Thomas Gayner - Markel Asset Management

History Stock Activity Share change % change to portfolio
Q2  2015
ECL - Ecolab Inc. Add 8.73% 11,000 0.03
DE - Deere & Co. Add 8.72% 79,000 0.19
BLK - BlackRock Inc. Add 8.53% 11,000 0.10
APO - Apollo Global Management Add 8.04% 27,000 0.01
FDS - FactSet Research Systems Add 7.80% 11,000 0.04
PDCO - Patterson Cos. Inc. Add 7.74% 12,000 0.01
AAN - Aaron's Inc. Add 7.64% 23,000 0.02
CRR - Carbo Ceramics Add 7.50% 15,000 0.02
FWONA - Liberty Media Corp Formula One Series A Add 7.37% 28,000 0.03
CLB - Core Laboratories NV Add 6.86% 7,000 0.02
CG - Carlyle Group Add 6.84% 24,000 0.02
NSC - Norfolk Southern Corp. Add 6.52% 6,000 0.01
KKR - KKR & Co. L.P. Add 6.41% 30,000 0.02
CPRT - Copart Inc. Add 6.17% 110,000 0.05
NOV - National Oilwell Varco Inc. Add 6.09% 35,000 0.04
BX - The Blackstone Group Add 5.01% 22,000 0.02
TRV - Travelers Companies Inc. Add 4.25% 11,000 0.03
MCO - Moody's Corp. Add 4.12% 11,000 0.03
XOM - Exxon Mobil Corp. Add 2.19% 19,000 0.04
HAS - Hasbro Inc. Add 1.68% 6,000 0.01
AXP - American Express Add 1.66% 6,000 0.01
TROW - T. Rowe Price Group Add 1.60% 4,000 0.01
UPS - United Parcel Service Add 1.48% 11,000 0.03
V - Visa Inc. Add 1.36% 11,000 0.02
MAR - Marriott Int'l. Add 1.10% 15,000 0.03
CVS - CVS Health Corp. Add 0.82% 2,000 0.01
UL - Unilever PLC Add 0.75% 11,000 0.01
DIS - Walt Disney Co. Add 0.71% 11,000 0.03
BAM - Brookfield Asset Management Inc. Add 0.43% 21,499 0.02
GOOG - Alphabet Inc. CL C Add 0.25% 31 0.00
DEO - Diageo plc Add 0.24% 3,000 0.01
LBRDK - Liberty Broadband Corp. CL C Buy 172,113 0.22
JPM - JPMorgan Chase & Co. Buy 85,000 0.14
HOG - Harley-Davidson Buy 45,000 0.06
ROK - Rockwell Automation Inc. Buy 18,000 0.06
AAPL - Apple Inc. Buy 6,000 0.02
AMT - American Tower Corp. Buy 8,000 0.02
DAR - Darling Ingredients Inc. Buy 65,000 0.02
PH - Parker-Hannifin Buy 8,000 0.02
AON - Aon Corp. Buy 4,000 0.01