Thomas Gayner - Markel Asset Management

History Stock Activity Share change % change to portfolio
Q3  2016
HEI - HEICO Corp. Add 912.50% 36,500 0.05
LYV - Live Nation Inc. Add 408.96% 146,000 0.10
SRCL - Stericycle Inc. Add 342.86% 24,000 0.05
BA - Boeing Co. Add 140.48% 23,600 0.08
CMCSA - Comcast Corp. Add 114.29% 40,000 0.07
AMZN - Amazon Corp. Add 74.36% 14,500 0.31
AAPL - Apple Inc. Add 69.25% 25,000 0.07
FB - Facebook Inc. Add 68.85% 21,000 0.07
PX - Praxair Inc. Add 59.65% 13,600 0.04
ADI - Analog Devices Add 51.46% 106,000 0.18
TXN - Texas Instruments Add 46.67% 105,000 0.19
MXIM - Maxim Integrated Prod Add 39.13% 36,000 0.04
CSCO - Cisco Systems Add 37.95% 74,000 0.06
LBRDA - Liberty Broadband Corp. CL A Add 37.10% 32,000 0.06
ROK - Rockwell Automation Inc. Add 35.71% 21,000 0.07
GOOGL - Alphabet Inc. Add 33.67% 15,500 0.31
UTX - United Technologies Add 29.86% 26,100 0.07
LMCK - Liberty Media Group CL C Add 28.68% 38,000 0.03
PH - Parker-Hannifin Add 23.86% 13,600 0.04
MSFT - Microsoft Corp. Add 20.00% 32,000 0.05
WSO - Watsco Inc. Add 17.94% 27,000 0.10
LLTC - Linear Technology Corp. Add 17.05% 30,000 0.05
SEIC - SEI Investments Add 10.29% 25,400 0.03
CG - Carlyle Group Add 10.22% 42,000 0.02
DISCA - Discovery Communications Inc. Add 10.19% 77,000 0.05
CME - CME Group Add 9.76% 12,000 0.03
KKR - KKR & Co. L.P. Add 9.72% 53,000 0.02
ECL - Ecolab Inc. Add 8.44% 14,000 0.04
BX - The Blackstone Group Add 7.41% 37,000 0.02
VRSK - Verisk Analytics Inc. Add 5.77% 3,000 0.01
ROL - Rollins Inc. Add 4.88% 16,000 0.01
OAK - Oaktree Capital Group LLC Cl A Add 4.81% 31,000 0.03
RBA - Ritchie Bros. Auctioneers Inc. Add 4.59% 5,000 0.00
TROW - T. Rowe Price Group Add 3.16% 9,000 0.02
V - Visa Inc. Add 1.06% 9,100 0.02
DEO - Diageo plc Add 0.65% 8,500 0.03
BLK - BlackRock Inc. Add 0.65% 1,000 0.01
BAM - Brookfield Asset Management Inc. Add 0.59% 30,000 0.03
DIS - Walt Disney Co. Add 0.37% 6,000 0.01
PEP - PepsiCo Inc. Add 0.34% 500 0.00