Buy/Sell Activity

Thomas Gayner - Markel Asset Management

Stock Activity Share change % change to portfolio
Q2  2010
hist CMCSA - Comcast Corp. Reduce 77.44% 39,650 0.03
hist CTAS - Cintas Corp. Sell 100.00% 70,000 0.12
Q1  2010
hist BRK.B - Berkshire Hathaway CL B Add 284.13% 1,161,584 5.84
hist PG - Procter & Gamble Add 260.23% 45,800 0.18
hist HCCI - Heritage-Crystal Clean Inc. Add 174.50% 52,700 0.04
hist KO - Coca Cola Co. Add 150.68% 66,000 0.11
hist ABT - Abbott Labs Add 134.68% 40,000 0.13
hist CPB - Campbell Soup Add 107.34% 38,000 0.08
hist PEP - PepsiCo Inc. Add 82.35% 28,000 0.11
hist COST - Costco Co. Add 77.35% 15,200 0.06
hist WAG - Walgreen Co. Add 74.65% 95,000 0.22
hist POOL - Pool Corp. Add 72.73% 40,000 0.05
hist ITC - ITC Holdings Corp. Add 53.29% 165,000 0.19
hist MCD - McDonald's Corp. Add 49.18% 60,301 0.25
hist MMM - 3M Co. Add 44.21% 38,200 0.20
hist NVO - Novo Nordisk A S Add 39.04% 325,000 0.31
hist PDCO - Patterson Cos. Inc. Add 38.42% 34,500 0.07
hist MSFT - Microsoft Corp. Add 22.25% 9,500 0.02
hist LUK - Leucadia National Corp. Add 21.51% 90,000 0.14
hist XOM - Exxon Mobil Corp. Add 19.92% 82,900 0.34
hist ADP - Automatic Data Processing Inc. Add 17.39% 55,000 0.15
hist SCHW - Charles Schwab Add 16.01% 85,000 0.10
hist WPC - WP Carey Add 8.78% 76,000 0.14
hist FII - Federated Investors Inc. Add 5.68% 10,000 0.02
hist BK - Bank of New York Add 4.86% 10,000 0.02
hist TROW - T. Rowe Price Group Add 2.62% 5,000 0.02
hist JNJ - Johnson & Johnson Add 1.92% 10,500 0.04
hist ACN - Accenture Add 0.49% 600 0.00
hist FNF - Fidelity National Financial Inc. Add 0.21% 3,600 0.00
hist BAM - Brookfield Asset Management Inc. Add 0.17% 5,405 0.01
hist WMT - Wal-Mart Stores Add 0.02% 201 0.00
hist ITW - Illinois Tool Works Add 0.00% 5 0.00
hist HD - Home Depot Add 0.00% 3 0.00
hist UBSH - Union First Market Bankshares Corp. Buy 3,504,920 3.28
hist TEVA - Teva Pharmaceutical Industries Ltd. Buy 59,900 0.23
hist BUD - Anheuser-Busch InBev Buy 70,000 0.22
hist EOG - EOG Resources Buy 72,000 0.21
hist CLMT - Calumet Specialty Products Buy 25,700 0.03
hist APD - Air Products & Chemicals Buy 4,100 0.02
hist DIS - Walt Disney Co. Reduce 0.01% 194 0.00
hist GE - General Electric Reduce 0.01% 193 0.00
hist DEO - Diageo plc Reduce 0.02% 200 0.00
hist IGT - International Game Technology Reduce 0.02% 199 0.00
hist SYY - Sysco Corp. Reduce 0.03% 246 0.00
hist AXP - American Express Reduce 0.05% 199 0.00
hist UPS - United Parcel Service Reduce 0.07% 497 0.00
hist BRK.A - Berkshire Hathaway CL A Reduce 0.11% 1 0.01
hist MAR - Marriott Int'l. Reduce 0.18% 2,514 0.00
hist KMX - CarMax Inc. Reduce 0.26% 13,800 0.02
hist PCL - Plum Creek Timber Co. Reduce 0.28% 1,000 0.00