We are live on ! Find out more
TG

Tom Gayner Markel Group

AUM $13.1B
1-Year Est. Return 15.62%
 

Tom Gayner is the CEO of Markel Group and long-time steward of its public equity portfolio. Often compared to a smaller-scale Berkshire-style model, Markel combines insurance operations with a carefully selected book of common stocks. Gayner is known for a patient, owner-oriented philosophy and for writing clearly about compounding, culture, and long-term business ownership.

This Fund
S&P 500
This Quarter Est. Return
+3.55%
1 Year Est. Return
+15.62%
3 Year Est. Return
+68.04%
5 Year Est. Return
+83.51%
10 Year Est. Return
+378.4%
AUM
$2.8B
AUM Growth
–
Cap. Flow
+$2.8B
Cap. Flow %
100.12%
Top 10 Hldgs %
46.78%
Holding
107
New
107
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
KMX icon
CarMax
KMX
+$232M
2
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$181M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$171M
4
DEO icon
Diageo
DEO
+$149M
5
BN icon
Brookfield
BN
+$114M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 33.09%
2 Consumer Discretionary 16.21%
3 Consumer Staples 13.47%
4 Healthcare 11.2%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYY icon
101
Sysco
SYY
$40.2B
$799K 0.03%
+23,382
New +$805K
CG icon
102
Carlyle Group
CG
$17.6B
$513K 0.02%
+20,000
New +$591K
EPD icon
103
Enterprise Products Partners
EPD
$82.1B
$392K 0.01%
+12,600
New +$382K
STRZA
104
DELISTED
Starz - Series A
STRZA
$265K 0.01%
+12,000
New +$270K
ELME
105
Elme Communities
ELME
$148M
$248K 0.01%
+9,200
New +$258K
FNF icon
106
Fidelity National Financial
FNF
$12.7B
$233K 0.01%
+17,165
New +$249K
QMM
107
DELISTED
QUATERRA RESOURCES INC LTD
QMM
$19K ﹤0.01%
+200,000
New +$33.3K
1 2 3 4
5

Similar funds

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Tom Gayner's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Tom Gayner, which disclosed 107 positions worth $2.8B. Its ten largest holdings account for 47% of the portfolio.

Its largest position is CarMax: 5,109,271 shares worth $236M.

By sector, the portfolio is most concentrated in Financials at 33% of assets, followed by Consumer Discretionary and Consumer Staples.

  • Tom Gayner's largest Q2 2013 buy was CarMax: 5,109,271 shares worth $236M.
  • Tom Gayner's ten largest holdings make up 47% of its $2.8B portfolio in Q2 2013.
  • Tom Gayner disclosed 107 positions in Q2 2013, its first 13F filing on record.

Based on Markel Group's 13F filing for Q2 2013, filed 8 Aug 2013.