Published on 6 Nov 2023 on GuruFocus.com via Yahoo Finance
Tom Gayner's Q3 2023 13F Filing: A Focus on LPL Financial Holdings Inc
Insights into the Investment Moves of Markel Corporation's Co-CEO
Tom Gayner (Trades, Portfolio), Co-Chief Executive Officer of Markel Corporation, recently submitted his 13F report for the third quarter of 2023. Gayner, who joined Markel in 1990, oversees the company's investing activities and the Markel Ventures diverse industrial and service businesses. Prior to Markel, he served as vice president of Davenport & Co of Virginia and as a Certified Public Accountant with PriceWaterhouseCoopers LLP. Gayner's investment philosophy is outlined in Markel's 2019 Letter to Shareholders, emphasizing a four-part discipline: seeking businesses with good returns and modest leverage, management teams with talent and integrity, opportunities for capital reinvestment and growth, and acquiring holdings at fair prices.
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