TG
Tom Gayner (Markel) disclosed new in ACUITY BRANDS INC
Tom Gayner (Markel) filed a 13F change in ACUITY BRANDS INC (00508Y102) on 2025-02-07, covering period end 2024-12-31.
Action
New
Capital
$876,390 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
138 changes from Tom Gayner (Markel), filed 2025-02-07 for period end 2024-12-31.
$11.3B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
09290D101 BLACKROCK ORD | New | $225.7M | $225.7M | 1.99% |
09247X101 BLACKROCK INC | Sold out | -$209.1M | $0 | 1.84% |
670100205 NOVO-NORDISK A S | Reduced | -$71.1M | $184.9M | 0.63% |
23135106 AMAZON COM INC | Increased | $67.1M | $445.5M | 0.59% |
02079K107 ALPHABET INC | Increased | $63.9M | $523.7M | 0.56% |
50212V100 LPL FINL HLDGS INC | Increased | $52.8M | $173.8M | 0.47% |
92826C839 VISA INC | Increased | $41.1M | $315.8M | 0.36% |
03769M106 APOLLO GLOBAL MGMT INC | Increased | $40.8M | $167.2M | 0.36% |
11271J107 BROOKFIELD CORP | Increased | $37.5M | $500.7M | 0.33% |
254687106 DISNEY WALT CO | Increased | $30.8M | $226.2M | 0.27% |
38141G104 GOLDMAN SACHS GROUP INC | Increased | $27.9M | $205.8M | 0.25% |
755130000 RTX CORPORATION | Sold out | -$27.1M | $0 | 0.24% |
7.5513E+105 RTX CORPORATION | New | $25.9M | $25.9M | 0.23% |
48251W104 KKR & CO INC | Increased | $25.2M | $214.7M | 0.22% |
09260D107 BLACKSTONE INC | Increased | $23.7M | $211.9M | 0.21% |
37833100 APPLE INC | Increased | $21.4M | $307.3M | 0.19% |
32654105 ANALOG DEVICES INC | Reduced | -$20.7M | $248.1M | 0.18% |
62944T105 NVR INC | Reduced | -$18.2M | $96.6M | 0.16% |
25243Q205 DIAGEO PLC | Reduced | -$18.1M | $173.7M | 0.16% |
963320106 WHIRLPOOL CORP | Sold out | -$16.9M | $0 | 0.15% |
113004105 BROOKFIELD ASSET MANAGMT LTD | Increased | $15.1M | $118.9M | 0.13% |
369550108 GENERAL DYNAMICS CORP | Reduced | -$15.1M | $103.0M | 0.13% |
437076102 HOME DEPOT INC | Reduced | -$14.9M | $357.9M | 0.13% |
351858105 FRANCO NEV CORP | Increased | $13.9M | $56.8M | 0.12% |
548661107 LOWES COS INC | Reduced | -$13.9M | $173.1M | 0.12% |
882508104 TEXAS INSTRS INC | Reduced | -$13.8M | $135.8M | 0.12% |
808513105 SCHWAB CHARLES CORP | Increased | $13.4M | $100.9M | 0.12% |
02079K305 ALPHABET INC | Increased | $13.0M | $105.1M | 0.11% |
39483102 ARCHER DANIELS MIDLAND CO | Reduced | -$12.9M | $74.5M | 0.11% |
9066101 AIRBNB INC | Increased | $12.7M | $15.2M | 0.11% |
25816109 AMERICAN EXPRESS CO | Increased | $12.4M | $143.7M | 0.11% |
03027X100 AMERICAN TOWER CORP NEW | Sold out | -$12.1M | $0 | 0.11% |
749607107 RLI CORP | Increased | $11.8M | $197.3M | 0.10% |
84670108 BERKSHIRE HATHAWAY INC DEL | Reduced | -$11.4M | $758.5M | 0.10% |
84670702 BERKSHIRE HATHAWAY INC DEL | Reduced | -$10.7M | $694.4M | 0.09% |
743315103 PROGRESSIVE CORP | Reduced | -$10.7M | $180.6M | 0.09% |
478160104 JOHNSON & JOHNSON | Reduced | -$10.7M | $88.3M | 0.09% |
14316J108 CARLYLE GROUP INC | Increased | $9.9M | $67.0M | 0.09% |
20030N101 COMCAST CORP NEW | Reduced | -$9.1M | $36.1M | 0.08% |
115637100 BROWN FORMAN CORP | Reduced | -$8.8M | $31.8M | 0.08% |
244199105 DEERE & CO | Increased | $8.0M | $370.7M | 0.07% |
46625H100 JPMORGAN CHASE & CO. | Increased | $7.3M | $60.5M | 0.06% |
