Buy/Sell Activity

Thomas Gayner - Markel Asset Management

Stock Activity Share change % change to portfolio
Q4  2015
hist DCI - Donaldson Co. Add 166.67% 30,000 0.03
hist GOOGL - Alphabet Inc. Add 128.25% 16,031 0.33
hist BCR - Bard (C.R.) Inc. Add 125.00% 5,000 0.03
hist BDX - Becton Dickinson Add 125.00% 5,000 0.02
hist BAX - Baxter International Inc. Add 120.00% 12,000 0.01
hist FDX - FedEx Corp. Add 113.33% 17,000 0.07
hist PCAR - PACCAR Inc. Add 80.77% 52,500 0.07
hist MON - Monsanto Co. Add 57.43% 143,000 0.38
hist PH - Parker-Hannifin Add 45.00% 13,500 0.03
hist CMI - Cummins Inc. Add 44.00% 11,000 0.03
hist NSC - Norfolk Southern Corp. Add 36.18% 55,000 0.12
hist HOG - Harley-Davidson Add 35.81% 77,000 0.09
hist AAPL - Apple Inc. Add 33.33% 6,000 0.02
hist AON - Aon Corp. Add 32.14% 9,000 0.02
hist ROK - Rockwell Automation Inc. Add 31.94% 11,500 0.03
hist OAK - Oaktree Capital Group LLC Cl A Add 25.30% 115,000 0.15
hist VRSK - Verisk Analytics Inc. Add 18.18% 8,000 0.02
hist UTX - United Technologies Add 15.09% 8,000 0.02
hist WSO - Watsco Inc. Add 14.68% 16,000 0.05
hist MA - Mastercard Inc. Add 10.47% 13,500 0.04
hist MAT - Mattel Inc. Add 8.90% 52,000 0.04
hist ROL - Rollins Inc. Add 8.15% 22,500 0.02
hist LBRDA - Liberty Broadband Corp. CL A Add 7.48% 6,000 0.01
hist ECL - Ecolab Inc. Add 7.05% 10,500 0.03
hist MMC - Marsh & McLennan Add 5.46% 30,500 0.05
hist DE - Deere & Co. Add 5.41% 56,000 0.12
hist TRV - Travelers Companies Inc. Add 3.96% 12,000 0.04
hist JNJ - Johnson & Johnson Add 3.95% 23,000 0.06
hist ADM - Archer-Daniels-Midland Add 3.49% 48,000 0.05
hist UPS - United Parcel Service Add 3.39% 26,000 0.07
hist TROW - T. Rowe Price Group Add 2.15% 6,000 0.01
hist V - Visa Inc. Add 2.10% 17,500 0.04
hist MAR - Marriott Int'l. Add 1.79% 25,500 0.05
hist UL - Unilever PLC Add 1.67% 25,000 0.03
hist SLB - Schlumberger Ltd. Add 1.53% 10,000 0.02
hist ACN - Accenture Add 1.48% 2,000 0.01
hist LMCK - Liberty Media Corp. CL C Add 1.16% 6,000 0.01
hist DEO - Diageo plc Add 1.06% 13,500 0.04
hist DIS - Walt Disney Co. Add 0.86% 13,500 0.04
hist COF - Capital One Financial Add 0.80% 1,000 0.00