Thomas Gayner - Markel Asset ManagementFecha: 30 Sep 2023Inversiones: 133Valor: $8,283,708,000
Inversiones actuales
Stock
% de la cartera
Actividad reciente
Comparte
Precio
Valor
Precio Actual
Precio reportado
52 Week Low
52 Week High
BRK.A - Berkshire Hathaway CL A
7.15
1,114
$531476.66
$592,065,000
$526925.01
-0.86%
$434925.00
$566569.97
BRK.B - Berkshire Hathaway CL B
6.48
1,531,971
$350.30
$536,649,000
$347.10
-0.91%
$288.06
$373.34
GOOG - Alphabet Inc. CL C
4.38
2,749,860
$131.85
$362,569,000
$132.60
0.57%
$85.57
$142.38
DE - Deere & Co.
3.46
Add 0.40%
758,800
$377.38
$286,356,000
$371.35
-1.60%
$343.27
$448.42
HD - Home Depot
3.36
920,000
$302.16
$277,987,000
$296.32
-1.93%
$273.36
$340.12
BN - Brookfield Corp.
3.29
8,715,741
$31.27
$272,541,000
$32.05
2.49%
$28.13
$47.53
AMZN - Amazon.com Inc.
3.11
Add 0.30%
2,024,960
$127.12
$257,413,000
$141.75
11.51%
$81.43
$145.86
V - Visa Inc.
2.77
Add 1.01%
999,285
$230.01
$229,845,000
$244.12
6.13%
$191.36
$249.53
AAPL - Apple Inc.
2.53
Add 0.49%
1,221,890
$171.21
$209,199,000
$182.58
6.64%
$123.48
$197.70
WSO - Watsco Inc.
2.49
Add 1.21%
545,750
$377.72
$206,141,000
$372.59
-1.36%
$236.23
$403.48
DEO - Diageo ADR
2.43
1,350,208
$149.18
$201,424,000
$160.00
7.25%
$146.60
$187.41
ADI - Analog Devices
2.39
Add 0.54%
1,128,671
$175.09
$197,619,000
$169.25
-3.34%
$143.50
$198.21
NVO - Novo Nordisk A S
2.36
2,150,000
$90.94
$195,521,000
$102.71
12.94%
$54.15
$104.00
DIS - Walt Disney Co.
1.99
Add 0.45%
2,029,665
$81.05
$164,504,000
$84.60
4.38%
$78.73
$118.18
RLI - RLI Corp.
1.96
1,197,272
$135.89
$162,697,000
$132.50
-2.49%
$122.79
$149.01
MSFT - Microsoft Corp.
1.88
Add 1.34%
492,480
$315.75
$155,501,000
$361.64
14.53%
$217.86
$366.01
BLK - BlackRock Inc.
1.72
220,200
$646.49
$142,357,000
$652.63
0.95%
$596.18
$764.93
LOW - Lowe's Cos.
1.62
Add 2.06%
645,480
$207.84
$134,157,000
$195.25
-6.06%
$181.85
$235.82
BX - Blackstone Group
1.59
1,229,000
$107.14
$131,675,000
$99.00
-7.60%
$69.25
$115.77
MMC - Marsh & McLennan
1.54
Add 1.97%
672,500
$190.30
$127,977,000
$196.39
3.20%
$150.21
$198.46
GS - Goldman Sachs Group
1.40
359,360
$323.57
$116,278,000
$325.74
0.67%
$289.36
$378.23
TXN - Texas Instruments
1.39
724,000
$159.01
$115,123,000
$145.31
-8.62%
$137.59
$182.15
ADM - Archer-Daniels-Midland
1.33
1,463,300
$75.42
$110,362,000
$72.10
-4.40%
$69.31
$96.49
PGR - Progressive Corp.
1.27
753,750
$139.30
$104,997,000
$158.65
13.89%
$111.33
$161.00
JNJ - Johnson & Johnson
1.15
610,800
$155.75
$95,132,000
$150.87
-3.13%
$144.95
$177.11
APO - Apollo Global Management
1.10
1,012,500
$89.76
$90,882,000
$84.93
-5.38%
$54.49
$93.18
KKR - KKR & Co. L.P.
1.08
Add 0.19%
1,451,800
$61.60
$89,431,000
$62.51
1.48%
$44.64
$64.77
GD - General Dynamics
1.04
391,000
$220.97
$86,400,000
$242.51
9.75%
$199.90
$250.95
CAT - Caterpillar Inc.
0.99
Add 2.08%
299,100
$273.00
$81,654,000
$235.80
-13.63%
$201.99
$292.37
MA - Mastercard Inc.
0.99
207,540
$395.91
$82,167,000
$390.40
-1.39%
$313.24
$417.99
META - Meta Platforms Inc.
0.94
Add 2.41%
258,881
$300.21
$77,719,000
$315.69
5.16%
$100.74
$330.54
ITW - Illinois Tool Works
0.91
327,500
$230.31
$75,427,000
$229.40
-0.40%
$206.12
$262.60
BAM - Brookfield Asset Management
0.88
2,193,953
$33.34
$73,147,000
$30.85
-7.47%
$25.99
$36.50
GOOGL - Alphabet Inc.
