Buy/Sell Activity

Thomas Gayner - Markel Asset Management

Stock Activity Share change % change to portfolio
Q3  2015
hist AON - Aon Corp. Add 600.00% 24,000 0.06
hist HOG - Harley-Davidson Add 377.78% 170,000 0.25
hist PH - Parker-Hannifin Add 275.00% 22,000 0.06
hist AAPL - Apple Inc. Add 200.00% 12,000 0.03
hist AMT - American Tower Corp. Add 150.00% 12,000 0.03
hist DISCK - Discovery Communications Inc. CL C Add 130.74% 302,000 0.19
hist JPM - JPMorgan Chase & Co. Add 115.29% 98,000 0.16
hist ROK - Rockwell Automation Inc. Add 100.00% 18,000 0.05
hist NSC - Norfolk Southern Corp. Add 55.10% 54,000 0.11
hist OAK - Oaktree Capital Group LLC Cl A Add 40.06% 130,000 0.17
hist VRSK - Verisk Analytics Inc. Add 37.50% 12,000 0.02
hist MON - Monsanto Co. Add 30.37% 58,000 0.13
hist MMC - Marsh & McLennan Add 22.59% 103,000 0.14
hist MAT - Mattel Inc. Add 18.46% 91,000 0.05
hist LBTYA - Liberty Global Inc. Add 18.00% 18,000 0.02
hist WSO - Watsco Inc. Add 17.20% 16,000 0.05
hist WAIR - Wesco Aircraft Holdings Add 17.14% 42,000 0.01
hist CAT - Caterpillar Inc. Add 15.35% 37,000 0.06
hist ROL - Rollins Inc. Add 15.00% 36,000 0.03
hist TRV - Travelers Companies Inc. Add 12.22% 33,000 0.09
hist HAL - Halliburton Co. Add 11.42% 25,000 0.02
hist MA - Mastercard Inc. Add 10.26% 12,000 0.03
hist COH - Coach Inc. Add 10.20% 5,000 0.00
hist TROW - T. Rowe Price Group Add 9.84% 25,000 0.05
hist MSCI - MSCI Inc. Add 9.60% 12,000 0.02
hist MHFI - McGraw Hill Financial Inc. Add 8.89% 12,000 0.03
hist ECL - Ecolab Inc. Add 8.76% 12,000 0.03
hist BLK - BlackRock Inc. Add 8.57% 12,000 0.09
hist FDS - FactSet Research Systems Add 7.89% 12,000 0.05
hist KKR - KKR & Co. L.P. Add 7.03% 35,000 0.02
hist APO - Apollo Global Management Add 6.61% 24,000 0.01
hist CG - Carlyle Group Add 6.40% 24,000 0.01
hist XOM - Exxon Mobil Corp. Add 5.97% 53,000 0.10
hist BX - The Blackstone Group Add 5.64% 26,000 0.02
hist AXP - American Express Add 5.18% 19,000 0.04
hist DE - Deere & Co. Add 5.08% 50,000 0.10
hist SLB - Schlumberger Ltd. Add 4.82% 30,000 0.05
hist CFX - Colfax Corp. Add 4.61% 50,000 0.04
hist LMCA - Liberty Media Corp. Add 4.41% 18,000 0.02
hist MCO - Moody's Corp. Add 4.32% 12,000 0.03