Markel Gayner Asset Management – GuruFocus.com

Tom Gayner (Trades, Portfolio)’s Markel Gayner Asset Administration Corp. offered shares of the following shares


Tom Gayner
(Trades, Portfolio)’s Markel Gayner Asset Administration Corp. offered shares of the following shares in the course of the 1st quarter of 2021, which ended on March 31.

Microchip Technological know-how

The guru’s Microchip Engineering Inc. (MCHP) placement was diminished by 65.64{46dd52bca0123ad67b2d1222819e83fd0a56e45ca5068239f05f0c514f1e20f9}, impacting the portfolio by -.22{46dd52bca0123ad67b2d1222819e83fd0a56e45ca5068239f05f0c514f1e20f9}.

The company has a market cap of $39.10 billion and an organization price of $47.91 billion.

GuruFocus gives the firm a profitability and expansion rating of 9 out of 10. The return on fairness of 6.07{46dd52bca0123ad67b2d1222819e83fd0a56e45ca5068239f05f0c514f1e20f9} and return on belongings of 1.95{46dd52bca0123ad67b2d1222819e83fd0a56e45ca5068239f05f0c514f1e20f9} are underperforming 60{46dd52bca0123ad67b2d1222819e83fd0a56e45ca5068239f05f0c514f1e20f9} of corporations in the semiconductors business. Its economical strength is rated 4 out of 10 with a cash-personal debt ratio of .04.

The major expert shareholder of the organization is Dodge & Cox with 6.79{46dd52bca0123ad67b2d1222819e83fd0a56e45ca5068239f05f0c514f1e20f9} of outstanding shares, followed by
Steven Cohen
(Trades, Portfolio) with .39{46dd52bca0123ad67b2d1222819e83fd0a56e45ca5068239f05f0c514f1e20f9} and Barrow, Hanley, Mewhinney & Strauss with .26{46dd52bca0123ad67b2d1222819e83fd0a56e45ca5068239f05f0c514f1e20f9}.

O-I Glass

The expert curbed the position in O-I Glass Inc. (OI) by 74.68{46dd52bca0123ad67b2d1222819e83fd0a56e45ca5068239f05f0c514f1e20f9}, impacting the portfolio by -.06{46dd52bca0123ad67b2d1222819e83fd0a56e45ca5068239f05f0c514f1e20f9}.

ddf33d4bc8c7f84135366f035edbe4f6.pngThe company, which manufactures glass bottles, has a market place cap of $2.68 billion and an business benefit of $7.28 billion.

GuruFocus gives the enterprise a profitability and expansion rating of 6 out of 10. The return on equity of 76.52{46dd52bca0123ad67b2d1222819e83fd0a56e45ca5068239f05f0c514f1e20f9} is outperforming 99{46dd52bca0123ad67b2d1222819e83fd0a56e45ca5068239f05f0c514f1e20f9} of organizations in the packaging and containers market. Its money energy is rated 3 out of 10. The hard cash-debt ratio of .14 is under the marketplace median of .37.

The biggest expert shareholders of the corporation consist of
David Abrams
(Trades, Portfolio) with 4.41{46dd52bca0123ad67b2d1222819e83fd0a56e45ca5068239f05f0c514f1e20f9} of outstanding shares,
Joel Greenblatt
(Trades, Portfolio) with .11{46dd52bca0123ad67b2d1222819e83fd0a56e45ca5068239f05f0c514f1e20f9} and
Jim Simons
(Trades, Portfolio)’ Renaissance Systems with .11{46dd52bca0123ad67b2d1222819e83fd0a56e45ca5068239f05f0c514f1e20f9}.

Guidewire Software package

The business shut its placement in Guidewire Software program Inc. (GWRE). The trade had an effect of -.02{46dd52bca0123ad67b2d1222819e83fd0a56e45ca5068239f05f0c514f1e20f9} on the portfolio.

4571a78b70801f153dab67c77570dfd2.png

The enterprise, which supplies computer software solutions, has a marketplace cap of $8.52 billion and an enterprise worth of $7.85 billion.

GuruFocus gives the firm a profitability and growth rating of 6 out of 10. The return on fairness of -1.3{46dd52bca0123ad67b2d1222819e83fd0a56e45ca5068239f05f0c514f1e20f9} and return on belongings of -.92{46dd52bca0123ad67b2d1222819e83fd0a56e45ca5068239f05f0c514f1e20f9} are underperforming 62{46dd52bca0123ad67b2d1222819e83fd0a56e45ca5068239f05f0c514f1e20f9} of businesses in the software program marketplace. Its fiscal energy is rated 6 out of 10 with a money-financial debt ratio of 2.44.

The biggest guru shareholder of the company is
Ron Baron
(Trades, Portfolio) with 6.82{46dd52bca0123ad67b2d1222819e83fd0a56e45ca5068239f05f0c514f1e20f9} of superb shares, followed by
Pioneer Investments
(Trades, Portfolio) with .43{46dd52bca0123ad67b2d1222819e83fd0a56e45ca5068239f05f0c514f1e20f9} and
Catherine Wood
(Trades, Portfolio) with .26{46dd52bca0123ad67b2d1222819e83fd0a56e45ca5068239f05f0c514f1e20f9}.

Archer-Daniels

The expert curbed the placement in Archer-Daniels Midland Co. (ADM) by 1.01{46dd52bca0123ad67b2d1222819e83fd0a56e45ca5068239f05f0c514f1e20f9}, impacting the portfolio by -.01{46dd52bca0123ad67b2d1222819e83fd0a56e45ca5068239f05f0c514f1e20f9}.

d26c9b9b3253680118db941c6462268e.png

The enterprise, which processes oilseeds, corn, wheat and other agricultural commodities, has a sector cap of $36.38 billion and an enterprise worth of $48 billion.

GuruFocus provides the corporation a profitability and growth rating of 6 out of 10. The return on fairness of 10.52{46dd52bca0123ad67b2d1222819e83fd0a56e45ca5068239f05f0c514f1e20f9} and return on assets of 4.34{46dd52bca0123ad67b2d1222819e83fd0a56e45ca5068239f05f0c514f1e20f9} are outperforming 59{46dd52bca0123ad67b2d1222819e83fd0a56e45ca5068239f05f0c514f1e20f9} of firms in the consumer-packaged merchandise field. Its economical strength is rated 5 out of 10 with a funds-financial debt ratio of .06.

The greatest expert shareholders of the firm incorporate
Diamond Hill Capital
(Trades, Portfolio) with 1.03{46dd52bca0123ad67b2d1222819e83fd0a56e45ca5068239f05f0c514f1e20f9} of remarkable shares,
Pioneer Investments
(Trades, Portfolio) with .51{46dd52bca0123ad67b2d1222819e83fd0a56e45ca5068239f05f0c514f1e20f9} and
Ray Dalio
(Trades, Portfolio) with .10{46dd52bca0123ad67b2d1222819e83fd0a56e45ca5068239f05f0c514f1e20f9}.

Disclosure: I do not own any shares mentioned.

Not a Quality Member of GuruFocus? Indication up for a no cost 7-day demo listed here.