Tom Gayner's top holdings (May 2026) include Alphabet Inc (GOOG), a global technology conglomerate known for its Google search engine, Android mobile operating system, and YouTube video platform.

Tom Gayner serves as the Co-Chief Executive Officer and Chief Investment Officer for Markel Group Inc. Throughout his tenure, he has been known for his disciplined investment philosophy, which centers on identifying and investing in quality businesses. His approach typically involves a long-term perspective on the companies within the Markel portfolio.

Alphabet Inc (GOOG)

Alphabet Inc. is a multinational technology company specializing in internet-related services and products, including search, cloud computing, online advertising, and software. Its core offerings include Google Search, Android, Chrome, YouTube, and Google Cloud. The company has a substantial market capitalization of $4.17 trillion, and the current value of Tom Gayner's position is $1.05 billion. Analysts have set a price target of $378.71 for Alphabet, with a discounted cash flow analysis suggesting a value of $199.52 per share.
Here's an overview of Tom Gayner's trades in Alphabet Inc: [STOCKCIRCLE_EMBED_PLACEHOLDER_goog]

Berkshire Hathaway Inc. (BRK.A)

Berkshire Hathaway Inc. is a multinational conglomerate holding company headquartered in Omaha, Nebraska. The company owns a diverse range of businesses across various industries, including insurance, manufacturing, utilities, and retail. This holding in Tom Gayner's portfolio is currently worth $681.07 million, and its discounted cash flow analysis suggests a value of $686.56 thousand 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)

Berkshire Hathaway Inc. operates as a conglomerate, with subsidiaries engaged in diverse business activities across the globe. These operations span sectors such as insurance, freight rail transportation, utilities and energy, manufacturing, services, and retailing. The position is currently valued at $621.63 million in Tom Gayner's portfolio. Its discounted cash flow analysis suggests a value of $455.49 per share.
Here's an overview of Tom Gayner's trades in Berkshire Hathaway Inc.: [STOCKCIRCLE_EMBED_PLACEHOLDER_brk.b]

Brookfield Corporation (BN)

Brookfield Corporation is a leading global alternative asset manager focused on real assets, including real estate, infrastructure, renewable power, and private equity. The company manages a range of public and private investment products and services for institutional and retail clients worldwide. Brookfield has a market capitalization of $101.74 billion, with Tom Gayner's position in the company currently valued at $589.88 million. Analysts have set a price target of $57.75 for Brookfield Corporation.
Here's an overview of Tom Gayner's trades in Brookfield Corporation: [STOCKCIRCLE_EMBED_PLACEHOLDER_bn]

Amazon.com Inc. (AMZN)

Amazon.com Inc. is an American multinational technology company focusing on e-commerce, cloud computing, online advertising, digital streaming, and artificial intelligence. It operates the world's largest online marketplace, a prominent cloud services platform through Amazon Web Services (AWS), and a range of consumer electronics. The company's market cap stands at $2.84 trillion, while the current value of Tom Gayner's holding is $538.27 million. Analysts provide a price target of $284.28 for Amazon.com Inc., and its discounted cash flow suggests a value of $142.45 per share.
Here's an overview of Tom Gayner's trades in Amazon.com Inc.: [STOCKCIRCLE_EMBED_PLACEHOLDER_amzn]