Markel Corp’s Top Picks Include CarMax Inc. (KMX), Berkshire Hathaway Inc. (BRK.A) & More

In the current round of 13F filings, hedge funds and other institutional investors are disclosing their equity portfolios as held at the end of the last year. In its latest 13F, Markel Gayner Asset Management, managed by Tom Gayner, revealed its holdings as held at the end of the fourth quarter of 2013.

Tom Gayner

The total value of Markel’s equity portfolio jumped to $3.16 billion in the fourth quarter from $2.92 billion disclosed in the third quarter. In this article, we will talk about Markel’s top five holdings in terms of value that the fund has held in his equity portfolio at the end of last year.

The first one is CarMax Inc. (NYSE:KMX) in which the fund disclosed 5.03 million shares, with a reported value of around $236.34 million. CarMax Inc. (NYSE:KMX) is a retailer of used cars. The company offers tens of thousands of used cars across the country.

The second and third positions are held by Warren Buffet‘s Berkshire Hathaway. Markel revealed holding 1,094 class A shares of Berkshire Hathaway Inc. (NYSE:BRK.A), with a total value of $194.62 million.  Also, the fund owns around 1.53 million class B shares of Berkshire Hathaway Inc. (NYSE:BRK.B), worth $181.07 million.

The next on the list is the UK-based Diageo plc (ADR) (NYSE:DEO), in which Markel reported ownership of 1.21 million shares, worth $160.34 million. It is followed by Brookfield Asset Management Inc. (USA) (NYSE:BAM), in which the fund currently owns 3.22 million shares, with a reported value of $124.94 million. Brookfield Asset Management Inc. (USA) (NYSE:BAM) is a global alternative asset manager with over $175 billion in assets under management.

Disclosure: none

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