Tom Gayner Top 10 Holdings (Q4 2020)

Johnny HopkinsTom Gayner, Top 10 HoldingsLeave a Comment

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time here at The Acquirer’s Multiple digging through these 13F-HR documents to find out which superinvestors hold positions in the stocks listed in our Stock Screeners.

As a new weekly feature, we’re now providing the top 10 holdings from some of our favorite superinvestors based on their latest 13F-HR documents.

This week we’ll take a look at superinvestor Tom Gayner (12-31-2020). The current market value of his portfolio is $6,712,786,000, with a top 10 holdings concentration of 42.79%.

Top 10 Holdings

Stock Shares Market Value % of
BRK.A / Berkshire Hathaway, Inc. 1,114 $387,466,000 5.77
BAM / Brookfield Asset Management, Inc. 8,706,561 $359,320,000 5.35
BRK.B / Berkshire Hathaway, Inc. 1,531,971 $355,218,000 5.29
DIS / The Walt Disney Co. 1,863,585 $337,645,000 5.03
AMZN /, Inc. 98,442 $320,618,000 4.78
HD / Home Depot, Inc. (The) 920,000 $244,370,000 3.64
GOOG / Alphabet Inc. Class C 137,493 $240,871,000 3.59
DEO / Diageo plc 1,350,108 $214,410,000 3.19
V / Visa, Inc. 956,740 $209,268,000 3.12
DE / Deere & Co. 755,800 $203,348,000 3.03

Top Buys

Stock % Change
DIS / The Walt Disney Co. 1.11
BAM / Brookfield Asset Management, Inc. 0.47
GS / Goldman Sachs Group, Inc 0.18
HCSG / Healthcare Services Group, Inc. 0.07
DEO / Diageo plc 0.04

Top Sells

Stock % Change
MHK / Mohawk Industries, Inc. 0.02

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