Thomas Gayner - Markel Asset Management

History Stock Activity Share change % change to portfolio
Q1  2014
BTU - Peabody Energy Sell 100.00% 17,334 0.16
IBM - International Bus. Machines Sell 100.00% 24,200 0.14
BK - Bank of New York Sell 100.00% 111,603 0.12
APOL - Apollo Education Group Inc. Sell 100.00% 105,000 0.09
ACI - Arch Coal Sell 100.00% 246,000 0.03
OKE - ONEOK Inc. Sell 100.00% 10,000 0.02
EPD - Enterprise Products Partners LP Sell 100.00% 12,600 0.01
SYY - Sysco Corp. Sell 100.00% 10,300 0.01
Q4  2013
CPRT - Copart Inc. Add 2700.00% 540,000 0.31
BLK - BlackRock Inc. Add 78.38% 26,100 0.26
APO - Apollo Global Management Add 54.84% 55,000 0.06
SEIC - SEI Investments Add 53.85% 70,000 0.08
FDS - FactSet Research Systems Add 51.35% 19,000 0.06
CG - Carlyle Group Add 45.19% 61,000 0.07
CLMT - Calumet Specialty Products Add 40.54% 15,000 0.01
ANTM - Anthem Inc. Add 35.90% 28,000 0.08
MAT - Mattel Inc. Add 30.18% 43,000 0.06
BX - The Blackstone Group Add 26.14% 61,000 0.06
CVX - Chevron Corp. Add 25.00% 19,000 0.08
PG - Procter & Gamble Add 22.87% 7,800 0.02
FWONA - Liberty Media Corp Formula One Series A Add 21.82% 24,000 0.11
E - Eni SpA Add 21.01% 29,000 0.05
KKR - KKR & Co. L.P. Add 20.83% 50,000 0.04
IBM - International Bus. Machines Add 20.40% 4,100 0.02
ECL - Ecolab Inc. Add 16.53% 8,000 0.03
INTC - Intel Corp. Add 16.21% 139,300 0.11
NOV - National Oilwell Varco Inc. Add 14.69% 31,000 0.08
HAS - Hasbro Inc. Add 14.68% 28,000 0.05
POT - Potash Corp. of Saskatchewan Inc. Add 14.29% 10,000 0.01
MCO - Moody's Corp. Add 14.16% 22,000 0.05
SLB - Schlumberger Ltd. Add 12.99% 20,000 0.06
V - Visa Inc. Add 11.42% 56,000 0.10
GE - General Electric Add 5.90% 144,859 0.13
AMZN - Amazon Corp. Add 5.37% 800 0.01
UNH - United Health Group Inc. Add 5.31% 30,600 0.07
GOOGL - Alphabet Inc. Add 5.04% 600 0.02
MOS - Mosaic Co. Add 3.33% 5,000 0.01
EXPD - Expeditors Int'l Add 3.01% 4,000 0.01
MSFT - Microsoft Corp. Add 2.84% 22,800 0.03
XOM - Exxon Mobil Corp. Add 2.37% 20,281 0.06