Thomas Gayner - Markel Asset Management

History Stock Activity Share change % change to portfolio
Q1  2016
ADI - Analog Devices Buy 56,000 0.09
LLTC - Linear Technology Corp. Buy 66,000 0.08
TXN - Texas Instruments Buy 55,000 0.08
CSCO - Cisco Systems Buy 63,000 0.05
MXIM - Maxim Integrated Prod Buy 20,000 0.02
GS - Goldman Sachs Group Buy 3,600 0.02
VFC - V.F. Corp. Buy 3,200 0.01
NVS - Novartis AG Buy 3,700 0.01
FII - Federated Investors Inc. Reduce 3.27% 25,000 0.02
SYNL - Synalloy Corp. Reduce 12.08% 94,862 0.02
UPS - United Parcel Service Sell 100.00% 793,500 2.07
FDX - FedEx Corp. Sell 100.00% 32,000 0.13
TPR - Tapestry Inc. Sell 100.00% 54,000 0.05
DCI - Donaldson Co. Sell 100.00% 48,000 0.04
STRZA - Starz Sell 100.00% 12,000 0.01
LILA - Liberty LiLAC Group A Sell 100.00% 5,100 0.01
STT - State Street Corp. Sell 100.00% 4,500 0.01
PJT - PJT Partners Inc. Sell 100.00% 12,175 0.01
RUSHA - Rush Enterprises Inc. Sell 100.00% 15,000 0.01
Q4  2015
DCI - Donaldson Co. Add 166.67% 30,000 0.03
GOOGL - Alphabet Inc. Add 128.25% 16,031 0.33
BCR - Bard (C.R.) Inc. Add 125.00% 5,000 0.03
BDX - Becton Dickinson Add 125.00% 5,000 0.02
BAX - Baxter International Inc. Add 120.00% 12,000 0.01
FDX - FedEx Corp. Add 113.33% 17,000 0.07
PCAR - PACCAR Inc. Add 80.77% 52,500 0.07
MON - Monsanto Co. Add 57.43% 143,000 0.38
PH - Parker-Hannifin Add 45.00% 13,500 0.03
CMI - Cummins Inc. Add 44.00% 11,000 0.03
NSC - Norfolk Southern Corp. Add 36.18% 55,000 0.12
HOG - Harley-Davidson Add 35.81% 77,000 0.09
AAPL - Apple Inc. Add 33.33% 6,000 0.02
AON - Aon Corp. Add 32.14% 9,000 0.02
ROK - Rockwell Automation Inc. Add 31.94% 11,500 0.03
OAK - Oaktree Capital Group LLC Cl A Add 25.30% 115,000 0.15
VRSK - Verisk Analytics Inc. Add 18.18% 8,000 0.02
UTX - United Technologies Add 15.09% 8,000 0.02
WSO - Watsco Inc. Add 14.68% 16,000 0.05
MA - Mastercard Inc. Add 10.47% 13,500 0.04
MAT - Mattel Inc. Add 8.90% 52,000 0.04