Tom Gayner Portfolio Holdings

Markel Corp

$10.3 Billion
Q3 2024

Markel Corp, under direction of Tom Gayner has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $10.3 Billion distributed in 216 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $769M, Berkshire Hathaway Inc Class B with a value of $705M, Alphabet Inc. with a value of $460M, Amazon Com Inc with a value of $378M, and Home Depot, Inc. with a value of $373M.

Examining the 13F form we can see an increase of $751M in the current position value, from $9.52B to 10.3B.

Below you can find more details about Tom Gayner portfolio as well as his latest detailed transactions.

Portfolio value $10.3 Billion

Financial Services: $4.34 Billion

Industrials: $1.45 Billion

Consumer Cyclical: $1.35 Billion

Technology: $1.02 Billion

Communication Services: $980 Million

Consumer Defensive: $488 Million

Healthcare: $426 Million

Basic Materials: $198 Million

Other: $28.3 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
RLI Rli Corp Financial Services	$8.07B	$186 Million 1.81% of portfolio	1,197,272	Q3 2017 New
THG Hanover Insurance Group, Inc. Financial Services	$5.83B	$37.6 Million 0.37% of portfolio	254,000	Q3 2024 Added 5.83%
CABO Cable One, Inc. Communication Services	$2.45B	$21 Million 0.2% of portfolio	60,050	Q3 2024 Added 11.62%
WHR Whirlpool Corp Consumer Cyclical	$6.13B	$16.9 Million 0.16% of portfolio	157,619	Q3 2024 Reduced 44.12%
CHH Choice Hotels International Inc Consumer Cyclical	$8.35B	$15 Million 0.15% of portfolio	115,500	Q3 2024 Added 4.52%
SMG Scotts Miracle Gro CO Basic Materials	$4.31B	$14.6 Million 0.14% of portfolio	168,000	Q1 2024 Added 7.69%
GPK Graphic Packaging Holding CO Consumer Cyclical	$8.99B	$11.7 Million 0.11% of portfolio	394,725	Q3 2024 Added 17.93%
HXL Hexcel Corp Industrials	$5.15B	$11.7 Million 0.11% of portfolio	189,000	Q1 2020 Added 2.72%
CE Celanese Corp Basic Materials	$8.09B	$10.6 Million 0.1% of portfolio	77,800	Q4 2023 Added 1.3%
OI O I Glass, Inc. Consumer Cyclical	$2.01B	$10.7 Million 0.1% of portfolio	814,100	Q3 2024 Added 20.77%
NSP Insperity, Inc. Industrials	$2.89B	$6.17 Million 0.06% of portfolio	70,143	Q3 2024 Added 32.58%
GHC Graham Holdings CO Consumer Defensive	$3.59B	$4.27 Million 0.04% of portfolio	5,200	Q3 2017 New
BC Brunswick Corp Consumer Cyclical	$6.13B	$1.17 Million 0.01% of portfolio	14,000	Q3 2024 New
DNB Dun & Bradstreet Holdings, Inc. Financial Services	$5.46B	$1.32 Million 0.01% of portfolio	115,000	Q2 2023 Added 43.75%

Tom Gayner

Tom Gayner is the president and chief investment officer of Markel Corporation, a financial services holding company. Gayner is known for his expertise in value investing and has a reputation for being a patient and disciplined investor.

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Summary

Portfolio
No. of Stocks 216
Current Value $10.3 Billion
Prior Value $9.52 Billion
Filing
Period Q3 2024
Filing Date November 01, 2024
Form Type 13F-HR
Activity in Q3 2024
New Purchases 6 stocks
Additional Purchases 37 stocks
Sold out of 0 stocks
Reduced holdings in 4 stocks

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