149123101 CATERPILLAR INC | Reduced | -$6.8M | $117.8M | 0.06% |
57636Q104 MASTERCARD INCORPORATED | Increased | $6.8M | $109.3M | 0.06% |
422806208 HEICO CORP NEW | Reduced | -$6.7M | $70.6M | 0.06% |
942622200 WATSCO INC | Reduced | -$6.7M | $279.8M | 0.06% |
278865100 ECOLAB INC | Reduced | -$5.8M | $64.3M | 0.05% |
775711104 ROLLINS INC | Reduced | -$5.7M | $67.8M | 0.05% |
988498101 YUM BRANDS INC | Increased | $5.7M | $27.6M | 0.05% |
539830109 LOCKHEED MARTIN CORP | Reduced | -$5.6M | $27.4M | 0.05% |
679580100 OLD DOMINION FREIGHT LINE IN | Reduced | -$5.6M | $53.0M | 0.05% |
30303M102 META PLATFORMS INC | Increased | $5.4M | $163.0M | 0.05% |
115637209 BROWN FORMAN CORP | Reduced | -$5.3M | $18.0M | 0.05% |
654106103 NIKE INC | Reduced | -$5.2M | $32.7M | 0.05% |
571748102 MARSH & MCLENNAN COS INC | Reduced | -$5.0M | $156.2M | 0.04% |
150870103 CELANESE CORP DEL | Reduced | -$5.0M | $5.6M | 0.04% |
31428X106 FEDEX CORP | Increased | $4.7M | $58.1M | 0.04% |
571903202 MARRIOTT INTL INC NEW | Increased | $4.2M | $13.1M | 0.04% |
92345Y106 VERISK ANALYTICS INC | Increased | $4.1M | $43.0M | 0.04% |
45778Q107 INSPERITY INC | Increased | $4.0M | $10.2M | 0.04% |
824348106 SHERWIN WILLIAMS CO | Reduced | -$3.9M | $32.0M | 0.03% |
G0403H108 AON PLC | Increased | $3.8M | $45.3M | 0.03% |
40412C101 HCA HEALTHCARE INC | Reduced | -$3.7M | $17.0M | 0.03% |
410867105 HANOVER INS GROUP INC | Increased | $3.7M | $41.3M | 0.03% |
G54950103 LINDE PLC | Reduced | -$3.6M | $70.3M | 0.03% |
810186106 SCOTTS MIRACLE-GRO CO | Reduced | -$3.4M | $11.1M | 0.03% |
9158106 AIR PRODS & CHEMS INC | Increased | $3.2M | $18.7M | 0.03% |
655844108 NORFOLK SOUTHN CORP | Reduced | -$3.2M | $53.9M | 0.03% |
14448C104 CARRIER GLOBAL CORPORATION | Reduced | -$2.9M | $16.0M | 0.03% |
294429105 EQUIFAX INC | Reduced | -$2.8M | $18.6M | 0.03% |
949746101 WELLS FARGO CO NEW | Increased | $2.8M | $14.4M | 0.02% |
78409V104 S&P GLOBAL INC | Reduced | -$2.8M | $75.0M | 0.02% |
452308109 ILLINOIS TOOL WKS INC | Reduced | -$2.8M | $83.0M | 0.02% |
8.7612E+110 TARGET CORP | Reduced | -$2.8M | $18.0M | 0.02% |
82509L107 SHOPIFY INC | Increased | $2.7M | $10.9M | 0.02% |
773903109 ROCKWELL AUTOMATION INC | Increased | $2.7M | $44.3M | 0.02% |
594918104 MICROSOFT CORP | Reduced | -$2.6M | $219.0M | 0.02% |
14040H105 CAPITAL ONE FINL CORP | Increased | $2.6M | $16.2M | 0.02% |
12685J105 CABLE ONE INC | Reduced | -$2.6M | $18.4M | 0.02% |
228368106 CROWN HLDGS INC | Reduced | -$2.5M | $15.7M | 0.02% |
55354G100 MSCI INC | Increased | $2.4M | $85.7M | 0.02% |
303075105 FACTSET RESH SYS INC | Increased | $2.4M | $56.1M | 0.02% |
46266C105 IQVIA HLDGS INC | Reduced | -$2.4M | $11.5M | 0.02% |
784117103 SEI INVTS CO | Increased | $2.3M | $14.3M | 0.02% |
88579Y101 3M CO | Reduced | -$2.2M | $37.9M | 0.02% |
855244109 STARBUCKS CORP | Reduced | -$2.2M | $56.3M | 0.02% |
17275R102 CISCO SYS INC | Increased | $2.0M | $20.2M | 0.02% |
L8681T102 SPOTIFY TECHNOLOGY S A | Increased | $2.0M | $11.6M | 0.02% |
67098H104 O-I GLASS INC | Reduced | -$1.7M | $8.9M | 0.02% |
713448108 PEPSICO INC | Reduced | -$1.7M | $14.6M | 0.02% |
G7496G103 RENAISSANCERE HLDGS LTD | Reduced | -$1.7M | $17.4M | 0.01% |