0.88
Add 0.91%
555,000
$130.86
$72,627,000
$131.14
0.21%
$84.86
$141.22
MSCI - MSCI Inc.
0.88
142,850
$513.08
$73,293,000
$502.56
-2.05%
$445.23
$566.44
AXP - American Express
0.87
484,250
$149.19
$72,245,000
$153.12
2.63%
$140.64
$180.12
LPLA - LPL Financial Holdings Inc.
0.86
Add 137.11%
301,264
$237.65
$71,595,000
$222.13
-6.53%
$178.00
$267.75
SCHW - Charles Schwab Corp.
0.85
Add 2.45%
1,276,766
$54.90
$70,094,000
$54.90
0.00%
$44.59
$85.58
MCO - Moody's Corp.
0.82
213,890
$316.17
$67,626,000
$337.38
6.71%
$259.15
$362.35
NVR - NVR Inc.
0.78
Add 2.90%
10,824
$5963.32
$64,547,000
$5945.94
-0.29%
$4050.71
$6525.00
DG - Dollar General
0.75
Add 15.91%
590,250
$105.80
$62,448,000
$120.37
13.77%
$101.09
$256.44
ATVI - Activision Blizzard Inc.
0.74
650,600
$93.63
$60,916,000
$94.42
0.84%
$94.54
SPGI - S&P Global Inc.
0.66
150,690
$365.41
$55,063,000
$384.07
5.11%
$309.58
$427.65
FDS - FactSet Research Systems
0.62
116,720
$437.26
$51,037,000
$448.55
2.58%
$376.08
$470.86
ROL - Rollins Inc.
0.62
Add 1.99%
1,383,275
$37.33
$51,637,000
$37.96
1.69%
$32.19
$44.90
ACN - Accenture
0.59
159,400
$307.11
$48,953,000
$316.65
3.11%
$239.98
$329.07
BF.A - Brown-Forman Corp. CL A
0.59
843,000
$58.10
$48,978,000
$60.65
4.39%
$53.52
$73.73
HEI.A - HEICO Corp. CL A
0.59
379,644
$129.22
$49,058,000
$129.37
0.12%
$114.63
$144.25
SBUX - Starbucks Corp.
0.59
532,318
$91.27
$48,584,000
$104.40
14.39%
$88.96
$113.69
CMCSA - Comcast Corp.
0.57
Add 0.09%
1,060,741
$44.34
$47,034,000
$41.66
-6.04%
$30.09
$46.84
ECL - Ecolab Inc.
0.56
274,300
$169.40
$46,466,000
$175.76
3.75%
$138.09
$190.84
NSC - Norfolk Southern Corp.
0.55
229,500
$196.93
$45,195,000
$194.91
-1.03%
$181.79
$255.22
LIN - Linde plc
0.54
Add 5.33%
120,500
$372.35
$44,868,000
$392.31
5.36%
$321.88
$395.18
ROK - Rockwell Automation Inc.
0.53
154,900
$285.87
$44,281,000
$258.29
-9.65%
$245.67
$347.15
CG - Carlyle Group
0.48
1,327,000
$30.16
$40,022,000
$30.23
0.23%
$24.33
$37.00
FDX - FedEx Corp.
0.46
Add 9.02%
145,000
$264.92
$38,414,000
$244.37
-7.76%
$154.07
$270.46
WHR - Whirlpool Corp.
0.46
282,049
$133.70
$37,710,000
$111.85
-16.34%
$98.40
$158.55
NKE - NIKE Inc.
0.43
368,900
$95.62
$35,275,000
$109.83
14.86%
$88.66
$130.07
JPM - JPMorgan Chase & Co.
0.42
Add 5.69%
241,550
$145.02
$35,030,000
$144.25
-0.53%
$120.43
$158.21
TROW - T. Rowe Price Group
0.40
314,000
$104.87
$32,929,000
$94.78
-9.62%
$87.43
$129.81
AON - Aon Plc
0.39
Add 6.99%
99,550
$324.22
$32,276,000
$328.39
1.29%
$278.71
$346.01
ODFL - Old Dominion Freight Line
0.39
Add 17.78%
79,500
$409.13
$32,526,000
$395.51
-3.33%
$276.30
$437.25
ITIC - Investors Title Co.
0.38
213,300
$148.09
$31,588,000
$147.50
-0.40%
$127.71
$165.11
SRCL - Stericycle Inc.
0.36
668,700
$44.71
$29,898,000
$40.87
-8.59%
$37.78
$56.12
TSN - Tyson Foods
0.35
Add 28.33%
577,500
$50.49
$29,158,000
$46.18
-8.54%
$44.94
$72.17
BF.B - Brown-Forman Corp.
0.33
474,187
$57.69
$27,356,000
$59.04
2.34%
$52.59
$74.06
MMM - 3M Co.
