This page lists the portfolio holdings of Thomas S. Gayner.

Stock Holdings

Thomas S. Gayner - Markel Asset Management

Period: Q2 2010
Portfolio date: 30 Jun 2010
No. of stocks: 78
Portfolio value: $1,468,000,000

SymbolStock% of portfolioSharesRecent activity
BRK.B hist Berkshire Hathaway CL B 8.52 1,570,240 Reduce 0.01%
BRK.A hist Berkshire Hathaway CL A 7.32 896
KMX hist CarMax Inc. 7.15 5,270,999 Reduce 0.69%
FFH hist Fairfax Financial Holdings Ltd. 7.06 279,459
DEO hist Diageo plc 5.37 1,255,971 Reduce 0.03%
BAM hist Brookfield Asset Management Inc. 4.78 3,103,824 Reduce 0.05%
GE hist General Electric 3.58 3,644,012 Add 0.00%
DIS hist Walt Disney Co. 3.20 1,490,489
UBSH hist Union First Market Bankshares Corp. 2.93 3,504,920
MAR hist Marriott Int'l. 2.90 1,422,212
WMT hist Wal-Mart Stores 2.89 883,335 Add 1.73%
UPS hist United Parcel Service 2.74 706,600 Add 0.07%
JNJ hist Johnson & Johnson 2.25 558,095 Reduce 0.04%
RLI hist RLI Corp. 2.21 617,816 Reduce 0.19%
XOM hist Exxon Mobil Corp. 2.12 544,194 Add 9.04%
HD hist Home Depot 1.85 967,745 Reduce 0.21%
WPC hist WP Carey 1.82 967,200 Add 2.73%
WTM hist White Mountains Insurance 1.80 81,530 Reduce 10.90%
SYY hist Sysco Corp. 1.57 805,468 Add 0.00%
GD hist General Dynamics 1.56 390,465 Reduce 0.10%
FNF hist Fidelity National Financial Inc. 1.55 1,756,908 Add 0.13%
NVO hist Novo Nordisk A S 1.28 231,500
NSH hist NuStar GP Holdings LLC 1.23 585,300 Reduce 0.17%
IGT hist International Game Technology 1.23 1,150,232 Add 0.00%
BF.A hist BROWN FORMAN Inc. A 1.13 283,760 Reduce 0.04%
ADP hist Automatic Data Processing Inc. 1.12 408,100 Add 9.94%
AXP hist American Express 1.08 398,173 Add 0.00%
CAT hist Caterpillar Inc. 0.97 236,400 Add 0.04%
MCD hist McDonald's Corp. 0.87 192,903 Add 5.47%
PCL hist Plum Creek Timber Co. 0.84 355,300
WRE hist Washington REIT 0.77 407,475
LUK hist Leucadia National Corp. 0.73 548,400 Add 7.87%
MMM hist 3M Co. 0.72 134,000 Add 7.54%
SCHW hist Charles Schwab 0.70 724,200 Add 17.58%
ITW hist Illinois Tool Works 0.68 243,043 Add 0.00%
FCE.A hist Forest City Enterprises Inc. 0.65 843,767
ITC hist ITC Holdings Corp. 0.62 173,200 Add 9.48%
TROW hist T. Rowe Price Group 0.59 195,500
EPE hist Enterprise GP Holdings LP 0.54 167,200
EMR hist Emerson Electric 0.52 175,400
ITIC hist Investors Title Co. 0.49 228,850
BRO hist Brown & Brown Inc. 0.48 365,628
NTRS hist Northern Trust Corp. 0.45 140,000
LOW hist Lowe's Cos. 0.43 309,800
WAG hist Walgreen Co. 0.40 222,260
BUD hist Anheuser-Busch InBev 0.39 120,000 Add 71.43%
BK hist Bank of New York 0.38 226,149 Add 4.77%
PM hist Philip Morris Intl. 0.36 116,700
INTC hist Intel Corp. 0.33 252,542
ACN hist Accenture 0.32 123,100 Add 0.16%

Sector % analysis

Financials

45.63
Consumer Discretionary

18.33
Industrials

10.77
Consumer Staples

8.27
Consumer Goods

5.37
Health Care

4.30
Energy

2.63
Materials

1.82
Information Technology

1.79
Utilities

0.62
Services

0.32
Industrial Goods

0.13