31488V107 FERGUSON ENTERPRISES INC | Increased | $1.6M | $18.4M | 0.01% |
907818108 UNION PAC CORP | Reduced | -$1.6M | $19.6M | 0.01% |
277432100 EASTMAN CHEM CO | Reduced | -$1.5M | $6.8M | 0.01% |
461804106 INVESTORS TITLE CO NC | Increased | $1.5M | $50.5M | 0.01% |
552953101 MGM RESORTS INTERNATIONAL | New | $1.4M | $1.4M | 0.01% |
169905106 CHOICE HOTELS INTL INC | Increased | $1.3M | $16.4M | 0.01% |
26484T106 DUN & BRADSTREET HLDGS INC | Sold out | -$1.3M | $0 | 0.01% |
74144T108 PRICE T ROWE GROUP INC | Increased | $1.3M | $35.5M | 0.01% |
68902V107 OTIS WORLDWIDE CORP | Reduced | -$1.3M | $10.6M | 0.01% |
89400J107 TRANSUNION | Reduced | -$1.2M | $9.4M | 0.01% |
22160K105 COSTCO WHSL CORP NEW | Increased | $1.2M | $35.9M | 0.01% |
902494103 TYSON FOODS INC | Reduced | -$1.2M | $45.9M | 0.01% |
704326107 PAYCHEX INC | Increased | $904,500 | $21.0M | 0.01% |
00508Y102 ACUITY BRANDS INC | New | $876,390 | $876,390 | 0.01% |
446413106 HUNTINGTON INGALLS INDS INC | New | $755,880 | $755,880 | 0.01% |
427866108 HERSHEY CO | Increased | $716,670 | $7.6M | 0.01% |
12572Q105 CME GROUP INC | New | $696,690 | $696,690 | 0.01% |
58498106 BALL CORP | Reduced | -$651,780 | $2.8M | 0.01% |
835699307 SONY GROUP CORP | Increased | $618,410 | $7.1M | 0.01% |
64058100 BANK NEW YORK MELLON CORP | Increased | $603,855 | $9.3M | 0.01% |
143130102 CARMAX INC | Increased | $597,870 | $11.2M | 0.01% |
256677105 DOLLAR GEN CORP NEW | Increased | $594,483 | $63.4M | 0.01% |
91324P102 UNITEDHEALTH GROUP INC | Reduced | -$556,196 | $13.5M | 0.00% |
405166109 HAGERTY INC | Reduced | -$517,800 | $30.0M | 0.00% |
883556102 THERMO FISHER SCIENTIFIC INC | Reduced | -$515,925 | $21.4M | 0.00% |
20002101 ALLSTATE CORP | Increased | $485,287 | $29.8M | 0.00% |
199908104 COMFORT SYS USA INC | Increased | $438,230 | $5.5M | 0.00% |
25754A201 DOMINOS PIZZA INC | Increased | $373,050 | $2.3M | 0.00% |
518439104 LAUDER ESTEE COS INC | Reduced | -$270,960 | $1.1M | 0.00% |
G1151C101 ACCENTURE PLC IRELAND | Reduced | -$269,386 | $56.1M | 0.00% |
512816109 LAMAR ADVERTISING CO NEW | Increased | $266,160 | $15.1M | 0.00% |
384637104 GRAHAM HLDGS CO | Increased | $261,040 | $4.5M | 0.00% |
615369105 MOODYS CORP | Reduced | -$260,946 | $101.2M | 0.00% |
117043109 BRUNSWICK CORP | Reduced | -$203,280 | $970,200 | 0.00% |
03524A108 ANHEUSER BUSCH INBEV SA/NV | Reduced | -$178,420 | $550,770 | 0.00% |
428291108 HEXCEL CORP NEW | Increased | $164,430 | $11.9M | 0.00% |
G96629103 WILLIS TOWERS WATSON PLC LTD | Increased | $161,409 | $2.7M | 0.00% |
366651107 GARTNER INC | Reduced | -$127,053 | $2.8M | 0.00% |
911363109 UNITED RENTALS INC | Reduced | -$125,848 | $20.9M | 0.00% |
718172109 PHILIP MORRIS INTL INC | Reduced | -$120,225 | $13.8M | 0.00% |
84423102 BERKLEY W R CORP | Increased | $108,741 | $3.6M | 0.00% |
388689101 GRAPHIC PACKAGING HLDG CO | Reduced | -$76,482 | $11.6M | 0.00% |
22160N109 COSTAR GROUP INC | Reduced | -$71,610 | $1.3M | 0.00% |
45866F104 INTERCONTINENTAL EXCHANGE IN | Reduced | -$59,546 | $762,931 | 0.00% |
83444M101 SOLVENTUM CORP | Sold out | -$52,290 | $0 | 0.00% |
90353T100 UBER TECHNOLOGIES INC | Reduced | -$39,200 | $6.6M | 0.00% |
461202103 INTUIT | Increased | $20,400 | $1.7M | 0.00% |