Thomas Gayner - Markel Asset Management

History Stock Activity ▼ Share change % change to portfolio
Q3  2023
≡ UNH - United Health Group Inc. Buy 5,000 0.03
≡ HCA - HCA Healthcare Inc. Buy 8,050 0.02
≡ URI - United Rentals Buy 3,000 0.02
≡ FERG - Ferguson plc Buy 6,000 0.01
≡ LBRDA - Liberty Broadband Corp. CL A Reduce 4.14% 8,500 0.01
≡ LBTYA - Liberty Global Ltd CL A Reduce 6.15% 11,000 0.00
≡ LBRDK - Liberty Broadband Corp. CL C Reduce 12.93% 22,254 0.03
≡ SONY - Sony Group Corp. Reduce 41.74% 47,996 0.05
≡ LSXMK - Liberty SiriusXM Series C Sell 100.00% 522,000 0.20
≡ LSXMA - Liberty Sirius XM Series A Sell 100.00% 426,000 0.17
≡ HCSG - Healthcare Services Group Sell 100.00% 308,000 0.05
≡ SKWD - Skyward Specialty Insurance Sell 100.00% 60,064 0.02
Q2  2023
≡ LPLA - LPL Financial Holdings Inc. Add 545.95% 107,389 0.28
≡ LAMR - Lamar Advertising Co. Add 305.88% 26,000 0.03
≡ IQV - IQVIA Holdings Inc. Add 117.11% 17,167 0.05
≡ DG - Dollar General Add 82.36% 230,000 0.47
≡ TGT - Target Corp. Add 74.19% 23,000 0.03
≡ COF - Capital One Financial Add 67.39% 31,000 0.04
≡ RNR - RenaissanceRe Holdings Ltd. Add 50.00% 12,000 0.03
≡ DNB - Dun & Bradstreet Add 43.75% 35,000 0.01
≡ ODFL - Old Dominion Freight Line Add 33.66% 34,000 0.08
≡ KMX - CarMax Inc. Add 23.21% 13,000 0.01
≡ EMN - Eastman Chemical Add 20.02% 10,000 0.01
≡ THG - Hanover Insurance Group Add 14.49% 20,000 0.03
≡ FDX - FedEx Corp. Add 10.83% 13,000 0.04
≡ SONY - Sony Group Corp. Add 9.39% 9,875 0.01
≡ LIN - Linde plc Add 9.06% 9,500 0.04
≡ TSN - Tyson Foods Add 8.96% 37,000 0.02
≡ AON - Aon Plc Add 7.51% 6,500 0.03
≡ SCHW - Charles Schwab Corp. Add 6.82% 79,594 0.05
≡ VRSK - Verisk Analytics Inc. Add 6.34% 6,500 0.02
≡ JPM - JPMorgan Chase & Co. Add 5.54% 12,000 0.02
≡ CMCSA - Comcast Corp. Add 5.37% 54,025 0.03
≡ META - Meta Platforms Inc. Add 4.33% 10,500 0.04
≡ CE - Celanese Corp. Add 3.98% 2,500 0.00
≡ GOOGL - Alphabet Inc. Add 3.19% 17,000 0.02
≡ ROL - Rollins Inc. Add 2.65% 35,000 0.02
≡ V - Visa Inc. Add 2.59% 24,950 0.07
≡ NVR - NVR Inc. Add 2.48% 255 0.02
≡ HEI.A - HEICO Corp. CL A Add 2.43% 9,000 0.02
≡ LOW - Lowe's Cos. Add 2.10% 13,000 0.03
≡ WSO - Watsco Inc. Add 1.99% 10,500 0.05
≡ CAT - Caterpillar Inc. Add 1.91% 5,500 0.02
≡ KKR - KKR & Co. L.P. Add 1.54% 22,000 0.01
≡ MMC - Marsh & McLennan Add 1.38% 9,000 0.02
≡ MSFT - Microsoft Corp. Add 1.25% 6,000 0.02
≡ CBRL - Cracker Barrel Old Cntry Store Add 0.91% 1,000 0.00
≡ CCK - Crown Holdings Add 0.80% 1,500 0.00
≡ AAPL - Apple Inc. Add 0.75% 9,000 0.02
