 20 Portfolio Holdings: (Filing Date: 2021-02-05) --- full portfolio
Company (links to holding history) |
Ticker |
Value On 2020-12-31 |
No of Shares |
% of portfolio |
BERKSHIRE HATHAWAY I (CL A) |
BRK.A |
387,466,000 |
1,114 |
5.77% |
BROOKFIELD ASSET MGM (CL A LTD VT SH) |
BAM |
359,320,000 |
8,706,561 |
5.35% |
BERKSHIRE HATHAWAY I (CL B NEW) |
BRK/B |
355,218,000 |
1,531,971 |
5.29% |
DISNEY WALT CO (COM DISNEY) |
DIS |
337,645,000 |
1,863,585 |
5.02% |
AMAZON COM INC (COM) |
AMZN |
320,618,000 |
98,442 |
4.77% |
HOME DEPOT INC (COM) |
HD |
244,370,000 |
920,000 |
3.64% |
ALPHABET INC (CAP STK CL C) |
GOOG |
240,871,000 |
137,493 |
3.58% |
DIAGEO PLC (SPON ADR NEW) |
DEO |
214,410,000 |
1,350,108 |
3.19% |
VISA INC (COM CL A) |
V |
209,268,000 |
956,740 |
3.11% |
DEERE & CO (COM) |
DE |
203,348,000 |
755,800 |
3.02% |
APPLE INC (COM) |
AAPL |
159,035,000 |
1,198,540 |
2.36% |
BLACKROCK INC (COM) |
BLK |
158,883,000 |
220,200 |
2.36% |
ANALOG DEVICES INC (COM) |
ADI |
130,861,000 |
885,811 |
1.94% |
RLI CORP (COM) |
RLI |
124,696,000 |
1,197,272 |
1.85% |
TEXAS INSTRS INC (COM) |
TXN |
118,830,000 |
724,000 |
1.77% |
MICROSOFT CORP (COM) |
MSFT |
106,477,000 |
478,720 |
1.58% |
JOHNSON & JOHNSON (COM) |
JNJ |
96,128,000 |
610,800 |
1.43% |
LOWES COS INC (COM) |
LOW |
94,460,000 |
588,500 |
1.40% |
GOLDMAN SACHS GROUP (COM) |
GS |
90,584,000 |
343,500 |
1.34% |
WATSCO INC (COM) |
WSO |
90,394,000 |
399,000 |
1.34% |
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Investing Just Like Tom Gayner
MAJOR GURUS:
Warren Buffett
John Paulson
George Soros
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