Thomas Gayner - Markel Asset Management

History Stock Activity Share change % change to portfolio ▼
Q2  2020
≡ BKNG - Booking Holdings Inc. Sell 100.00% 410 0.01
≡ PYPL - PayPal Holdings Inc. Buy 1,830 0.01
≡ BN - Brookfield Corp. Reduce 0.00% 1 0.00
≡ LEN - Lennar Corp. Sell 100.00% 5,900 0.00
Q1  2020
≡ UNH - United Health Group Inc. Sell 100.00% 599,000 2.44
≡ UL - Unilever PLC Sell 100.00% 1,527,600 1.21
≡ SMG - Scotts Miracle-Gro Co. Sell 100.00% 422,000 0.62
≡ HAS - Hasbro Inc. Sell 100.00% 364,000 0.53
≡ WBA - Walgreens Boots Alliance Reduce 13.37% 275,000 0.24
≡ ELV - Elevance Health Inc. Reduce 22.32% 50,000 0.21
≡ DLTR - Dollar Tree Inc. Sell 100.00% 123,100 0.16
≡ CDK-OLD - CDK Global Inc. Sell 100.00% 176,897 0.13
≡ PEP - PepsiCo Inc. Reduce 34.34% 50,000 0.12
≡ BK - Bank of New York Mellon Corp. Add 37.80% 96,000 0.06
≡ HCSG - Healthcare Services Group Add 21.80% 125,000 0.06
≡ MHK - Mohawk Industries Add 13.03% 34,000 0.05
≡ PGR - Progressive Corp. Add 5.39% 34,500 0.05
≡ ADI - Analog Devices Add 3.51% 30,000 0.05
≡ BRK.A - Berkshire Hathaway CL A Add 0.81% 9 0.05
≡ DISCA-OLD - Discovery Inc. OLD Sell 100.00% 117,000 0.05
≡ LUV - Southwest Airlines Add 11.11% 54,500 0.04
≡ GOOG - Alphabet Inc. CL C Add 1.43% 38,700 0.04
≡ WSO - Watsco Inc. Add 2.45% 9,500 0.03
≡ KHC - Kraft Heinz Co. Sell 100.00% 68,000 0.03
≡ ILMN - Illumina Inc. Add 300.00% 3,000 0.02
≡ DAL - Delta Air Lines Inc. Add 10.43% 43,500 0.02
≡ NVR - NVR Inc. Add 5.98% 500 0.02
≡ SRCL - Stericycle Inc. Add 4.52% 25,700 0.02
≡ ITW - Illinois Tool Works Add 2.66% 8,500 0.02
≡ TXN - Texas Instruments Add 1.33% 9,500 0.02
≡ AMZN - Amazon.com Inc. Add 0.52% 10,200 0.02
≡ BRK.B - Berkshire Hathaway CL B Add 0.35% 5,330 0.02
≡ GWRE - Guidewire Software Inc. Buy 13,000 0.02
≡ BKNG - Booking Holdings Inc. Add 105.00% 210 0.01
≡ OI - O-I Glass Inc. Add 26.86% 94,000 0.01
≡ TRUP - Trupanion Inc. Add 21.18% 23,300 0.01
≡ WFC - Wells Fargo Add 11.69% 20,450 0.01
≡ BALL - Ball Corp. Add 9.52% 4,000 0.01
≡ TRU - TransUnion Add 8.62% 7,500 0.01
≡ AMT - American Tower Corp. Add 6.12% 2,950 0.01
≡ EFX - Equifax Inc. Add 6.05% 6,500 0.01
≡ CHH - Choice Hotels Int. Inc. Add 4.93% 10,000 0.01
≡ TSN - Tyson Foods Add 3.80% 13,500 0.01
≡ WHR - Whirlpool Corp. Add 3.20% 8,400 0.01
≡ MCHP - Microchip Technology Add 2.52% 8,000 0.01
≡ MMM - 3M Co. Add 2.49% 5,700 0.01
≡ EA - Electronic Arts Add 2.29% 2,800 0.01
≡ SBUX - Starbucks Corp. Add 1.57% 8,150 0.01
