Thomas Gayner - Markel Asset Management

History Stock Activity Share change % change to portfolio
Q1  2017
TSN - Tyson Foods Add 545.45% 60,000 0.08
HXL - Hexcel Corp. Add 175.00% 21,000 0.03
ST - Sensata Technologies Holding Add 126.09% 58,000 0.06
FLS - Flowserve Corp. Add 120.00% 24,000 0.03
SBUX - Starbucks Corp. Add 116.67% 14,000 0.02
SRCL - Stericycle Inc. Add 113.33% 85,000 0.16
AMT - American Tower Corp. Add 110.71% 15,500 0.04
DLTR - Dollar Tree Inc. Add 109.09% 24,000 0.04
AGN - Allergan Plc Add 92.86% 13,000 0.07
GILD - Gilead Sciences Add 92.86% 13,000 0.02
VFC - V.F. Corp. Add 63.83% 12,000 0.02
HEI - HEICO Corp. Add 40.00% 26,250 0.04
PAG - Penske Automotive Group Add 40.00% 14,000 0.01
BA - Boeing Co. Add 32.44% 17,000 0.07
AMZN - Amazon Corp. Add 28.26% 13,000 0.26
ADI - Analog Devices Add 27.76% 108,811 0.20
PX - Praxair Inc. Add 26.86% 13,000 0.03
LYV - Live Nation Inc. Add 25.22% 66,000 0.04
FB - Facebook Inc. Add 23.62% 15,000 0.05
AAPL - Apple Inc. Add 23.26% 17,000 0.05
FWONK - Liberty Media Corp Formula One Series C Add 17.92% 37,000 0.03
GOOGL - Alphabet Inc. Add 17.68% 13,000 0.24
MSFT - Microsoft Corp. Add 17.39% 36,000 0.05
PH - Parker-Hannifin Add 15.74% 13,000 0.05
CMCSA - Comcast Corp. Add 14.84% 27,000 0.02
TXN - Texas Instruments Add 14.22% 59,000 0.11
ROK - Rockwell Automation Inc. Add 14.16% 13,000 0.05
CSCO - Cisco Systems Add 10.68% 33,000 0.03
CG - Carlyle Group Add 10.48% 50,000 0.02
LBRDA - Liberty Broadband Corp. CL A Add 10.40% 15,000 0.03
VRSK - Verisk Analytics Inc. Add 9.77% 6,500 0.01
APO - Apollo Global Management Add 8.53% 33,000 0.02
UTX - United Technologies Add 8.40% 10,500 0.03
MXIM - Maxim Integrated Prod Add 8.07% 13,000 0.01
NKE - NIKE Inc. Add 7.41% 24,000 0.03
ECL - Ecolab Inc. Add 7.30% 14,000 0.04
KKR - KKR & Co. L.P. Add 7.23% 45,000 0.02
CVS - CVS Health Corp. Add 6.45% 16,000 0.03
BX - The Blackstone Group Add 6.25% 35,000 0.02
NXPI - NXP Semiconductors NV Add 6.06% 2,000 0.00