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

Recommended Reading:

David Iben’s Kopernik Global Loves These Stocks: Cameco Corporation (USA) (CCJ), Barrick Gold Corporation (USA) (ABX) & More

Emerging Sovereign Top Picks: Anheuser Busch Inbev SA (ADR) (BUD), Vipshop Holdings Ltd. – ADR (VIPS) & Others

Murray Stahl’s Horizon Asset Management Ups Stake in Dreamworks Animation Skg Inc. (DWA)

Comments
Insider Monkey Small Cap Strategy
Insider Monkey Small Cap Strategy

Insider Monkey beat the market by 52 percentage points in 24 months. Our beta is only 1.2 (don't click this link if beating the market isn't important to you).

Lists

Most Expensive Animals in the World

Most Expensive Specialty Crops in the World

Movies That Took Ages to Make

The Longest Hollywood Films Ever Made

Most Expensive Concert Stages

The Richest Bands of all Time

10 Most Corrupt Countries 2013 List

10 Countries with the Highest Quality of Life Index

Most Expensive Mattresses in the World

5 Smallest Countries by Land Area

The Ultimate Heartbreak Songs

Richest Teenagers in the World

10 Most Haunted Places in America

10 Best Places to Retire in Florida East Coast

Top 10 Places to See Before You Die

Top 8 Countries in the World Where Justice Prevails

10 Richest States in America

15 Wealthiest Countries in the World

Richest Singers in the World

Most Expensive Tasting Menu in New York City

Most Expensive Baby Items in the World

Most Expensive Hotel Suites in Vegas

Most Expensive Brunch in New York City

Most Expensive Beef Cuts in the World

25 Best Colleges to Get a Job

Top 10 US Supermarkets

The 25 Most Dangerous Cities in the World to Visit

Most Expensive Xbox Games

Top 11 Cities Where Billionaires Live

Top 10 Most Charitable Companies in America

Most Expensive Seafood in the World

The 10 Wildest Conspiracy Theories

The 10 Best Job Markets in the US

Top 10 Accounting Scandals of All Time

The 25 Biggest Cities in the World

Top 10 Best Paying Virtual Jobs

Most Expensive Leather Shoes in the World

Top 6 Things to Buy in March

The 10 Most Stressful Jobs in America – 2014 List

Top 10 Jobs for Introverted People

Top 10 Honeymoon Destinations in the World

Top 10 Highest Paying Jobs in the World

Most Expensive Day-Care in New York City

The 10 Cheapest Places to Retire Abroad

Top 10 Most Expensive Luxury Cars in the World – 2014

Killer Small Business Ideas

The 50 Best Personal Finance Blogs

Most Expensive Apartments in New York City

Bloodiest UFC Fights Ever Fought

Most Expensive Rum Brands in the World

Subscribe

Enter your email:

Delivered by FeedBurner

X

Thanks! An email with instructions is sent to !

Your email already exists in our database. Click here to go to your subscriptions

Insider Monkey returned 47.6% in its first year! Wondering How?

Download a complete edition of our newsletter for free!