Tom Gayner Portfolio: A Look at His Top Holdings (September 2025)
Tom Gayner's top holdings (September 2025) include Berkshire Hathaway Inc. (BRK.A), a multinational conglomerate holding company with diverse business interests spanning insurance, manufacturing, and retail.
Tom Gayner serves as the Chief Executive Officer of Markel Group, a diverse financial holding company. His investment philosophy is rooted in a disciplined approach to capital allocation, focusing on businesses with strong fundamentals and durable competitive advantages. He emphasizes long-term ownership of high-quality companies that can compound value over time.
Berkshire Hathaway Inc. (BRK.A)
Berkshire Hathaway Inc. operates as a multinational conglomerate holding company, overseeing a vast array of businesses from insurance and utilities to manufacturing and retail. It is known for its diversified portfolio of subsidiaries and equity investments across various sectors.
This holding in Tom Gayner's portfolio is currently worth $681.07M. A discounted cash flow analysis for the company indicates a value of $686.56K.
Here's an overview of Tom Gayner's trades in Berkshire Hathaway Inc.: [STOCKCIRCLE_EMBED_PLACEHOLDER_BRK.A]
Berkshire Hathaway Inc. (BRK.B)
As a leading multinational conglomerate, Berkshire Hathaway Inc. encompasses a wide range of enterprises. Its operations include significant ventures in insurance, freight rail transportation, energy generation and distribution, and various manufacturing and retail businesses.
The current value of Tom Gayner's position in BRK.B stands at $621.63M. The company's discounted cash flow analysis suggests a value of $455.49.
Here's an overview of Tom Gayner's trades in Berkshire Hathaway Inc.: [STOCKCIRCLE_EMBED_PLACEHOLDER_BRK.B]
Alphabet Inc (GOOG)
Alphabet Inc. is a global technology giant primarily known for its Google search engine, Android operating system, and YouTube video platform. The company also engages in cloud computing, autonomous vehicle technology, and artificial intelligence research.
Alphabet boasts a market capitalization of $2.58T. Tom Gayner's position in the company is currently valued at $587.18M. Analysts have set a price target of $208.33 for Alphabet, while its discounted cash flow analysis suggests a value of $276.45.
Here's an overview of Tom Gayner's trades in Alphabet Inc.:
Brookfield Corporation (BN)
Brookfield Corporation is a leading global alternative asset manager with extensive operations in real estate, renewable power, infrastructure, private equity, and credit. It invests in and operates assets around the world, focusing on long-term value creation.
The company's market cap stands at $80.06B, and Tom Gayner's holding is currently worth $572.8M. Analysts have established a price target of $78.5 for Brookfield Corporation.
Here's an overview of Tom Gayner's trades in Brookfield Corporation.:
Amazon.com Inc. (AMZN)
Amazon.com Inc. is a multinational technology company focused on e-commerce, cloud computing, digital streaming, and artificial intelligence. It operates one of the world's largest online marketplaces and provides extensive cloud infrastructure services through Amazon Web Services (AWS).
With a market capitalization of $2.44T, Amazon is a significant player in the global economy. The position is currently valued at $465.04M in Tom Gayner's portfolio. The company's discounted cash flow analysis suggests a value of $32.01, and analysts project a price target of $255.63.
Here's an overview of Tom Gayner's trades in Amazon.com Inc.: