Buy/Sell Activity

Thomas Gayner - Markel Asset Management

Stock Activity Share change % change to portfolio
Q2  2014
hist MMC - Marsh & McLennan Add 1075.00% 129,000 0.19
hist CB - Chubb Corp. Add 352.63% 134,000 0.35
hist CFI - Culp Inc. Add 202.27% 20,227 0.01
hist TRV - Travelers Companies Inc. Add 178.69% 109,000 0.29
hist CVS - CVS Health Corp. Add 105.21% 101,000 0.22
hist MSCI - MSCI Inc. Add 75.76% 25,000 0.03
hist UL - Unilever PLC Add 50.25% 305,000 0.39
hist LMCA - Liberty Media Corp. Add 40.57% 71,000 0.28
hist WLP - WellPoint Inc. Add 40.30% 54,000 0.17
hist PG - Procter & Gamble Add 33.68% 32,000 0.07
hist MHFI - McGraw Hill Financial Inc. Add 33.33% 20,000 0.05
hist CPRT - Copart Inc. Add 28.57% 140,000 0.14
hist NOV - National Oilwell Varco Inc. Add 25.96% 81,000 0.19
hist ECL - Ecolab Inc. Add 25.71% 18,000 0.06
hist FDS - FactSet Research Systems Add 25.61% 21,000 0.07
hist APO - Apollo Global Management Add 21.43% 39,000 0.03
hist BLK - BlackRock Inc. Add 20.27% 15,000 0.14
hist SLB - Schlumberger Ltd. Add 19.23% 50,000 0.17
hist ROL - Rollins Inc. Add 16.00% 12,000 0.01
hist CG - Carlyle Group Add 15.25% 34,000 0.03
hist MAT - Mattel Inc. Add 12.56% 28,000 0.03
hist V - Visa Inc. Add 11.53% 17,000 0.10
hist HAS - Hasbro Inc. Add 11.42% 25,000 0.04
hist KKR - KKR & Co. L.P. Add 10.84% 35,000 0.02
hist BX - The Blackstone Group Add 10.66% 34,000 0.03
hist MCO - Moody's Corp. Add 9.66% 20,000 0.05
hist NKE - NIKE Inc. Add 9.17% 11,000 0.02
hist GE - General Electric Add 7.07% 186,000 0.14
hist PDCO - Patterson Cos. Inc. Add 6.90% 10,000 0.01
hist ACN - Accenture Add 5.45% 6,000 0.01
hist UNH - United Health Group Inc. Add 4.85% 29,000 0.07
hist SEIC - SEI Investments Add 4.41% 10,000 0.01
hist PEP - PepsiCo Inc. Add 3.87% 5,000 0.01
hist BUD - Anheuser-Busch InBev Add 3.66% 15,000 0.05
hist BAM - Brookfield Asset Management Inc. Add 2.06% 66,000 0.08
hist DEO - Diageo plc Add 1.16% 14,000 0.05
hist DIS - Walt Disney Co. Add 1.01% 15,000 0.04
hist ORCL - Oracle Corp. Add 0.95% 6,000 0.01
hist MAR - Marriott Int'l. Add 0.23% 3,000 0.01
hist DE - Deere & Co. Buy 190,000 0.49
hist AAN - Aaron's Inc. Buy 125,000 0.13
hist DNOW - NOW Inc. Buy 93,500 0.10
hist RCII - Rent-A-Center Buy 110,000 0.09
hist CME - CME Group Buy 24,000 0.05
hist LH - Laboratory Corp. of America Hldgs Buy 15,000 0.04
hist SIAL - Sigma-Aldrich Buy 6,000 0.02
hist RBA - Ritchie Bros. Auctioneers Inc. Buy 10,000 0.01
hist UTI - Universal Technical Institute Reduce 31.02% 15,200 0.00
hist HCCI - Heritage-Crystal Clean Inc. Reduce 70.14% 108,038 0.07
