Thomas Gayner - Markel Asset Management

History Stock Activity Share change % change to portfolio
Q2  2014
PDCO - Patterson Cos. Inc. Add 6.90% 10,000 0.01
ACN - Accenture Add 5.45% 6,000 0.01
UNH - United Health Group Inc. Add 4.85% 29,000 0.07
SEIC - SEI Investments Add 4.41% 10,000 0.01
PEP - PepsiCo Inc. Add 3.87% 5,000 0.01
BUD - Anheuser-Busch InBev Add 3.66% 15,000 0.05
BAM - Brookfield Asset Management Inc. Add 2.06% 99,000 0.08
DEO - Diageo plc Add 1.16% 14,000 0.05
DIS - Walt Disney Co. Add 1.01% 15,000 0.04
ORCL - Oracle Corp. Add 0.95% 6,000 0.01
MAR - Marriott Int'l. Add 0.23% 3,000 0.01
DE - Deere & Co. Buy 190,000 0.49
AAN - Aaron's Inc. Buy 125,000 0.13
DNOW - NOW Inc. Buy 93,500 0.10
RCII - Rent-A-Center Buy 110,000 0.09
CME - CME Group Buy 24,000 0.05
LH - Laboratory Corp. of America Hldgs Buy 15,000 0.04
SIAL - Sigma-Aldrich Buy 6,000 0.02
RBA - Ritchie Bros. Auctioneers Inc. Buy 10,000 0.01
UTI - Universal Technical Institute Reduce 31.02% 15,200 0.00
HCCI - Heritage-Crystal Clean Inc. Reduce 70.14% 108,038 0.07
COF - Capital One Financial Sell 100.00% 178,000 0.42
CVX - Chevron Corp. Sell 100.00% 98,000 0.36
L - Loews Corp. Sell 100.00% 210,000 0.28
E - Eni SpA Sell 100.00% 167,000 0.26
MOS - Mosaic Co. Sell 100.00% 155,000 0.24
BPY - Brookfield Property Partners Sell 100.00% 168,439 0.10
POT - Potash Corp. of Saskatchewan Inc. Sell 100.00% 80,000 0.09
APD - Air Products & Chemicals Sell 100.00% 24,000 0.09
FNF - Fidelity National Financial Inc. Sell 100.00% 76,000 0.07
CLMT - Calumet Specialty Products Sell 100.00% 20,000 0.02
Q1  2014
MSCI - MSCI Inc. Add 560.00% 28,000 0.03
UL - Unilever PLC Add 179.72% 390,000 0.51
PG - Procter & Gamble Add 126.73% 53,100 0.13
UTI - Universal Technical Institute Add 113.04% 26,000 0.01
SPGI - S&P Global Inc. Add 100.00% 30,000 0.07
CPRT - Copart Inc. Add 75.00% 420,000 0.24
ROL - Rollins Inc. Add 59.57% 42,000 0.03
SLB - Schlumberger Ltd. Add 49.43% 86,000 0.26
FDS - FactSet Research Systems Add 46.43% 26,000 0.09