Tom Gayner Portfolio Focus (MKL, BRK.A, MCD, KO, PG, CPB, ABT, MSFT,MSFT, MAR, SYY, CXMSF, CVA, COP, NYX, CBG, FR)

Tom Gayner is the CIO for Markel Corporation (NYSE: MKL). He is one of the finest minds in investing and was once said to be the best CIO to replace Warren Buffet in Berkshire Hathaways (NYSE: BRK.A). Gayner is considered a value investor that has simple rules in finding companies to invest in, companies with good profits and good returns on capital, management with capital discipline, good opportunities with attractive options to reinvest capital and most importantly a fair price.

Gayner’s portfolio has a track record of success with 3.5% annual returns for the past 10 years. On of the recent purchases of Gayner for his portfolio includes McDonalds (NYSE: MCD) and Coca Cola (NYSE: KO). McDonalds is down from this morning’s high of $59.48 to $58.67. Coca Cola is also down from this morning’s high of $54.26 to $53.21.

The diverse portfolio of Gayner also bought Proctor and Gamble (NYSE: PG), 0.08% of the total portfolio, Campbell Soup (NYSE: CPB) and Abbot Laboratories (NYSE: ABT), 0.09% of the total portfolio, and Microsoft (NASDAQ: MSFT), consisting 0.07% of the portfolio.

The Four largest holdings of the fund is Wal-Mart (NYSE: MSFT) with 3.73% of the portfolio, United Parcel Service Inc. (NYSE: UPS) with 3.2% of the portfolio, Marriott International Inc. (NYSE: MAR) with 2.81% and Sysco Corporation (NYSE: SYY) with 1.64%.

Gayner has sold out his positions in Cemex SA CPO (PINK: CXMSF), Covanta Holdings (NYSE: CVA), Conoco Phillips (NYSE: COP), NYSE Euronext (NYSE: NYX), CB Richard Ellis Group Inc. (NYSE: CBG) , and First Industrial Realty Trust Inc (NYSE: FR).