Buy/Sell Activity

Thomas Gayner - Markel Asset Management

Stock Activity Share change % change to portfolio
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 Capital 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 Caremark 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
hist BAM - Brookfield Asset Management Inc. Reduce 0.59% 19,025 0.02
hist PAYX - Paychex Inc. Reduce 0.60% 900 0.00
hist DEO - Diageo plc Reduce 0.73% 8,820 0.03
hist COST - Costco Co. Reduce 0.76% 300 0.00
hist INTC - Intel Corp. Reduce 0.77% 7,700 0.01
hist PEP - PepsiCo Inc. Reduce 0.77% 1,000 0.00
hist MMM - 3M Co. Reduce 0.83% 1,700 0.01
hist ADP - Automatic Data Processing Inc. Reduce 0.83% 4,400 0.01
hist TEVA - Teva Pharmaceutical Industries Ltd. Reduce 0.84% 5,900 0.01