Thomas Gayner - Markel Asset Management

History Stock Activity ▼ Share change % change to portfolio
Q3  2021
≡ INTU - Intuit Inc. Buy 2,040 0.01
≡ SPOT - Spotify Technology S.A. Buy 960 0.00
≡ BN - Brookfield Corp. Reduce 0.68% 60,102 0.04
≡ IFF - International Flavors & Fragrances Inc. Reduce 47.76% 74,500 0.13
≡ MXIM - Maxim Integrated Products Sell 100.00% 252,000 0.34
≡ NFLX - Netflix Inc. Sell 100.00% 430 0.00
≡ WIX - Wix.com Ltd. Sell 100.00% 1,200 0.00
Q2  2021
≡ LMT - Lockheed Martin Corp. Add 117.56% 1,520 0.01
≡ CE - Celanese Corp. Add 100.00% 2,400 0.01
≡ ICE - Intercontinental Exchange Inc. Add 77.59% 1,800 0.00
≡ REGN - Regeneron Pharmaceuticals Add 46.81% 21,300 0.15
≡ EMN - Eastman Chemical Add 33.33% 3,000 0.01
≡ IAC - IAC Inc. Add 25.59% 500 0.00
≡ TWTR-OLD - Twitter Inc. Add 23.53% 2,000 0.00
≡ AON - Aon Plc Add 8.19% 3,400 0.01
≡ ATVI - Activision Blizzard Inc. Add 7.37% 21,000 0.03
≡ HCSG - Healthcare Services Group Add 4.66% 36,500 0.01
≡ C - Citigroup Inc. Add 1.94% 400 0.00
≡ MMM - 3M Co. Add 1.09% 2,600 0.01
≡ WHR - Whirlpool Corp. Add 1.02% 2,800 0.01
≡ META - Meta Platforms Inc. Add 0.79% 1,160 0.01
≡ BN - Brookfield Corp. Add 0.77% 66,902 0.04
≡ WSO - Watsco Inc. Add 0.74% 3,000 0.01
≡ OTIS - Otis Worldwide Corp. Add 0.67% 760 0.00
≡ ADI - Analog Devices Add 0.63% 5,600 0.01
≡ KKR - KKR & Co. L.P. Add 0.60% 8,400 0.01
≡ CMCSA - Comcast Corp. Add 0.48% 2,540 0.00
≡ SHW - Sherwin-Williams Add 0.41% 380 0.00
≡ AMT - American Tower Corp. Add 0.35% 180 0.00
≡ SPGI - S&P Global Inc. Add 0.20% 300 0.00
≡ PGR - Progressive Corp. Add 0.17% 1,200 0.00
≡ CG - Carlyle Group Add 0.16% 2,000 0.00
≡ MSFT - Microsoft Corp. Add 0.14% 680 0.00
≡ SBUX - Starbucks Corp. Add 0.09% 500 0.00
≡ AMZN - Amazon.com Inc. Add 0.08% 1,520 0.00
≡ NVR - NVR Inc. Add 0.08% 8 0.00
≡ TRUP - Trupanion Inc. Add 0.08% 100 0.00
≡ GS - Goldman Sachs Group Add 0.06% 200 0.00
≡ LOW - Lowe's Cos. Add 0.05% 300 0.00
≡ MA - Mastercard Inc. Add 0.05% 100 0.00
≡ V - Visa Inc. Add 0.04% 360 0.00
≡ AXP - American Express Add 0.02% 100 0.00
≡ DIS - Walt Disney Co. Add 0.01% 220 0.00
≡ TPL - Texas Pacific Land Corp. Buy 13,500 0.09
≡ MRVL - Marvell Technology Inc. Buy 69,000 0.05
≡ MTSI - MACOM Technology Solutions Hldg Buy 59,000 0.05
≡ CRM - Salesforce.com Buy 1,753 0.01
≡ NFLX - Netflix Inc. Buy 430 0.00
≡ ROP - Roper Technologies Inc. Buy 820 0.00
