Buy/Sell Activity

Thomas Gayner - Markel Asset Management

Stock Activity Share change % change to portfolio
Q4  2013
hist CPRT - Copart Inc. Add 2700.00% 270,000 0.31
hist BLK - BlackRock Inc. Add 78.38% 26,100 0.26
hist APO - Apollo Global Management Add 54.84% 55,000 0.06
hist SEIC - SEI Investments Add 53.85% 70,000 0.08
hist FDS - FactSet Research Systems Add 51.35% 19,000 0.06
hist CG - Carlyle Group Add 45.19% 61,000 0.07
hist CLMT - Calumet Specialty Products Add 40.54% 15,000 0.01
hist WLP - WellPoint Inc. Add 35.90% 28,000 0.08
hist MAT - Mattel Inc. Add 30.18% 43,000 0.06
hist BX - The Blackstone Group Add 26.14% 61,000 0.06
hist CVX - Chevron Corp. Add 25.00% 19,000 0.08
hist PG - Procter & Gamble Add 22.87% 7,800 0.02
hist LMCA - Liberty Media Capital Add 21.82% 24,000 0.11
hist E - Eni SpA Add 21.01% 29,000 0.05
hist KKR - KKR & Co. L.P. Add 20.83% 50,000 0.04
hist IBM - International Bus. Machines Add 20.40% 4,100 0.02
hist ECL - Ecolab Inc. Add 16.53% 8,000 0.03
hist INTC - Intel Corp. Add 16.21% 139,300 0.11
hist NOV - National Oilwell Varco Inc. Add 14.69% 31,000 0.08
hist HAS - Hasbro Inc. Add 14.68% 28,000 0.05
hist POT - Potash Corp. of Saskatchewan Inc. Add 14.29% 10,000 0.01
hist MCO - Moody's Corp. Add 14.16% 22,000 0.05
hist SLB - Schlumberger Ltd. Add 12.99% 20,000 0.06
hist V - Visa Inc. Add 11.42% 14,000 0.10
hist GE - General Electric Add 5.90% 144,859 0.13
hist AMZN - Amazon Corp. Add 5.37% 800 0.01
hist UNH - United Health Group Inc. Add 5.31% 30,600 0.07
hist GOOGL - Google Inc. Add 5.04% 1,200 0.02
hist MOS - Mosaic Co. Add 3.33% 5,000 0.01
hist EXPD - Expeditors Int'l Add 3.01% 4,000 0.01
hist MSFT - Microsoft Corp. Add 2.84% 22,800 0.03
hist XOM - Exxon Mobil Corp. Add 2.37% 20,281 0.06
hist BAM - Brookfield Asset Management Inc. Add 1.64% 52,037 0.06
hist WMT - Wal-Mart Stores Add 1.39% 15,526 0.04
hist MAR - Marriott Int'l. Add 0.16% 2,090 0.00
hist UL - Unilever PLC Buy 217,000 0.28
hist FNF - Fidelity National Financial Inc. Buy 79,700 0.08
hist MHFI - McGraw Hill Financial Inc. Buy 30,000 0.07
hist ROL - Rollins Inc. Buy 47,000 0.05
hist TGT - Target Corp. Buy 24,000 0.05
hist UTI - Universal Technical Institute Buy 23,000 0.01
hist MSCI - MSCI Inc. Buy 5,000 0.01
Q3  2013
hist CG - Carlyle Group Add 575.00% 115,000 0.10
hist E - Eni SpA Add 360.00% 108,000 0.17
hist BLK - BlackRock Inc. Add 265.93% 24,200 0.23
hist KKR - KKR & Co. L.P. Add 108.70% 125,000 0.09
hist BX - The Blackstone Group Add 99.66% 116,500 0.10
hist CVX - Chevron Corp. Add 76.74% 33,000 0.14
hist CLB - Core Laboratories NV Add 66.67% 4,000 0.02
hist SYNL - Synalloy Corp. Add 61.81% 300,000 0.17