Thomas Gayner - Markel Asset Management

History Stock Activity Share change % change to portfolio
Q4  2014
MON - Monsanto Co. Add 82.69% 43,000 0.14
DE - Deere & Co. Add 54.26% 293,000 0.68
MMC - Marsh & McLennan Add 45.45% 105,000 0.16
RBA - Ritchie Bros. Auctioneers Inc. Add 38.00% 19,000 0.01
AAN - Aaron's Inc. Add 31.37% 64,000 0.05
LMCK - Liberty Media Group CL C Add 25.00% 129,000 0.13
CME - CME Group Add 24.44% 11,000 0.03
SLB - Schlumberger Ltd. Add 23.85% 78,000 0.18
CPRT - Copart Inc. Add 18.37% 131,000 0.13
CB - Chubb Limited Add 18.30% 41,000 0.11
UL - Unilever PLC Add 17.54% 210,000 0.22
MSCI - MSCI Inc. Add 17.44% 15,000 0.02
ROL - Rollins Inc. Add 17.24% 22,500 0.01
MAT - Mattel Inc. Add 16.43% 47,000 0.04
LMCA - Liberty Media Group Add 16.38% 48,000 0.05
MA - Mastercard Inc. Add 16.25% 13,000 0.03
TRV - Travelers Companies Inc. Add 14.02% 30,000 0.08
HAS - Hasbro Inc. Add 13.52% 38,000 0.05
BLK - BlackRock Inc. Add 12.62% 13,000 0.12
SPGI - S&P Global Inc. Add 12.12% 12,000 0.03
NOV - National Oilwell Varco Inc. Add 12.03% 51,000 0.09
ECL - Ecolab Inc. Add 11.88% 12,000 0.03
CG - Carlyle Group Add 11.03% 32,000 0.02
APO - Apollo Global Management Add 10.91% 30,000 0.02
FDS - FactSet Research Systems Add 10.34% 12,000 0.05
RCII - Rent-A-Center Add 9.20% 16,000 0.02
KKR - KKR & Co. L.P. Add 9.02% 36,000 0.02
NKE - NIKE Inc. Add 8.39% 24,000 0.03
BX - The Blackstone Group Add 7.77% 30,000 0.03
V - Visa Inc. Add 6.72% 48,000 0.08
CVS - CVS Health Corp. Add 6.42% 14,000 0.04
ANTM - Anthem Inc. Add 5.85% 12,000 0.04
ACN - Accenture Add 5.47% 7,000 0.02
MCO - Moody's Corp. Add 4.96% 12,000 0.03
GE - General Electric Add 2.30% 66,000 0.04
MAR - Marriott Int'l. Add 1.88% 25,000 0.05
UNH - United Health Group Inc. Add 1.86% 12,000 0.03
DEO - Diageo plc Add 1.06% 13,000 0.04
DIS - Walt Disney Co. Add 0.92% 14,000 0.03
BAM - Brookfield Asset Management Inc. Add 0.82% 40,500 0.04