≡ WIX - Wix.com Ltd. Buy 1,200 0.00
≡ EA - Electronic Arts Sell 100.00% 126,100 0.24
Q1  2021
≡ EMN - Eastman Chemical Add 50.00% 3,000 0.00
≡ AON - Aon Plc Add 12.16% 4,500 0.01
≡ EFX - Equifax Inc. Add 7.11% 8,100 0.02
≡ IFF - International Flavors & Fragrances Inc. Add 6.85% 10,000 0.02
≡ PGR - Progressive Corp. Add 2.31% 15,600 0.02
≡ MMM - 3M Co. Add 1.67% 3,900 0.01
≡ WSO - Watsco Inc. Add 1.13% 4,500 0.02
≡ AMT - American Tower Corp. Add 1.13% 580 0.00
≡ WHR - Whirlpool Corp. Add 1.03% 2,800 0.01
≡ KKR - KKR & Co. L.P. Add 0.94% 13,000 0.01
≡ META - Meta Platforms Inc. Add 0.91% 1,323 0.01
≡ CMCSA - Comcast Corp. Add 0.72% 3,740 0.00
≡ OTIS - Otis Worldwide Corp. Add 0.71% 800 0.00
≡ SPGI - S&P Global Inc. Add 0.67% 980 0.00
≡ TSN - Tyson Foods Add 0.67% 2,500 0.00
≡ SHW - Sherwin-Williams Add 0.64% 600 0.00
≡ BK - Bank of New York Mellon Corp. Add 0.28% 1,000 0.00
≡ SEIC - SEI Investments Add 0.23% 1,000 0.00
≡ MSFT - Microsoft Corp. Add 0.12% 580 0.00
≡ NVR - NVR Inc. Add 0.11% 10 0.00
≡ V - Visa Inc. Add 0.10% 940 0.00
≡ UNP - Union Pacific Add 0.09% 80 0.00
≡ MCO - Moody's Corp. Add 0.07% 140 0.00
≡ GS - Goldman Sachs Group Add 0.05% 160 0.00
≡ AXP - American Express Add 0.04% 200 0.00
≡ BN - Brookfield Corp. Add 0.03% 2,380 0.00
≡ LOW - Lowe's Cos. Add 0.03% 180 0.00
≡ DIS - Walt Disney Co. Add 0.02% 360 0.00
≡ MA - Mastercard Inc. Add 0.02% 40 0.00
≡ DEO - Diageo ADR Add 0.01% 100 0.00
≡ REGN - Regeneron Pharmaceuticals Buy 45,500 0.30
≡ LMT - Lockheed Martin Corp. Buy 1,293 0.01
≡ CE - Celanese Corp. Buy 2,400 0.00
≡ ICE - Intercontinental Exchange Inc. Buy 2,320 0.00
≡ ADM - Archer-Daniels-Midland Reduce 1.01% 15,000 0.01
≡ MCHP - Microchip Technology Reduce 65.64% 214,000 0.23
≡ OI - O-I Glass Inc. Reduce 74.68% 354,000 0.06
≡ GWRE - Guidewire Software Inc. Sell 100.00% 13,000 0.02
Q4  2020
≡ IFF - International Flavors & Fragrances Inc. Add 36.45% 39,000 0.06
≡ HCSG - Healthcare Services Group Add 12.03% 84,000 0.04
≡ SEIC - SEI Investments Add 11.22% 43,000 0.04
≡ OI - O-I Glass Inc. Add 6.76% 30,000 0.01
≡ BK - Bank of New York Mellon Corp. Add 1.93% 6,750 0.00
≡ TSN - Tyson Foods Add 1.36% 5,000 0.00
≡ OTIS - Otis Worldwide Corp. Add 0.95% 1,060 0.00
≡ EA - Electronic Arts Add 0.72% 900 0.00
≡ PEP - PepsiCo Inc. Add 0.64% 610 0.00
≡ KKR - KKR & Co. L.P. Add 0.51% 7,000 0.00
≡ WSO - Watsco Inc. Add 0.50% 2,000 0.01