Thomas Gayner - Markel Asset Management

History Stock Activity Share change % change to portfolio
Q3  2015
FDS - FactSet Research Systems Add 7.89% 12,000 0.05
KKR - KKR & Co. L.P. Add 7.03% 35,000 0.02
APO - Apollo Global Management Add 6.61% 24,000 0.01
CG - Carlyle Group Add 6.40% 24,000 0.01
XOM - Exxon Mobil Corp. Add 5.97% 53,000 0.10
BX - The Blackstone Group Add 5.64% 26,000 0.02
AXP - American Express Add 5.18% 19,000 0.04
DE - Deere & Co. Add 5.08% 50,000 0.10
SLB - Schlumberger Ltd. Add 4.82% 30,000 0.05
CFX - Colfax Corp. Add 4.61% 50,000 0.04
FWONA - Liberty Media Corp Formula One Series A Add 4.41% 18,000 0.02
MCO - Moody's Corp. Add 4.32% 12,000 0.03
PEP - PepsiCo Inc. Add 3.72% 5,000 0.01
MAR - Marriott Int'l. Add 2.82% 39,000 0.07
CPRT - Copart Inc. Add 2.01% 38,000 0.02
RBA - Ritchie Bros. Auctioneers Inc. Add 1.87% 2,000 0.00
V - Visa Inc. Add 1.83% 15,000 0.03
CME - CME Group Add 1.75% 2,000 0.00
UL - Unilever PLC Add 1.70% 25,000 0.03
DEO - Diageo plc Add 1.60% 20,000 0.06
UPS - United Parcel Service Add 1.59% 12,000 0.03
DIS - Walt Disney Co. Add 1.48% 23,000 0.06
JNJ - Johnson & Johnson Add 1.39% 8,000 0.02
RCII - Rent-A-Center Add 0.85% 2,000 0.00
AAN - Aaron's Inc. Add 0.62% 2,000 0.00
PDCO - Patterson Cos. Inc. Add 0.60% 1,000 0.00
BAM - Brookfield Asset Management Inc. Add 0.36% 18,000 0.01
BRK.A - Berkshire Hathaway CL A Add 0.09% 1 0.01
COF - Capital One Financial Buy 125,000 0.24
PCAR - PACCAR Inc. Buy 65,000 0.09
CMI - Cummins Inc. Buy 25,000 0.07
CABO - Cable ONE Inc. Buy 5,200 0.06
FDX - FedEx Corp. Buy 15,000 0.06
LVS - Las Vegas Sands Corp. Buy 48,000 0.05
BCR - Bard (C.R.) Inc. Buy 4,000 0.02
BAX - Baxter International Inc. Buy 10,000 0.01
DCI - Donaldson Co. Buy 18,000 0.01
BDX - Becton Dickinson Buy 4,000 0.01
FII - Federated Investors Inc. Reduce 5.86% 125,000 0.10
CB - Chubb Limited Sell 100.00% 314,000 0.75