Thomas Gayner - Markel Asset Management

History Stock Activity Share change % change to portfolio ▲
Q1  2024
≡ AAPL - Apple Inc. Add 0.11% 1,300 0.00
≡ CMCSA - Comcast Corp. Add 1.08% 11,500 0.00
≡ ADI - Analog Devices Add 0.30% 3,500 0.01
≡ DEO - Diageo ADR Add 0.42% 5,700 0.01
≡ META - Meta Platforms Inc. Add 1.13% 3,000 0.01
≡ ROL - Rollins Inc. Add 1.35% 19,000 0.01
≡ SCHW - Charles Schwab Corp. Add 1.42% 19,000 0.01
≡ SBUX - Starbucks Corp. Add 1.69% 9,000 0.01
≡ NKE - NIKE Inc. Add 1.90% 7,000 0.01
≡ SMG - Scotts Miracle-Gro Co. Add 7.69% 12,000 0.01
≡ IQV - IQVIA Holdings Inc. Add 10.07% 5,100 0.01
≡ KMX - CarMax Inc. Add 11.76% 13,000 0.01
≡ OI - O-I Glass Inc. Add 14.92% 70,000 0.01
≡ UBER - Uber Technologies Inc. Add 28.89% 13,000 0.01
≡ HSY - Hershey Co. Buy 9,500 0.02
≡ MAR - Marriott Int'l. Buy 9,000 0.02
≡ NSP - Insperity Inc. Buy 16,876 0.02
≡ YUM - Yum! Brands Inc. Buy 16,152 0.02
≡ IFF - International Flavors & Fragrances Inc. Sell 100.00% 23,000 0.02
≡ MSFT - Microsoft Corp. Add 0.87% 4,350 0.02
≡ LOW - Lowe's Cos. Add 0.99% 6,500 0.02
≡ MMC - Marsh & McLennan Add 1.39% 9,500 0.02
≡ CAT - Caterpillar Inc. Add 1.48% 4,500 0.02
≡ NVR - NVR Inc. Add 2.02% 225 0.02
≡ LIN - Linde plc Add 4.20% 5,300 0.02
≡ AON - Aon Plc Add 4.46% 4,700 0.02
≡ VRSK - Verisk Analytics Inc. Add 5.39% 6,500 0.02
≡ THG - Hanover Insurance Group Add 6.07% 13,000 0.02
≡ CABO - Cable ONE Inc. Add 8.82% 3,900 0.02
≡ TGT - Target Corp. Add 9.92% 12,000 0.02
≡ RNR - RenaissanceRe Holdings Ltd. Add 15.70% 9,500 0.02
≡ LAMR - Lamar Advertising Co. Add 24.19% 15,000 0.02
≡ HCA - HCA Healthcare Inc. Add 51.56% 7,291 0.02
≡ DG - Dollar General Add 3.21% 21,000 0.03
≡ ODFL - Old Dominion Freight Line Add 7.14% 13,000 0.03
≡ FDX - FedEx Corp. Add 7.35% 11,500 0.03
≡ TMO - Thermo Fisher Scientific Add 26.02% 5,100 0.03
≡ CHH - Choice Hotels Int. Inc. Add 37.40% 23,000 0.03
≡ UNH - United Health Group Inc. Add 46.36% 5,100 0.03
≡ GPK - Graphic Packaging Hldg Co. Add 98.04% 119,223 0.03
≡ APD - Air Products & Chemicals Buy 15,000 0.04
≡ WSO - Watsco Inc. Add 1.71% 9,500 0.04
≡ FERG - Ferguson plc Add 49.35% 19,000 0.04
≡ FIX - Comfort Systems USA Inc. Add 1200.00% 12,000 0.04
≡ TSN - Tyson Foods Add 11.47% 80,000 0.05
≡ URI - United Rentals Add 72.22% 6,500 0.05
≡ LPLA - LPL Financial Holdings Inc. Add 6.54% 27,905 0.07
≡ DE - Deere & Co. Add 3.26% 26,000 0.11
≡ SRCL - Stericycle Inc. Reduce 94.32% 630,700 0.33
Q4  2023
≡ FIX - Comfort Systems USA Inc. Buy 1,000 0.00
≡ DIS - Walt Disney Co. Add 0.10% 2,000 0.00
≡ COF - Capital One Financial Add 1.11% 1,000 0.00
≡ CE - Celanese Corp. Add 1.30% 1,000 0.00
≡ EMN - Eastman Chemical Add 2.74% 2,000 0.00
≡ AMZN - Amazon.com Inc. Add 0.29% 5,800 0.01
≡ AAPL - Apple Inc. Add 0.33% 4,000 0.01
≡ DEO - Diageo ADR Add 0.33% 4,500 0.01
≡ CAT - Caterpillar Inc. Add 1.34% 4,000 0.01
≡ ROL - Rollins Inc. Add 1.74% 24,000 0.01
≡ LAMR - Lamar Advertising Co. Add 22.77% 11,500 0.01
≡ MSFT - Microsoft Corp. Add 1.22% 6,000 0.02
≡ MMC - Marsh & McLennan Add 1.78% 12,000 0.02
≡ META - Meta Platforms Inc. Add 2.24% 5,800 0.02
≡ NVR - NVR Inc. Add 2.77% 300 0.02
≡ JPM - JPMorgan Chase & Co. Add 4.55% 11,000 0.02
≡ VRSK - Verisk Analytics Inc. Add 5.23% 6,000 0.02
≡ AON - Aon Plc Add 5.83% 5,800 0.02
≡ ALL - Allstate Corp. Add 9.18% 13,000 0.02
≡ IQV - IQVIA Holdings Inc. Add 15.52% 6,800 0.02
≡ RNR - RenaissanceRe Holdings Ltd. Add 23.47% 11,500 0.02
≡ KMX - CarMax Inc. Add 31.55% 26,500 0.02
≡ HCA - HCA Healthcare Inc. Add 75.66% 6,091 0.02
≡ UBER - Uber Technologies Inc. Add 114.29% 24,000 0.02
≡ GPK - Graphic Packaging Hldg Co. Buy 121,601 0.03
≡ LBTYA - Liberty Global Ltd CL A Sell 100.00% 168,000 0.03
≡ LLYVK - Liberty Media Corp. Series C Live Sell 100.00% 80,000 0.03
≡ LOW - Lowe's Cos. Add 1.78% 11,500 0.03
≡ LIN - Linde plc Add 4.73% 5,700 0.03
≡ FDX - FedEx Corp. Add 7.93% 11,500 0.03
≡ EFX - Equifax Inc. Add 11.38% 10,000 0.03
≡ THG - Hanover Insurance Group Add 13.23% 25,000 0.03
≡ TMO - Thermo Fisher Scientific Add 44.12% 6,000 0.03
≡ UNH - United Health Group Inc. Add 120.00% 6,000 0.03
≡ LLYVA - Liberty Media Corp. Series A Live Sell 100.00% 98,000 0.04
≡ VNT - Vontier Corp. Sell 100.00% 110,853 0.04
≡ SCHW - Charles Schwab Corp. Add 4.54% 58,000 0.04
≡ CABO - Cable ONE Inc. Add 17.24% 6,500 0.04
≡ CHH - Choice Hotels Int. Inc. Add 86.36% 28,500 0.04
≡ URI - United Rentals Add 200.00% 6,000 0.04
≡ ICE - Intercontinental Exchange Inc. Reduce 84.52% 27,957 0.05
≡ WSO - Watsco Inc. Add 2.02% 11,000 0.05
≡ ODFL - Old Dominion Freight Line Add 14.47% 23,000 0.05
≡ TGT - Target Corp. Add 45.78% 38,000 0.06
≡ TSN - Tyson Foods Add 20.78% 120,000 0.07
≡ FERG - Ferguson plc Add 541.67% 32,500 0.07
≡ ADI - Analog Devices Add 3.13% 35,300 0.08
≡ DG - Dollar General Add 10.84% 64,000 0.09
≡ BK - Bank of New York Mellon Corp. Reduce 66.74% 243,750 0.14
≡ LBRDK - Liberty Broadband Corp. CL C Sell 100.00% 149,859 0.17
≡ DE - Deere & Co. Add 5.14% 39,000 0.17