Thomas Gayner - Markel Group

History Stock Activity ▲ Share change % change to portfolio
Q2  2022
≡ LMT - Lockheed Martin Corp. Add 4.82% 500 0.00
≡ CSGP - CoStar Group Inc. Add 5.68% 1,000 0.00
≡ WSO - Watsco Inc. Add 5.97% 25,000 0.09
≡ AON - Aon Plc Add 6.24% 4,050 0.02
≡ GOOGL - Alphabet Inc. Add 7.42% 23,000 0.04
≡ VRSK - Verisk Analytics Inc. Add 8.50% 6,500 0.02
≡ META - Meta Platforms Inc. Add 12.62% 20,629 0.05
≡ MRVL - Marvell Technology Inc. Add 13.33% 10,000 0.01
≡ CMCSA - Comcast Corp. Add 14.95% 94,300 0.05
≡ MTSI - MACOM Technology Solutions Hldg Add 16.95% 10,000 0.01
≡ IT - Gartner Inc. Add 20.00% 500 0.00
≡ DG - Dollar General Add 21.47% 27,000 0.10
≡ FDX - FedEx Corp. Add 24.79% 14,500 0.05
≡ SEIC - SEI Investments Add 25.61% 114,000 0.09
≡ DCT-OLD - Duck Creek Technologies Add 32.43% 3,000 0.00
≡ AXTA - Axalta Coating Systems Ltd. Add 37.89% 7,816 0.00
≡ THG - Hanover Insurance Group Add 61.70% 29,000 0.06
≡ CABO - Cable ONE Inc. Add 96.15% 5,000 0.09
≡ SPOT - Spotify Technology S.A. Add 100.78% 13,000 0.02
≡ PYPL - PayPal Holdings Inc. Add 110.98% 11,710 0.01
≡ SHOP - Shopify Inc. Add 127.27% 35,000 0.02
≡ SONY - Sony Group Corp. Add 210.50% 33,680 0.04
≡ WTW - Willis Towers Watson plc Add 217.41% 4,457 0.01
≡ TMO - Thermo Fisher Scientific Add 233.33% 4,550 0.04
≡ EA - Electronic Arts Add 236.09% 39,900 0.07
≡ SMG - Scotts Miracle-Gro Co. Add 261.54% 17,000 0.02
≡ UA - Under Armour CL C Buy 25,304 0.00
≡ VNT - Vontier Corp. Buy 49,873 0.02
≡ CBRL - Cracker Barrel Old Cntry Store Buy 27,500 0.03
≡ ODFL - Old Dominion Freight Line Buy 16,000 0.03
≡ NFLX - Netflix Inc. Buy 43,000 0.11
≡ ESAB - ESAB Corp. Buy 378,356 0.24
≡ EFX - Equifax Inc. Reduce 44.43% 55,600 0.14
≡ ECL - Ecolab Inc. Reduce 11.32% 35,000 0.08
≡ ENOV - Enovis Corp. Reduce 0.00% 1 0.00
≡ Y-OLD - Alleghany Corp. Sell 100.00% 4,328 0.04
Q1  2022
≡ ENOV - Enovis Corp. Add 0.00% 1 0.00
≡ SBUX - Starbucks Corp. Add 0.19% 1,000 0.00
≡ KKR - KKR & Co. L.P. Add 0.24% 3,350 0.00
≡ V - Visa Inc. Add 0.32% 3,065 0.01
≡ ROL - Rollins Inc. Add 0.40% 5,000 0.00
≡ AMZN - Amazon.com Inc. Add 0.56% 11,000 0.02
≡ AAPL - Apple Inc. Add 0.71% 8,450 0.02
≡ MCO - Moody's Corp. Add 0.83% 1,750 0.01
≡ SPGI - S&P Global Inc. Add 0.84% 1,250 0.01
≡ GD - General Dynamics Add 0.90% 3,500 0.01
≡ REGN - Regeneron Pharmaceuticals Add 1.26% 1,000 0.01
≡ ROK - Rockwell Automation Inc. Add 1.33% 2,000 0.01