≡ ROK - Rockwell Automation Inc. Add 1.43% 2,000 0.01
≡ LOW - Lowe's Cos. Add 1.29% 7,500 0.01
≡ META - Meta Platforms Inc. Add 1.26% 1,810 0.01
≡ CAT - Caterpillar Inc. Add 1.23% 3,500 0.01
≡ ROL - Rollins Inc. Add 1.16% 14,250 0.01
≡ SCHW - Charles Schwab Corp. Add 1.16% 12,600 0.01
≡ ADM - Archer-Daniels-Midland Add 1.03% 15,000 0.01
≡ KKR - KKR & Co. L.P. Add 1.00% 13,700 0.01
≡ ECL - Ecolab Inc. Add 0.98% 3,000 0.01
≡ MSFT - Microsoft Corp. Add 0.84% 4,000 0.01
≡ MA - Mastercard Inc. Add 0.74% 1,520 0.01
≡ MCO - Moody's Corp. Add 0.62% 1,300 0.01
≡ BX - Blackstone Group Add 0.49% 6,000 0.01
≡ MAR - Marriott Int'l. Add 0.47% 7,500 0.01
≡ DIS - Walt Disney Co. Add 0.43% 7,950 0.01
≡ BUD - Anheuser-Busch InBev Sell 100.00% 13,000 0.01
≡ AAL - American Airlines Group Inc. Buy 55,000 0.01
≡ EMN - Eastman Chemical Buy 6,000 0.01
≡ LAMR - Lamar Advertising Co. Buy 8,500 0.01
≡ IAC - IAC Inc. Add 43.48% 500 0.00
≡ C - Citigroup Inc. Add 11.32% 2,300 0.00
≡ AN - AutoNation Inc. Add 7.45% 3,250 0.00
≡ LEN.B - Lennar Corp. CL B Add 6.86% 1,650 0.00
≡ DHI - D.R. Horton Add 4.15% 1,300 0.00
≡ ALB - Albemarle Corp. Add 4.11% 3,000 0.00
≡ CCK - Crown Holdings Add 3.57% 4,000 0.00
≡ HXL - Hexcel Corp. Add 2.72% 5,000 0.00
≡ SHAK - Shake Shack Inc. Add 1.32% 400 0.00
≡ ATVI - Activision Blizzard Inc. Add 1.07% 3,000 0.00
≡ CG - Carlyle Group Add 0.99% 12,000 0.00
≡ IFF - International Flavors & Fragrances Inc. Add 0.94% 1,000 0.00
≡ JPM - JPMorgan Chase & Co. Add 0.77% 1,670 0.00
≡ AXP - American Express Add 0.56% 2,700 0.00
≡ HEI.A - HEICO Corp. CL A Add 0.44% 1,500 0.00
≡ GS - Goldman Sachs Group Add 0.26% 900 0.00
≡ AAPL - Apple Inc. Add 0.20% 2,400 0.00
≡ CMCSA - Comcast Corp. Add 0.19% 1,000 0.00
≡ V - Visa Inc. Add 0.16% 1,500 0.00
≡ BN - Brookfield Corp. Add 0.10% 8,701 0.00
≡ FDS - FactSet Research Systems Add 0.10% 120 0.00
≡ BLK - BlackRock Inc. Add 0.09% 200 0.00
≡ TWTR-OLD - Twitter Inc. Buy 8,500 0.00
Q4  2019
≡ DISCA-OLD - Discovery Inc. OLD Reduce 82.72% 560,000 0.24
≡ MHK - Mohawk Industries Add 22.54% 48,000 0.09
≡ ITW - Illinois Tool Works Add 11.54% 33,000 0.08
≡ WBA - Walgreens Boots Alliance Reduce 4.32% 93,000 0.08
≡ HCSG - Healthcare Services Group Add 44.64% 177,000 0.06
≡ NVR - NVR Inc. Add 15.16% 1,100 0.06
≡ PGR - Progressive Corp. Add 10.73% 62,000 0.06
≡ OI - O-I Glass Inc. Buy 350,000 0.06
≡ EFX - Equifax Inc. Add 27.22% 23,000 0.04
≡ IFF - International Flavors & Fragrances Inc. Add 25.44% 21,500 0.04