Tom Gayner's top holdings (July 2026) include Sunbelt Rentals Holdings Inc (SUNB.L), a major international provider of industrial and construction equipment rentals.

Tom Gayner serves as the Chief Executive Officer of Markel Group, a diversified financial holding company. In his role, he manages the organization’s investment portfolio with a focus on long-term equity holdings in businesses with high capital efficiency and honest management teams.

Sunbelt Rentals Holdings Inc (SUNB.L)

Sunbelt Rentals Holdings Inc operates as a significant provider of equipment rental services, catering primarily to the construction and industrial sectors. The firm maintains an extensive network of locations, offering a diverse fleet of tools and heavy machinery to a broad customer base. The company's market cap stands at $22.97B, while the current value of Tom Gayner's holding is $5.29B. A discounted cash flow analysis for the company indicates a value of $7,750 per share.

Here's an overview of Tom Gayner's trades in Sunbelt Rentals Holdings Inc: [STOCKCIRCLE_EMBED_PLACEHOLDER_SUNB.L]

Alphabet Inc (GOOG)

Alphabet Inc is a global technology conglomerate that functions through various segments, most notably Google Services and Google Cloud. Its operations include a wide range of products such as Search, YouTube, and the Android operating system, alongside infrastructure and platform services. With a total market capitalization of $4.08T, Alphabet’s current position in Tom Gayner’s portfolio is valued at $971.61M. Analysts have issued a price target of $434.55 for the stock, and its discounted cash flow is calculated at $174.60.

Here's an overview of Tom Gayner's trades in Alphabet Inc:

Berkshire Hathaway Inc. (BRK.A)

Berkshire Hathaway is a diverse holding company with operations spanning insurance, freight rail transportation, and energy generation. It holds significant equity stakes in numerous global enterprises and operates a wide array of subsidiaries across various industries. This holding in Tom Gayner's portfolio is currently worth $681.07M. Based on discounted cash flow modeling, the share value is estimated at $686,560 per share.

Here's an overview of Tom Gayner's trades in Berkshire Hathaway Inc.: [STOCKCIRCLE_EMBED_PLACEHOLDER_BRK.A]

Berkshire Hathaway Inc. (BRK.B)

As the Class B common stock of the Omaha-based conglomerate, these shares represent interest in a wide variety of businesses including manufacturing, retailing, and service sectors. The company is notably active in the insurance industry through its ownership of major carriers like GEICO and Gen Re. The current value of Tom Gayner's position in the Class B shares is $621.63M. The discounted cash flow for this share class is valued at $455.49.

Here's an overview of Tom Gayner's trades in Berkshire Hathaway Inc.: [STOCKCIRCLE_EMBED_PLACEHOLDER_BRK.B]

Deere & Co. (DE)

Deere & Co. is a prominent manufacturer of equipment for the agricultural, construction, and forestry industries. The company produces a vast range of machinery, including tractors, combines, and heavy loaders, under the John Deere brand name. Deere & Co. has a market capitalization of $165.54B, with Tom Gayner's position currently valued at $556.88M. Market analysts have set a price target of $685.50 for the stock, while the discounted cash flow value stands at $32.49.

Here's an overview of Tom Gayner's trades in Deere & Co.: