Buy/Sell Activity

Thomas Gayner - Markel Asset Management

Stock Activity Share change % change to portfolio
Q2  2015
hist VRSK - Verisk Analytics Inc. Add 255.56% 23,000 0.04
hist COH - Coach Inc. Add 172.22% 31,000 0.03
hist DISCK - Discovery Communications Inc. CL C Add 156.67% 141,000 0.11
hist RUSHA - Rush Enterprises Inc. Add 66.67% 6,000 0.00
hist WSO - Watsco Inc. Add 60.34% 35,000 0.11
hist WAIR - Wesco Aircraft Holdings Add 53.13% 85,000 0.03
hist HAL - Halliburton Co. Add 41.29% 64,000 0.07
hist LBTYA - Liberty Global Inc. Add 38.89% 28,000 0.04
hist OAK - Oaktree Capital Group LLC Cl A Add 30.06% 75,000 0.10
hist DNOW - NOW Inc. Add 26.74% 25,000 0.01
hist MON - Monsanto Co. Add 24.03% 37,000 0.10
hist MAT - Mattel Inc. Add 16.82% 71,000 0.05
hist ROL - Rollins Inc. Add 15.94% 33,000 0.02
hist SLB - Schlumberger Ltd. Add 14.13% 77,000 0.17
hist MMC - Marsh & McLennan Add 13.72% 55,000 0.08
hist CB - Chubb Corp. Add 12.95% 36,000 0.09
hist CME - CME Group Add 12.87% 13,000 0.03
hist RBA - Ritchie Bros. Auctioneers Inc. Add 11.46% 11,000 0.01
hist MA - Mastercard Inc. Add 10.38% 11,000 0.03
hist RCII - Rent-A-Center Add 9.77% 21,000 0.02
hist MSCI - MSCI Inc. Add 9.65% 11,000 0.02
hist MHFI - McGraw Hill Financial Inc. Add 8.87% 11,000 0.03
hist ECL - Ecolab Inc. Add 8.73% 11,000 0.03
hist DE - Deere & Co. Add 8.72% 79,000 0.19
hist BLK - BlackRock Inc. Add 8.53% 11,000 0.10
hist APO - Apollo Global Management Add 8.04% 27,000 0.01
hist FDS - FactSet Research Systems Add 7.80% 11,000 0.04
hist PDCO - Patterson Cos. Inc. Add 7.74% 12,000 0.01
hist AAN - Aaron's Inc. Add 7.64% 23,000 0.02
hist CRR - Carbo Ceramics Add 7.50% 15,000 0.02
hist LMCA - Liberty Media Corp. Add 7.37% 28,000 0.03
hist CLB - Core Laboratories NV Add 6.86% 7,000 0.02
hist CG - Carlyle Group Add 6.84% 24,000 0.02
hist NSC - Norfolk Southern Corp. Add 6.52% 6,000 0.01
hist KKR - KKR & Co. L.P. Add 6.41% 30,000 0.02
hist CPRT - Copart Inc. Add 6.17% 55,000 0.05
hist NOV - National Oilwell Varco Inc. Add 6.09% 35,000 0.04
hist BX - The Blackstone Group Add 5.01% 22,000 0.02
hist TRV - Travelers Companies Inc. Add 4.25% 11,000 0.03
hist MCO - Moody's Corp. Add 4.12% 11,000 0.03
hist XOM - Exxon Mobil Corp. Add 2.19% 19,000 0.04
hist HAS - Hasbro Inc. Add 1.68% 6,000 0.01
hist AXP - American Express Add 1.66% 6,000 0.01
hist TROW - T. Rowe Price Group Add 1.60% 4,000 0.01
hist UPS - United Parcel Service Add 1.48% 11,000 0.03
hist V - Visa Inc. Add 1.36% 11,000 0.02
hist MAR - Marriott Int'l. Add 1.10% 15,000 0.03
hist CVS - CVS Health Corp. Add 0.82% 2,000 0.01
hist UL - Unilever PLC Add 0.75% 11,000 0.01
hist DIS - Walt Disney Co. Add 0.71% 11,000 0.03
hist BAM - Brookfield Asset Management Inc. Add 0.43% 21,499 0.02
hist GOOG - Google Inc. CL C Add 0.25% 31 0.00
hist DEO - Diageo plc Add 0.24% 3,000 0.01
hist LBRDK - Liberty Broadband Corp. CL C Buy 172,113 0.22
hist JPM - JPMorgan Chase & Co. Buy 85,000 0.14
hist ROK - Rockwell Automation Inc. Buy 18,000 0.06
hist HOG - Harley-Davidson Buy 45,000 0.06
hist AAPL - Apple Inc. Buy 6,000 0.02
hist AMT - American Tower Corp. Buy 8,000 0.02
hist PH - Parker-Hannifin Buy 8,000 0.02
hist DAR - Darling Ingredients Inc. Buy 65,000 0.02
hist AON - Aon Corp. Buy 4,000 0.01
Q1  2015
hist WSO - Watsco Inc. Add 2800.00% 56,000 0.17
hist HAL - Halliburton Co. Add 933.33% 140,000 0.15
hist WAIR - Wesco Aircraft Holdings Add 433.33% 130,000 0.05
hist CLB - Core Laboratories NV Add 308.00% 77,000 0.20
hist BRK.A - Berkshire Hathaway CL A Add 292.00% 803 4.42
hist CRR - Carbo Ceramics Add 227.87% 139,000 0.10
hist LBTYA - Liberty Global Inc. Add 118.18% 39,000 0.05
hist CME - CME Group Add 80.36% 45,000 0.11
hist OAK - Oaktree Capital Group LLC Cl A Add 63.07% 96,500 0.13
hist MON - Monsanto Co. Add 62.11% 59,000 0.17
hist RBA - Ritchie Bros. Auctioneers Inc. Add 39.13% 27,000 0.02
hist ROL - Rollins Inc. Add 35.29% 54,000 0.03
hist SLB - Schlumberger Ltd. Add 34.57% 140,000 0.30
hist MAT - Mattel Inc. Add 26.73% 89,000 0.05
hist NOV - National Oilwell Varco Inc. Add 21.05% 100,000 0.13
hist MMC - Marsh & McLennan Add 19.35% 65,000 0.09
hist MA - Mastercard Inc. Add 13.98% 13,000 0.03
hist RCII - Rent-A-Center Add 13.16% 25,000 0.02
hist MSCI - MSCI Inc. Add 12.87% 13,000 0.02
hist AAN - Aaron's Inc. Add 12.31% 33,000 0.02
hist HAS - Hasbro Inc. Add 12.23% 39,000 0.06
hist MHFI - McGraw Hill Financial Inc. Add 11.71% 13,000 0.03
hist ECL - Ecolab Inc. Add 11.50% 13,000 0.04
hist LMCA - Liberty Media Corp. Add 11.44% 39,000 0.04
hist BLK - BlackRock Inc. Add 11.21% 13,000 0.12
hist FDS - FactSet Research Systems Add 10.16% 13,000 0.05
hist APO - Apollo Global Management Add 10.16% 31,000 0.02
hist CG - Carlyle Group Add 9.01% 29,000 0.02
hist DE - Deere & Co. Add 8.76% 73,000 0.16
hist KKR - KKR & Co. L.P. Add 7.59% 33,000 0.02
hist LMCK - Liberty Media Corp. CL C Add 6.68% 43,113 0.05
hist TRV - Travelers Companies Inc. Add 6.15% 15,000 0.04
hist V - Visa Inc. Add 6.04% 46,000 0.08
hist CVS - CVS Health Corp. Add 5.60% 13,000 0.03
hist CPRT - Copart Inc. Add 5.57% 47,000 0.04
hist BX - The Blackstone Group Add 5.53% 23,000 0.02
hist MCO - Moody's Corp. Add 5.12% 13,000 0.03
hist CB - Chubb Corp. Add 4.91% 13,000 0.03