Tom Gayner's Q3 moves


Markel's (MKL) Tom Gayner added five new stocks to the company portfolio in the last quarter, and he likes fertilizers and private equity, buying 150K shares of Mosaic (MOS) and 70K shares of Potash (POT), 100K shares of Apollo Global (APO), 105K shares of Apollo Group (APOL), and 10K shares of Copart (CPRT). In addition to the Apollo Global purchase, he greatly boosted stakes in KKR, Blackstone (BX), and Carlyle Group (CG).

He completely sold out of positions in Quaterra Resources (QMM) and Union First Market Bankshares (UBSH).

CarMax (KMX) remains his portfolio's top holding at 8.4%, but Gayner did cut his stake by 1.46%.

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