≡ ADI - Analog Devices Add 1.43% 15,150 0.03
≡ MMC - Marsh & McLennan Add 1.53% 9,300 0.02
≡ TRU - TransUnion Add 1.64% 1,550 0.00
≡ TSN - Tyson Foods Add 2.12% 8,000 0.01
≡ DIS - Walt Disney Co. Add 2.26% 42,500 0.07
≡ EFX - Equifax Inc. Add 2.50% 3,050 0.01
≡ SEIC - SEI Investments Add 3.25% 14,000 0.01
≡ VRSK - Verisk Analytics Inc. Add 3.38% 2,500 0.01
≡ MSCI - MSCI Inc. Add 3.43% 4,700 0.03
≡ PGR - Progressive Corp. Add 4.13% 29,750 0.04
≡ HCSG - Healthcare Services Group Add 6.38% 72,000 0.02
≡ SRCL - Stericycle Inc. Add 6.40% 38,000 0.03
≡ MMM - 3M Co. Add 6.54% 16,550 0.03
≡ MRVL - Marvell Technology Inc. Add 8.70% 6,000 0.00
≡ META - Meta Platforms Inc. Add 10.55% 15,597 0.04
≡ AON - Aon Plc Add 11.79% 6,850 0.03
≡ LMT - Lockheed Martin Corp. Add 13.72% 1,250 0.01
≡ GOOGL - Alphabet Inc. Add 16.98% 45,000 0.07
≡ CMCSA - Comcast Corp. Add 18.47% 98,332 0.05
≡ DG - Dollar General Add 80.29% 56,000 0.15
≡ OI - O-I Glass Inc. Add 90.83% 218,000 0.03
≡ ALL - Allstate Corp. Add 191.58% 76,250 0.12
≡ FDX - FedEx Corp. Add 234.29% 41,000 0.11
≡ SPOT - Spotify Technology S.A. Add 344.83% 10,000 0.02
≡ CSGP - CoStar Group Inc. Add 467.74% 14,500 0.01
≡ TMO - Thermo Fisher Scientific Add 550.00% 1,650 0.01
≡ DCT-OLD - Duck Creek Technologies Buy 9,250 0.00
≡ AXTA - Axalta Coating Systems Ltd. Buy 20,626 0.01
≡ IT - Gartner Inc. Buy 2,500 0.01
≡ PYPL - PayPal Holdings Inc. Buy 10,551 0.01
≡ SMG - Scotts Miracle-Gro Co. Buy 6,500 0.01
≡ WTW - Willis Towers Watson plc Buy 2,050 0.01
≡ SHOP - Shopify Inc. Buy 27,500 0.02
≡ SONY - Sony Group Corp. Buy 16,000 0.02
≡ EA - Electronic Arts Buy 16,900 0.03
≡ THG - Hanover Insurance Group Buy 47,000 0.08
≡ SHAK - Shake Shack Inc. Sell 100.00% 30,600 0.03
≡ MCHP - Microchip Technology Sell 100.00% 112,000 0.11
≡ ALB - Albemarle Corp. Sell 100.00% 76,000 0.20
≡ MHK - Mohawk Industries Sell 100.00% 221,000 0.46
Q4  2021
≡ KKR - KKR & Co. L.P. Add 0.07% 1,000 0.00
≡ CG - Carlyle Group Add 0.16% 2,000 0.00
≡ WHR - Whirlpool Corp. Add 0.39% 1,100 0.00
≡ ADI - Analog Devices Add 0.50% 5,250 0.01
≡ CMCSA - Comcast Corp. Add 0.76% 4,000 0.00
≡ DIS - Walt Disney Co. Add 0.86% 16,000 0.03
≡ WSO - Watsco Inc. Add 1.09% 4,500 0.02
≡ CARR - Carrier Global Corp. Add 1.95% 4,500 0.00
≡ ROK - Rockwell Automation Inc. Add 2.03% 3,000 0.01
≡ MMM - 3M Co. Add 2.43% 6,000 0.01
≡ PGR - Progressive Corp. Add 2.63% 18,500 0.02
≡ GOOGL - Alphabet Inc. Add 6.00% 15,000 0.02