Tom Gayner's Strategic Moves in Q3 2024: A Closer Look at Whirlpool Corp's Adjustment

GuruFocus.com11-02

Insights into the Investment Shifts of a Prominent Value Investor Tom Gayner (Trades, Portfolio), the Co-Chief Executive Officer of Markel Corporation, has recently disclosed his investment activities...

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Tom Gayner , the Co-Chief Executive Officer of Markel Corporation, has recently disclosed his investment activities for the third quarter of 2024 through the latest 13F filing. With a career that began at Markel in 1990, Gayner has developed a reputation for a disciplined investment strategy that focuses on companies with strong returns, modest leverage, reputable management, and the potential for reinvestment. His approach emphasizes acquiring these businesses at fair prices, aiming for long-term growth in intrinsic value.Airbnb Inc  with 19,150 shares, making up 0.02% of the portfolio and valued at $2.43 million.Domino's Pizza Inc  with 4,500 shares, also representing 0.02% of the portfolio, valued at $1.94 million.Brunswick Corp  with 14,000 shares, accounting for 0.01% of the portfolio, valued at $1.17 million.As of the third quarter of 2024, Tom Gayner 's portfolio included 132 stocks. The top holdings were 6.93% i","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4142":"酒店、度假村与豪华游轮","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","AMZN":"亚马逊","BK4017":"黄金","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","SQQQ":"纳指三倍做空ETF","FNV":"Franco Nevada Corp","EA":"艺电","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","WHR":"惠而浦","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","DPZ":"达美乐比萨","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","TQQQ":"纳指三倍做多ETF","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","QID":"纳指两倍做空ETF","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","BRK.A":"伯克希尔","BK4534":"瑞士信贷持仓","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","BRK.B":"伯克希尔B","LU1989763427.SGD":"CPR Invest - Food For Generations A2 Acc SGD-H","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0251142724.SGD":"Fidelity America A-SGD","QLD":"纳指两倍做多ETF","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","BK4152":"农用农业机械","BN":"Brookfield","BK4538":"云计算","ABNB":"爱彼迎","GOOG":"谷歌","BC":"宾士域","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","CBRL":"CB乡村店","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","PSQ":"纳指反向ETF","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","EFX":"艾可菲","BK4505":"高瓴资本持仓",".IXIC":"NASDAQ Composite","DE":"迪尔股份有限公司","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC"},"translate_title":"汤姆·盖纳2024年第三季度的战略举措：仔细观察惠而浦公司的调整","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ABNB":1,"WHR":1,"FNV":1,"EFX":1,"EA":1,"DPZ":1,"DE":1,"CBRL":1,"BRK.A":1,"BN":1,"BC":1,".IXIC":0.9,"BRK.B":0.7,"PSQ":0.6,"QID":0.6,"QLD":0.6,"SQQQ":0.6,"TQQQ":0.6,"GOOG":0.6,"AMZN":0.6,"MNQmain":0.6,"NQmain":0.6},"content_text":"Insights into the Investment Shifts of a Prominent Value Investor\nTom Gayner (Trades, Portfolio), the Co-Chief Executive Officer of Markel Corporation, has recently disclosed his investment activities for the third quarter of 2024 through the latest 13F filing. With a career that began at Markel in 1990, Gayner has developed a reputation for a disciplined investment strategy that focuses on companies with strong returns, modest leverage, reputable management, and the potential for reinvestment. His approach emphasizes acquiring these businesses at fair prices, aiming for long-term growth in intrinsic value.\n\n\nSummary of New Buys\nDuring the third quarter, Tom Gayner (Trades, Portfolio) expanded his portfolio by adding four new stocks. Noteworthy new positions include:\n\nAirbnb Inc (NASDAQ:ABNB) with 19,150 shares, making up 0.02% of the portfolio and valued at $2.43 million.\nDomino's Pizza Inc (NYSE:DPZ) with 4,500 shares, also representing 0.02% of the portfolio, valued at $1.94 million.\nBrunswick Corp (NYSE:BC) with 14,000 shares, accounting for 0.01% of the portfolio, valued at $1.17 million.\n\nKey Position Increases\nGayner also made significant increases to several existing positions:\n\nFranco-Nevada Corp (NYSE:FNV) saw an addition of 100,500 shares, bringing the total to 345,500 shares. This adjustment increased the share count by 41.02% and had a 0.11% impact on the current portfolio, with a total value of $42.93 million.\nDeere & Co (NYSE:DE) with an additional 23,750 shares, bringing the total to 869,100 shares. This represents a 2.81% increase in share count, with a total value of $362.70 million.\n\nSummary of Sold Out Positions\nTom Gayner (Trades, Portfolio) completely exited several holdings in this quarter:\n\nElectronic Arts Inc (NASDAQ:EA), where all 49,800 shares were sold, impacting the portfolio by -0.07%.\nCracker Barrel Old Country Store Inc (NASDAQ:CBRL), with all 111,000 shares liquidated, causing a -0.05% impact on the portfolio.\n\nKey Position Reductions\nReductions were also made in several key holdings:\n\nWhirlpool Corp (NYSE:WHR) was reduced by 124,430 shares, a -44.12% decrease, impacting the portfolio by -0.12%. The stock traded at an average price of $100.51 during the quarter and has seen a 6.40% return over the past three months, despite a -10.78% return year-to-date.\nEquifax Inc (NYSE:EFX) saw a reduction of 25,000 shares, a -25.55% decrease, impacting the portfolio by -0.06%. The stock traded at an average price of $282.04 during the quarter and has returned -6.16% over the past three months and 7.39% year-to-date.\n\nPortfolio Overview\nAs of the third quarter of 2024, Tom Gayner (Trades, Portfolio)'s portfolio included 132 stocks. The top holdings were 6.93% in Berkshire Hathaway Inc (NYSE:BRK.A), 6.35% in Berkshire Hathaway Inc (NYSE:BRK.B), 4.17% in Brookfield Corp (NYSE:BN), 4.14% in Alphabet Inc (NASDAQ:GOOG), and 3.41% in Amazon.com Inc (NASDAQ:AMZN). The holdings are mainly concentrated in 9 of all the 11 industries: Financial Services, Industrials, Consumer Cyclical, Technology, Communication Services, Consumer Defensive, Healthcare, Basic Materials, and Real Estate.\n\n\nThis article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein.This article first appeared on \nGuruFocus.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2480411864"}