Tom Gayner: Top 10 Holdings (Q1 2020)

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time here at The Acquirer’s Multiple digging through these 13F-HR documents to find out which superinvestors hold positions in the stocks listed in our Stock Screeners.

As a new weekly feature, we’re now providing the top 10 holdings from some of our favorite superinvestors based on their latest 13F-HR documents.

This week we’ll take a look at Tom Gayner (3-31-2020). The current market value of his portfolio is $5,316,713,000.

Top 10 Positions

Stock	Shares	Value ($1000)	Port. Allocation (%)
BRK.A / Berkshire Hathaway, Inc.	1,114	303,008	5.7
BRK.B / Berkshire Hathaway, Inc.	1,531,687	280,039	5.27
KMX / CarMax, Inc.	4,913,070	264,471	4.97
BAM / Brookfield Asset Management	5,800,441	256,670	4.83
AMZN / Amazon.com, Inc.	98,442	191,935	3.61
DIS / The Walt Disney Co.	1,862,380	179,906	3.38
HD / Home Depot, Inc. (The)	920,000	171,773	3.23
DEO / Diageo plc	1,349,800	171,587	3.23
GOOG / Alphabet Inc. Class C	137,493	159,879	3.01
V / Visa, Inc.	956,650	154,135	2.9