0.33
293,750
$93.62
$27,501,000
$91.93
-1.81%
$85.35
$126.78
VRSK - Verisk Analytics Inc.
0.33
Add 5.23%
114,700
$236.24
$27,097,000
$235.07
-0.50%
$166.23
$249.26
HGTY - Hagerty Inc.
0.30
3,000,000
$8.17
$24,510,000
$8.63
5.63%
$7.52
$10.42
SHW - Sherwin-Williams
0.29
94,172
$255.05
$24,019,000
$254.51
-0.21%
$204.43
$283.17
CABO - Cable ONE Inc.
0.28
Add 41.20%
37,700
$615.65
$23,210,000
$600.76
-2.42%
$520.05
$850.75
CVS - CVS Health Corp.
0.28
332,000
$69.82
$23,181,000
$70.13
0.44%
$64.07
$101.55
LMT - Lockheed Martin Corp.
0.28
56,363
$408.96
$23,050,000
$448.33
9.63%
$393.77
$501.35
COST - Costco Co.
0.27
39,150
$564.96
$22,118,000
$568.37
0.60%
$441.96
$575.19
THG - Hanover Insurance Group
0.25
Add 19.62%
189,000
$110.98
$20,975,000
$115.43
4.01%
$103.06
$145.68
CSCO - Cisco Systems
0.22
342,000
$53.76
$18,385,000
$53.17
-1.10%
$41.96
$57.35
LBRDA - Liberty Broadband Corp. CL A
0.22
Reduce 4.14%
196,750
$90.91
$17,886,000
$84.75
-6.78%
$68.15
$97.05
PAYX - Paychex Inc.
0.21
150,000
$115.33
$17,299,000
$113.52
-1.57%
$102.31
$128.77
UNP - Union Pacific
0.21
85,778
$203.63
$17,467,000
$212.19
4.20%
$181.39
$239.08
CCK - Crown Holdings
0.20
189,500
$88.48
$16,767,000
$80.99
-8.47%
$71.37
$95.81
PEP - PepsiCo Inc.
0.20
96,210
$169.44
$16,302,000
$167.82
-0.96%
$155.83
$192.79
ALL - Allstate Corp.
0.19
Add 10.11%
141,550
$111.41
$15,770,000
$129.10
15.88%
$99.73
$138.86
BK - Bank of New York Mellon Corp.
0.19
365,250
$42.65
$15,578,000
$44.83
5.11%
$38.89
$50.81
EFX - Equifax Inc.
0.19
87,850
$183.18
$16,092,000
$184.71
0.84%
$159.95
$239.90
RTX - RTX Corp.
0.19
224,000
$71.97
$16,122,000
$83.18
15.58%
$68.56
$106.84
LBRDK - Liberty Broadband Corp. CL C
0.17
Reduce 12.93%
149,859
$91.32
$13,685,000
$84.31
-7.68%
$68.67
$96.88
CARR - Carrier Global Corp.
0.16
235,000
$55.20
$12,972,000
$50.63
-8.28%
$39.60
$59.80
HXL - Hexcel Corp.
0.15
189,000
$65.14
$12,311,000
$63.09
-3.15%
$55.18
$78.78
PM - Philip Morris Intl.
0.13
114,500
$92.58
$10,600,000
$90.80
-1.92%
$86.19
$101.42
SEIC - SEI Investments
0.13
173,200
$60.23
$10,432,000
$55.96
-7.09%
$52.20
$64.43
CE - Celanese Corp.
0.12
Add 17.61%
76,800
$125.52
$9,640,000
$117.43
-6.45%
$89.19
$130.26
EA - Electronic Arts
0.12
80,800
$120.40
$9,728,000
$130.49
8.38%
$107.86
$139.86
RNR - RenaissanceRe Holdings Ltd.
0.12
Add 36.11%
49,000
$197.92
$9,698,000
$207.75
4.97%
$171.87
$227.16
COF - Capital One Financial
0.11
Add 16.88%
90,000
$97.06
$8,735,000
$104.52
7.69%
$82.91
$121.55
OTIS - Otis Worldwide Corp.
0.11
114,620
$80.31
$9,205,000
$80.19
-0.15%
$71.45
$90.97
TGT - Target Corp.
0.11
Add 53.70%
83,000
$110.57
$9,177,000
$111.42
0.77%
$102.93
$177.83
AMT - American Tower Corp.
0.10
51,910
$164.44
$8,536,000
$184.44
12.16%
$153.03
$229.61
IQV - IQVIA Holdings Inc.
0.10
Add 37.71%
43,826
$196.76
$8,623,000
$200.09
1.69%
$167.42
$241.86
SMG - Scotts Miracle-Gro Co.
0.10
Add 4.18%
156,000
$51.68
$8,062,000
$51.13
-1.06%
$43.67
$85.91
WFC - Wells Fargo
0.10
204,450
$40.86
$8,354,000
$40.93
0.17%
$34.40
$47.66
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