Thomas Gayner - Markel Asset Management

History Stock Activity Share change % change to portfolio
Q1  2015
SLB - Schlumberger Ltd. Add 34.57% 140,000 0.30
MAT - Mattel Inc. Add 26.73% 89,000 0.05
NOV - National Oilwell Varco Inc. Add 21.05% 100,000 0.13
MMC - Marsh & McLennan Add 19.35% 65,000 0.09
MA - Mastercard Inc. Add 13.98% 13,000 0.03
RCII - Rent-A-Center Add 13.16% 25,000 0.02
MSCI - MSCI Inc. Add 12.87% 13,000 0.02
AAN - Aaron's Inc. Add 12.31% 33,000 0.02
HAS - Hasbro Inc. Add 12.23% 39,000 0.06
SPGI - S&P Global Inc. Add 11.71% 13,000 0.03
ECL - Ecolab Inc. Add 11.50% 13,000 0.04
LMCA - Liberty Media Group Add 11.44% 39,000 0.04
BLK - BlackRock Inc. Add 11.21% 13,000 0.12
FDS - FactSet Research Systems Add 10.16% 13,000 0.05
APO - Apollo Global Management Add 10.16% 31,000 0.02
CG - Carlyle Group Add 9.01% 29,000 0.02
DE - Deere & Co. Add 8.76% 73,000 0.16
KKR - KKR & Co. L.P. Add 7.59% 33,000 0.02
LMCK - Liberty Media Group CL C Add 6.68% 43,113 0.05
TRV - Travelers Companies Inc. Add 6.15% 15,000 0.04
V - Visa Inc. Add 6.04% 46,000 0.08
CVS - CVS Health Corp. Add 5.60% 13,000 0.03
CPRT - Copart Inc. Add 5.57% 47,000 0.04
BX - The Blackstone Group Add 5.53% 23,000 0.02
MCO - Moody's Corp. Add 5.12% 13,000 0.03
CB - Chubb Limited Add 4.91% 13,000 0.03
UL - Unilever PLC Add 3.84% 54,000 0.06
AXP - American Express Add 3.44% 12,000 0.02
ANTM - Anthem Inc. Add 3.23% 7,000 0.03
NKE - NIKE Inc. Add 3.23% 10,000 0.01
UPS - United Parcel Service Add 1.78% 13,000 0.03
UNH - United Health Group Inc. Add 1.07% 7,000 0.02
MAR - Marriott Int'l. Add 0.96% 13,000 0.03
DIS - Walt Disney Co. Add 0.85% 13,000 0.03
GE - General Electric Add 0.78% 23,000 0.01
DEO - Diageo plc Add 0.40% 5,000 0.01
BAM - Brookfield Asset Management Inc. Add 0.18% 9,000 0.01
DISCK - Discovery Communications Inc. CL C Buy 90,000 0.07
COH - Coach Inc. Buy 18,000 0.02
VRSK - Verisk Analytics Inc. Buy 9,000 0.02