≡ ADI - Analog Devices Add 0.58% 6,500 0.02
≡ AMZN - Amazon.com Inc. Add 0.47% 9,500 0.01
≡ DIS - Walt Disney Co. Add 0.10% 2,000 0.00
≡ OI - O-I Glass Inc. Add 0.02% 100 0.00
≡ BUD - Anheuser-Busch InBev Buy 9,000 0.01
≡ CHH - Choice Hotels Int. Inc. Buy 5,000 0.01
≡ UBER - Uber Technologies Inc. Buy 7,000 0.00
≡ BAM - Brookfield Asset Management Reduce 0.00% 5 0.00
≡ SRCL - Stericycle Inc. Reduce 0.35% 2,371 0.00
≡ HCSG - Healthcare Services Group Reduce 39.37% 200,000 0.03
≡ SEIC - SEI Investments Reduce 70.60% 416,000 0.29
≡ ESAB - ESAB Corp. Sell 100.00% 348,356 0.26
≡ MRVL - Marvell Technology Inc. Sell 100.00% 160,000 0.09
≡ PYPL - PayPal Holdings Inc. Sell 100.00% 59,877 0.06
Q1  2023
≡ LPLA - LPL Financial Holdings Inc. Add 633.68% 16,989 0.04
≡ COF - Capital One Financial Add 513.33% 38,500 0.05
≡ TGT - Target Corp. Add 313.33% 23,500 0.05
≡ ICE - Intercontinental Exchange Inc. Add 87.25% 15,412 0.02
≡ RNR - RenaissanceRe Holdings Ltd. Add 71.43% 10,000 0.02
≡ KMX - CarMax Inc. Add 60.00% 21,000 0.02
≡ EMN - Eastman Chemical Add 53.93% 17,500 0.02
≡ DG - Dollar General Add 50.74% 94,000 0.25
≡ GOOGL - Alphabet Inc. Add 42.90% 160,000 0.21
≡ CE - Celanese Corp. Add 37.12% 17,000 0.02
≡ ODFL - Old Dominion Freight Line Add 34.67% 26,000 0.06
≡ EA - Electronic Arts Add 32.89% 20,000 0.03
≡ DNB - Dun & Bradstreet Add 23.08% 15,000 0.00
≡ PYPL - PayPal Holdings Inc. Add 22.92% 11,164 0.01
≡ SMG - Scotts Miracle-Gro Co. Add 15.86% 20,500 0.02
≡ THG - Hanover Insurance Group Add 14.05% 17,000 0.03
≡ CBRL - Cracker Barrel Old Cntry Store Add 13.40% 13,000 0.02
≡ WTW - Willis Towers Watson plc Add 13.29% 1,012 0.00
≡ FDX - FedEx Corp. Add 12.15% 13,000 0.04
≡ VNT - Vontier Corp. Add 12.01% 11,882 0.00
≡ AON - Aon Plc Add 8.12% 6,500 0.03
≡ CMCSA - Comcast Corp. Add 8.08% 75,144 0.04
≡ VRSK - Verisk Analytics Inc. Add 6.77% 6,500 0.02
≡ TSN - Tyson Foods Add 6.72% 26,000 0.02
≡ LIN - Linde plc Add 6.61% 6,500 0.03
≡ META - Meta Platforms Inc. Add 6.26% 14,264 0.04
≡ WSO - Watsco Inc. Add 5.70% 28,500 0.12
≡ CCK - Crown Holdings Add 5.62% 10,000 0.01
≡ SONY - Sony Group Corp. Add 5.49% 5,472 0.01
≡ ATVI - Activision Blizzard Inc. Add 4.83% 30,000 0.03
≡ HEI.A - HEICO Corp. CL A Add 4.51% 16,000 0.03
≡ SCHW - Charles Schwab Corp. Add 2.76% 31,372 0.02
≡ NVR - NVR Inc. Add 2.34% 235 0.02
≡ LOW - Lowe's Cos. Add 2.14% 13,000 0.03
≡ MMM - 3M Co. Add 2.09% 6,000 0.01
≡ ROL - Rollins Inc. Add 1.81% 23,500 0.01
≡ MMC - Marsh & McLennan Add 1.56% 10,000 0.02