Thomas Gayner - Markel Asset Management

History Stock Activity Share change % change to portfolio ▼
Q1  2021
≡ REGN - Regeneron Pharmaceuticals Buy 45,500 0.30
≡ MCHP - Microchip Technology Reduce 65.64% 214,000 0.23
≡ OI - O-I Glass Inc. Reduce 74.68% 354,000 0.06
≡ 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
≡ WSO - Watsco Inc. Add 1.13% 4,500 0.02
≡ GWRE - Guidewire Software Inc. Sell 100.00% 13,000 0.02
≡ AON - Aon Plc Add 12.16% 4,500 0.01
≡ MMM - 3M Co. Add 1.67% 3,900 0.01
≡ 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
≡ ADM - Archer-Daniels-Midland Reduce 1.01% 15,000 0.01
≡ LMT - Lockheed Martin Corp. Buy 1,293 0.01
≡ EMN - Eastman Chemical Add 50.00% 3,000 0.00
≡ AMT - American Tower Corp. Add 1.13% 580 0.00
≡ 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
≡ CE - Celanese Corp. Buy 2,400 0.00
≡ ICE - Intercontinental Exchange Inc. Buy 2,320 0.00
Q4  2020
≡ MHK - Mohawk Industries Reduce 25.08% 74,000 0.15
≡ 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
≡ WSO - Watsco Inc. Add 0.50% 2,000 0.01
≡ AAPL - Apple Inc. Reduce 0.33% 4,000 0.01
≡ IAC - IAC Inc. Buy 1,954 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
≡ ATVI - Activision Blizzard Inc. Add 0.46% 1,300 0.00
≡ UNP - Union Pacific Add 0.38% 328 0.00
≡ PGR - Progressive Corp. Add 0.30% 2,000 0.00
≡ NVR - NVR Inc. Add 0.27% 26 0.00
≡ META - Meta Platforms Inc. Add 0.22% 320 0.00
≡ SHW - Sherwin-Williams Add 0.21% 192 0.00
≡ GS - Goldman Sachs Group Add 0.20% 700 0.00
≡ SPGI - S&P Global Inc. Add 0.18% 260 0.00
≡ WHR - Whirlpool Corp. Add 0.11% 310 0.00
≡ BN - Brookfield Corp. Add 0.07% 5,900 0.00
≡ DIS - Walt Disney Co. Add 0.06% 1,205 0.00
≡ FDS - FactSet Research Systems Add 0.03% 40 0.00
≡ BRK.B - Berkshire Hathaway CL B Add 0.02% 284 0.00
≡ DEO - Diageo ADR Add 0.02% 308 0.00
≡ MSFT - Microsoft Corp. Add 0.02% 100 0.00
≡ MA - Mastercard Inc. Add 0.01% 30 0.00
≡ MCO - Moody's Corp. Add 0.01% 20 0.00
≡ V - Visa Inc. Add 0.01% 90 0.00
≡ MTCH - Match Group Inc. Reduce 0.03% 1 0.00
≡ JPM - JPMorgan Chase & Co. Reduce 0.37% 800 0.00
≡ C - Citigroup Inc. Reduce 8.84% 2,000 0.00
≡ ALL - Allstate Corp. Buy 2,000 0.00
Q3  2020
≡ IAC - IAC Inc. Sell 100.00% 1,650 0.01
≡ MTCH - Match Group Inc. Buy 3,561 0.01
Q2  2020
≡ KMX - CarMax Inc. Sell 100.00% 4,913,070 4.97
≡ MAR - Marriott Int'l. Sell 100.00% 1,592,769 2.24
≡ WBA - Walgreens Boots Alliance Sell 100.00% 1,782,500 1.53
≡ ADP - Automatic Data Processing Inc. Sell 100.00% 530,700 1.36
≡ ELV - Elevance Health Inc. Sell 100.00% 174,000 0.74
≡ DE - Deere & Co. Reduce 24.86% 250,100 0.73
≡ TRV - Travelers Companies Inc. Sell 100.00% 315,000 0.59
≡ LYV - Live Nation Inc. Sell 100.00% 488,700 0.42
≡ LUV - Southwest Airlines Sell 100.00% 545,000 0.37
≡ PH - Parker-Hannifin Sell 100.00% 118,600 0.29
≡ BA - Boeing Co. Sell 100.00% 94,400 0.26
≡ CHH - Choice Hotels Int. Inc. Sell 100.00% 213,000 0.25
≡ DAL - Delta Air Lines Inc. Sell 100.00% 460,500 0.25
≡ MCK - McKesson Corp. Sell 100.00% 63,100 0.16
≡ FWONK - Liberty Media Corp Formula One Series C Sell 100.00% 259,500 0.13
≡ OTIS - Otis Worldwide Corp. Buy 112,000 0.12
≡ FWONA - Liberty Media Corp Formula One Series A Sell 100.00% 229,500 0.11
≡ CARR - Carrier Global Corp. Buy 224,000 0.09
≡ NVR - NVR Inc. Add 7.23% 640 0.04
≡ PAG - Penske Automotive Group Sell 100.00% 72,000 0.04
≡ AN - AutoNation Inc. Sell 100.00% 46,860 0.02
≡ LEN.B - Lennar Corp. CL B Reduce 49.42% 12,700 0.01
≡ DHI - D.R. Horton Reduce 57.12% 18,648 0.01
≡ AAL - American Airlines Group Inc. Sell 100.00% 55,000 0.01