hist COF - Capital One Financial Sell 100.00% 178,000 0.42
hist CVX - Chevron Corp. Sell 100.00% 98,000 0.36
hist L - Loews Corp. Sell 100.00% 210,000 0.28
hist E - Eni SpA Sell 100.00% 167,000 0.26
hist MOS - Mosaic Co. Sell 100.00% 155,000 0.24
hist BPY - Brookfield Property Partners Sell 100.00% 168,439 0.10
hist POT - Potash Corp. of Saskatchewan Inc. Sell 100.00% 80,000 0.09
hist APD - Air Products & Chemicals Sell 100.00% 24,000 0.09
hist FNF - Fidelity National Financial Inc. Sell 100.00% 76,000 0.07
hist CLMT - Calumet Specialty Products Sell 100.00% 20,000 0.02
Q1  2014
hist MSCI - MSCI Inc. Add 560.00% 28,000 0.03
hist UL - Unilever PLC Add 179.72% 390,000 0.51
hist PG - Procter & Gamble Add 126.73% 53,100 0.13
hist UTI - Universal Technical Institute Add 113.04% 26,000 0.01
hist MHFI - McGraw Hill Financial Inc. Add 100.00% 30,000 0.07
hist CPRT - Copart Inc. Add 75.00% 210,000 0.24
hist ROL - Rollins Inc. Add 59.57% 28,000 0.03
hist SLB - Schlumberger Ltd. Add 49.43% 86,000 0.26
hist FDS - FactSet Research Systems Add 46.43% 26,000 0.09
hist TGT - Target Corp. Add 37.50% 9,000 0.02
hist LMCA - Liberty Media Corp. Add 30.60% 41,000 0.16
hist NOV - National Oilwell Varco Inc. Add 28.93% 70,000 0.17
hist WLP - WellPoint Inc. Add 26.42% 28,000 0.09
hist BLK - BlackRock Inc. Add 24.58% 14,600 0.14
hist ECL - Ecolab Inc. Add 24.11% 13,600 0.04
hist MAT - Mattel Inc. Add 20.22% 37,500 0.05
hist APO - Apollo Global Management Add 17.19% 26,700 0.03
hist MCO - Moody's Corp. Add 16.69% 29,600 0.07
hist CG - Carlyle Group Add 13.78% 27,000 0.03
hist SEIC - SEI Investments Add 13.50% 27,000 0.03
hist KKR - KKR & Co. L.P. Add 11.38% 33,000 0.02
hist BX - The Blackstone Group Add 8.36% 24,600 0.03
hist V - Visa Inc. Add 7.98% 10,900 0.07
hist SCHW - Charles Schwab Add 5.73% 57,300 0.05
hist CVX - Chevron Corp. Add 3.16% 3,000 0.01
hist GE - General Electric Add 1.22% 31,700 0.03
hist HAS - Hasbro Inc. Add 0.09% 200 0.00
hist CVS - CVS Health Corp. Buy 96,000 0.22
hist TRV - Travelers Companies Inc. Buy 61,000 0.16
hist CB - Chubb Corp. Buy 38,000 0.10
hist CSCO - Cisco Systems Buy 23,000 0.02
hist MMC - Marsh & McLennan Buy 12,000 0.02
hist CFI - Culp Inc. Buy 10,000 0.01
hist TROW - T. Rowe Price Group Reduce 0.20% 500 0.00
hist WPC - WP Carey Reduce 0.31% 3,000 0.01
hist NKE - NIKE Inc. Reduce 0.33% 400 0.00
hist BUD - Anheuser-Busch InBev Reduce 0.39% 1,600 0.01
hist CAT - Caterpillar Inc. Reduce 0.41% 1,000 0.00
hist RLI - RLI Corp. Reduce 0.44% 5,248 0.01
hist ADM - Archer-Daniels-Midland Reduce 0.56% 7,800 0.01
hist WAG - Walgreen Co. Reduce 0.58% 12,450 0.03