Thomas Gayner - Markel Asset Management

History Stock Activity Share change % change to portfolio
Q4  2016
AGN - Allergan Plc Add 600.00% 12,000 0.06
AMT - American Tower Corp. Add 600.00% 12,000 0.03
SRCL - Stericycle Inc. Add 141.94% 44,000 0.08
LYV - Live Nation Inc. Add 44.03% 80,000 0.05
AMZN - Amazon Corp. Add 35.29% 12,000 0.22
PX - Praxair Inc. Add 32.97% 12,000 0.03
BA - Boeing Co. Add 29.70% 12,000 0.05
HEI - HEICO Corp. Add 29.63% 15,000 0.02
MXIM - Maxim Integrated Prod Add 25.78% 33,000 0.03
TXN - Texas Instruments Add 25.76% 85,000 0.15
ADI - Analog Devices Add 25.64% 80,000 0.14
FB - Facebook Inc. Add 23.30% 12,000 0.03
VFC - V.F. Corp. Add 22.88% 3,500 0.00
LBRDA - Liberty Broadband Corp. CL A Add 21.99% 26,000 0.05
CMCSA - Comcast Corp. Add 21.33% 32,000 0.03
FWONK - Liberty Media Corp Formula One Series C Add 21.11% 36,000 0.03
VRSK - Verisk Analytics Inc. Add 20.91% 11,500 0.02
AAPL - Apple Inc. Add 19.64% 12,000 0.03
GOOGL - Alphabet Inc. Add 19.50% 12,000 0.22
PH - Parker-Hannifin Add 17.00% 12,000 0.04
ROK - Rockwell Automation Inc. Add 15.04% 12,000 0.04
CSCO - Cisco Systems Add 14.87% 40,000 0.03
PAG - Penske Automotive Group Add 12.90% 4,000 0.00
UTX - United Technologies Add 10.13% 11,500 0.03
MSFT - Microsoft Corp. Add 7.81% 15,000 0.02
DISCA - Discovery Communications Inc. Add 7.08% 59,000 0.04
TROW - T. Rowe Price Group Add 6.80% 20,000 0.04
ECL - Ecolab Inc. Add 6.67% 12,000 0.03
SEIC - SEI Investments Add 6.61% 18,000 0.02
MJN - Mead Johnson Nutrition Co. Add 6.60% 2,000 0.00
WSO - Watsco Inc. Add 6.48% 11,500 0.04
CG - Carlyle Group Add 5.30% 24,000 0.01
BX - The Blackstone Group Add 4.48% 24,000 0.02
KKR - KKR & Co. L.P. Add 4.01% 24,000 0.01
BLK - BlackRock Inc. Add 3.86% 6,000 0.05
ROL - Rollins Inc. Add 3.49% 12,000 0.01
OAK - Oaktree Capital Group LLC Cl A Add 2.96% 20,000 0.02
DIS - Walt Disney Co. Add 1.79% 29,000 0.07
MAR - Marriott Int'l. Add 1.63% 24,000 0.05
ACN - Accenture Add 1.37% 2,000 0.01