Tom Gayner
34 posts
Tom Gayner’s Top Holdings, Trades & Investment StrategyTom Gayner’s Markel Group reported an equity portfolio of approximately $11.94 billion in the latest quarter, reflecting a disciplined, long-term investment approach rooted in q…
Tom Gayner: Why Avoiding “Hot Stocks” Leads to Better Long-Term ReturnsDuring his recent interview at the Library of Mistakes, Tom Gayner emphasized that true success stems not from chasing the “cool kids,” but from a steadfast, principled approach…
Tom Gayner’s Markel Group Q3 2025 13F: Focused Portfolio, Selective Trims, and Full Exits Signal Continued DisciplineIn the most recent Q3 2025 13F filing, Tom Gayner’s Markel Group Inc. reported a portfolio valued at $12.32 billion, with the top ten holdings accounting for 40.89 % of total as…
Tom Gayner: “We’re Marathoners, Not Sprinters”In the realm of long-term investing, few philosophies are as tested as the commitment to rational capital allocation and patience. Tom Gayner, CEO of Markel Group, embodies this…
Tom Gayner Top Portfolio Trims: Packaging, Industrials, and HealthcareHere’s a breakdown of Tom Gayner’s (Markel Group Inc.) Top 5 Sells by % Change as of June 30, 2025, based on latest 13F filings data, with strategic commentary aligned to his lo…
Tom Gayner: Investing Can Make You Look Dumber Than You Really AreAt the Acatis Value Conference in Frankfurt, Tom Gayner spoke about his approach to long-term investing and the principles that shape his portfolio. “We try to find good compani…
Tom Gayner: Buybacks or Issuance? Markel Group’s Investment Strategy DecodedIn his latest 2023 Annual Shareholder Letter, Tom Gayner explains how he calculates the intrinsic value of his company’s shares. The Markel Group believes their company has two …
Tom Gayner: When To (and Not To) Sell Your High-Flying InvestmentsIn this interview with The Knowledge Project, Tom Gayner explains why you shouldn’t sell a winning investment. The two main reasons include: 1. The high opportunity cost of rein…
Tom Gayner: GAAP Accounting: A Map That Can Lead You AstrayIn this interview with The Value Perspective, Tom Gayner provides a great analogy of why GAAP accounting is like a map that can lead you astray. Here’s an excerpt from the inter…
Tom Gayner: Never Be In A Hurry To SellDuring his recent fireside chat at the Ben Graham 10th Annual Conference, Tom Gayner explained why you should never be in a hurry to sell. Here’s an excerpt from the chat: Gayne…
Tom Gayner: What Discount Rate To Use On Potential InvestmentsDuring his recent Omaha Brunch, Tom Gayner was asked about what discount rate he uses when assessing potential investments. Here’s his response: Gayner: So first, about interest…
Tom Gayner: Investing Lessons From Jerry Seinfeld And The Downhill LugeDuring his recent interview on the RWH Podcast, Tom Gayner discussed investing lessons from Jerry Seinfeld and the downhill luge. Here’s an excerpt from the interview: Gayner: W…
Tom Gayner: Finding Bargains On The New High/New Low ListsDuring his recent interview with The Business Brew, Tom Gayner discussed finding bargains on the new high/new low lists. Here’s an excerpt from the interview: Gayner: Let me cla…
Tom Gayner – Top 10 Holdings – Latest 13FOne 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 the…
Tom Gayner: What Makes Warren Buffett GreatIn this interview with The World According To Boyar Podcast, Tom Gayner discusses what makes Warren Buffett great, having spent time with him as a board member of The Washington…
Tom Gayner: Some Great Reasons For Not Selling A StockDuring his recent interview on The Boyar Podcast, Tom Gayner discusses some great reasons for not selling a stock. Here’s an excerpt from the interview: Gayner: Well if I can fi…
Tom Gayner: The Key To Success In Investing Is To SurviveDuring his recent interview with Boyar, Tom Gayner discussed the key to success in investing is to survive. Here’s an excerpt from the interview: Host: You’ve been in this busin…- Tom Gayner: How We Think About Capital AllocationIn his recent Q2 2022 Earnings Call, Tom Gayner provided his insights on how he thinks about capital allocation. Here’s an excerpt from the call: Gayner: The pace and amount of …