Tom Gayner's position in Lowe`s Cos. is currently worth $190M. That's 1.58% of their equity portfolio (20th largest holding). The first Lowe`s Cos. trade was made in Q4 2007. Since then Tom Gayner bought shares 31 more times and sold shares on nine occasions. The stake costed the investor $71.7M, netting the investor a gain of 165% so far.