Thomas Gayner - Markel Asset Management

History Stock Activity Share change % change to portfolio
Q3  2017
HRL - Hormel Foods Corp. Add 171.43% 12,000 0.01
GE - General Electric Add 137.50% 55,000 0.03
GS - Goldman Sachs Group Add 128.65% 22,000 0.10
WRB - W.R. Berkley Corp. Add 125.00% 10,000 0.01
UA - Under Armour CL C Add 83.33% 50,000 0.01
MCK - McKesson Corp. Add 72.85% 11,000 0.03
CHH - Choice Hotels Int. Inc. Add 66.67% 18,000 0.02
DLTR - Dollar Tree Inc. Add 41.94% 26,000 0.04
SBUX - Starbucks Corp. Add 33.33% 13,000 0.02
HXL - Hexcel Corp. Add 32.31% 21,000 0.02
COL - Rockwell Collins Add 32.14% 9,000 0.02
ALB - Albemarle Corp. Add 25.86% 15,000 0.04
TSN - Tyson Foods Add 25.35% 36,000 0.05
FWONA - Liberty Media Corp Formula One Series A Add 21.62% 28,000 0.02
SRCL - Stericycle Inc. Add 17.77% 35,000 0.05
FLS - Flowserve Corp. Add 17.54% 10,000 0.01
APO - Apollo Global Management Add 17.09% 100,000 0.06
PAG - Penske Automotive Group Add 16.13% 10,000 0.01
CG - Carlyle Group Add 15.17% 105,000 0.05
AMZN - Amazon Corp. Add 14.29% 10,000 0.19
LYV - Live Nation Inc. Add 13.91% 51,000 0.04
ST - Sensata Technologies Holding Add 13.51% 20,000 0.02
KKR - KKR & Co. L.P. Add 13.50% 115,000 0.05
PX - Praxair Inc. Add 13.44% 10,000 0.03
BA - Boeing Co. Add 13.19% 11,000 0.06
HEI - HEICO Corp. Add 12.69% 16,000 0.02
LBRDA - Liberty Broadband Corp. CL A Add 12.01% 22,000 0.04
BX - The Blackstone Group Add 11.84% 90,000 0.06
MSFT - Microsoft Corp. Add 11.43% 32,000 0.05
FB - Facebook Inc. Add 10.15% 10,000 0.03
GOOGL - Alphabet Inc. Add 10.05% 10,000 0.19
AAPL - Apple Inc. Add 9.70% 10,000 0.03
PH - Parker-Hannifin Add 9.21% 10,000 0.03
ROK - Rockwell Automation Inc. Add 8.49% 10,000 0.04
UTX - United Technologies Add 8.20% 12,500 0.03
ACN - Accenture Add 7.41% 11,000 0.03
WSO - Watsco Inc. Add 7.29% 16,000 0.05
ROL - Rollins Inc. Add 7.25% 30,000 0.03
DISCA - Discovery Communications Inc. Add 6.53% 63,000 0.03
MA - Mastercard Inc. Add 5.81% 10,000 0.03