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Tom Gayner – Top 10 Holdings – Latest 13F

Sunday, February 19, 2023 · Johnny Hopkins

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 superinvestor Tom Gayner (12-31-2022). The current market value of his portfolio is $7,458,348,204 with a top 10 holdings concentration of 39.22%.

Top 10 Holdings

SYM STOCK VALUE ($000) % SHARES
BRK-A BERKSHIRE HATHAWAY INC 522,144 7.00% 1,114
BRK-B BERKSHIRE HATHAWAY INC 473,225 6.30% 1,531,971
DE DEERE & CO 324,056 4.30% 755,800
HD HOME DEPOT INC 290,591 3.90% 920,000
BN BROOKFIELD CORP 274,197 3.70% 8,715,741
GOOG ALPHABET INC 243,995 3.30% 2,749,860
DEO DIAGEO PLC 240,593 3.20% 1,350,208
V VISA INC 200,127 2.70% 963,261
ADI ANALOG DEVICES INC 181,920 2.40% 1,109,071
DIS WALT DISNEY CO 174,252 2.30% 2,005,665