Tom Gayner · Markel Group

All superinvestors SEC filing

CEO of Markel; runs its equity book with a Buffett-style insurance-float-funded long-only mandate. Four rules: profitable businesses, honest management, reinvestment opportunities, fair price.

Prism interpretation

“Buffett-shaped quality compounding with financials and industrials tilt.”

Focused — meaningful conviction in a handful of names.

Concentration profile

Positions

Top 1

27%

Top 5

82%

Top 10

100%

Effective N

6.0

Holdings · 7

Curated summary

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01
BRK.ABerkshire Hathaway +1 other
10.1%
02
DEDeere +1 other
6.1%
03
HDHome Depot
5.3%
04
MKLMarkel Group +2 others
4.8%
05
GOOGLAlphabet +12 others
4.2%
06
VVisa +4 others
3.8%
07
BLKBlackRock
3.1%

How this book compares

5 of Tom Gayner's holdings also appear in at least one other tracked portfolio. Cross-held names are flagged above with the +N others mark. The full consensus book is available on the Grand Portfolio page.

Tracked alongside 29 other superinvestors.