Tom Gayner Portfolio

Thomas S. Gayner is Co-Chief Executive Officer of Markel Corp. He received his Bachelor's Degree from McIntire School of Commerce before graduating at the Lawrenceville School. Markel Corporation markets and underwrites specialty insurance products to many different niche markets and holds different investments. The business has offices across the world.
Tom Gayner’s portfolio highlights a concentrated investment approach focused on durable, cash-generating businesses and long-term compounding through high-quality stocks. Key holdings include:
1) Sunbelt Rentals Holdings Inc — A growth-oriented investment in equipment rental demand, benefiting from infrastructure, non-residential construction activity, and fleet utilization trends.
2) Alphabet Inc. (Ordinary Shares, Class C) — A core investment in large-scale digital advertising, cloud services, and AI-driven platform economics, reflecting a preference for dominant tech franchises with resilient monetization.
3) Berkshire Hathaway Inc. (Ordinary Shares, Class A) — An investment in a diversified holding company with disciplined capital allocation, strong operating exposure, and a history of compounding through multiple insurance and industrial businesses.
4) Berkshire Hathaway Inc. (Ordinary Shares, Class B) — A complementary position reinforcing the portfolio’s thesis in Berkshire’s value discipline, diversified earnings streams, and long-term investor mindset.
5) Deere & Co. — A cyclical-with-structure investment in agricultural and construction equipment, emphasizing brand strength, installed-base service revenue, and operational leverage over market cycles.
Overall, these stocks suggest Tom Gayner favors established leaders, diversified cashflow profiles, and long-duration investment themes—an approach designed to sustain returns across varying market environments.