Thomas Gayner - Markel Asset Management

History Stock Activity ▼ Share change % change to portfolio
Q4  2018
≡ GOOGL - Alphabet Inc. Add 1.09% 27,600 0.03
≡ PGR - Progressive Corp. Add 1.06% 4,500 0.01
≡ WSO - Watsco Inc. Add 1.03% 3,000 0.01
≡ SHAK - Shake Shack Inc. Add 0.80% 250 0.00
≡ CMCSA - Comcast Corp. Add 0.76% 3,000 0.00
≡ HEI.A - HEICO Corp. Add 0.69% 2,000 0.00
≡ LBTYA - Liberty Global Ltd CL A Add 0.56% 1,000 0.00
≡ MSFT - Microsoft Corp. Add 0.52% 2,000 0.00
≡ AMZN - Amazon.com Inc. Add 0.48% 8,500 0.01
≡ RTX - RTX Corp. Add 0.45% 1,000 0.00
≡ MXIM - Maxim Integrated Products Add 0.40% 1,000 0.00
≡ ROL - Rollins Inc. Add 0.38% 4,500 0.00
≡ CG - Carlyle Group Add 0.28% 3,000 0.00
≡ BX - Blackstone Group Add 0.27% 3,000 0.00
≡ ECL - Ecolab Inc. Add 0.26% 700 0.00
≡ KKR - KKR & Co. L.P. Add 0.24% 3,000 0.00
≡ LYV - Live Nation Inc. Add 0.21% 1,000 0.00
≡ BN - Brookfield Corp. Add 0.18% 15,150 0.01
≡ TXN - Texas Instruments Add 0.16% 1,000 0.00
≡ V - Visa Inc. Add 0.15% 1,400 0.00
≡ BRK.B - Berkshire Hathaway CL B Add 0.11% 1,650 0.01
≡ APO - Apollo Global Management Add 0.10% 1,000 0.00
≡ BLK - BlackRock Inc. Add 0.10% 200 0.00
≡ OAK - Oaktree Capital Group LLC Cl A Add 0.10% 1,000 0.00
≡ DIS - Walt Disney Co. Add 0.07% 1,300 0.00
≡ MAR - Marriott Int'l. Add 0.07% 1,000 0.00
≡ MCO - Moody's Corp. Add 0.05% 100 0.00
≡ LIN - Linde plc Buy 94,400 0.28
≡ SHW - Sherwin-Williams Buy 33,000 0.08
≡ NVR - NVR Inc. Buy 770 0.04
≡ EFX - Equifax Inc. Buy 2,500 0.00
≡ TRU - TransUnion Buy 4,000 0.00
Q3  2018
≡ WHR - Whirlpool Corp. Add 1276.66% 18,435 0.04
≡ EA - Electronic Arts Add 493.10% 28,600 0.06
≡ WFC - Wells Fargo Add 350.00% 42,000 0.04
≡ ATVI - Activision Blizzard Inc. Add 177.58% 29,300 0.04
≡ LUV - Southwest Airlines Add 166.67% 50,000 0.05
≡ SMG - Scotts Miracle-Gro Co. Add 128.38% 95,000 0.12
≡ DAL - Delta Air Lines Inc. Add 113.64% 25,000 0.03
≡ VZ - Verizon Communications Add 78.85% 41,000 0.04
≡ C - Citigroup Inc. Add 66.71% 4,750 0.00
≡ IFF - International Flavors & Fragrances Inc. Add 58.75% 23,500 0.06
≡ SBUX - Starbucks Corp. Add 37.91% 115,420 0.11
≡ DHI - D.R. Horton Add 36.54% 2,250 0.00
≡ CMCSA - Comcast Corp. Add 36.08% 105,000 0.06
≡ PGR - Progressive Corp. Add 34.76% 109,500 0.13
≡ HCSG - Healthcare Services Group Add 34.34% 34,000 0.02
≡ GS - Goldman Sachs Group Add 28.28% 26,800 0.10
≡ MCHP - Microchip Technology Add 24.18% 44,000 0.03
≡ AN - AutoNation Inc. Add 23.92% 5,310 0.00
≡ DLTR - Dollar Tree Inc. Add 23.00% 23,000 0.03
≡ SYF - Synchrony Financial Add 16.65% 1,100 0.00
≡ RTX - RTX Corp. Add 15.84% 30,500 0.07
≡ CHH - Choice Hotels Int. Inc. Add 14.50% 14,500 0.02
≡ HXL - Hexcel Corp. Add 10.00% 12,000 0.01
≡ BKNG - Booking Holdings Inc. Add 8.70% 20 0.00
≡ SRCL - Stericycle Inc. Add 7.83% 29,000 0.03
≡ SEIC - SEI Investments Add 7.51% 23,000 0.02
≡ MSFT - Microsoft Corp. Add 7.20% 26,000 0.05
≡ HEI.A - HEICO Corp. Add 7.01% 18,998 0.02
≡ SHAK - Shake Shack Inc. Add 6.87% 2,000 0.00
≡ META - Meta Platforms Inc. Add 6.65% 8,540 0.02
≡ LBTYA - Liberty Global Ltd CL A Add 5.95% 10,000 0.01
≡ WSO - Watsco Inc. Add 5.80% 16,000 0.05
≡ APO - Apollo Global Management Add 4.59% 42,500 0.02
≡ FWONA - Liberty Media Corp Formula One Series A Add 4.56% 10,000 0.01
≡ MXIM - Maxim Integrated Products Add 4.15% 10,000 0.01
≡ CG - Carlyle Group Add 4.06% 42,500 0.02
≡ BX - Blackstone Group Add 3.97% 42,500 0.03
≡ TXN - Texas Instruments Add 3.76% 23,000 0.04
≡ ADI - Analog Devices Add 3.61% 23,000 0.04
≡ KKR - KKR & Co. L.P. Add 3.60% 43,000 0.02
≡ GOOGL - Alphabet Inc. Add 3.51% 85,700 0.09
≡ AAPL - Apple Inc. Add 3.47% 20,680 0.02
≡ ROL - Rollins Inc. Add 3.37% 38,250 0.02
≡ ECL - Ecolab Inc. Add 3.18% 8,300 0.02
≡ TSN - Tyson Foods Add 2.26% 5,000 0.01
≡ AMZN - Amazon.com Inc. Add 2.17% 38,000 0.06
≡ LYV - Live Nation Inc. Add 2.09% 10,000 0.01
≡ BLK - BlackRock Inc. Add 1.88% 3,600 0.03
≡ DIS - Walt Disney Co. Add 1.70% 30,000 0.06
≡ OAK - Oaktree Capital Group LLC Cl A Add 1.59% 16,000 0.01
≡ MAR - Marriott Int'l. Add 1.06% 16,000 0.04
≡ BN - Brookfield Corp. Add 0.80% 67,230 0.03
≡ V - Visa Inc. Add 0.43% 4,000 0.01
≡ DISCA-OLD - Discovery Inc. OLD Add 0.17% 2,000 0.00
≡ BRK.B - Berkshire Hathaway CL B Add 0.14% 2,065 0.01
≡ SCHW - Charles Schwab Corp. Add 0.01% 100 0.00
≡ MHK - Mohawk Industries Buy 30,000 0.09
≡ NXPI - NXP Semiconductors NV Buy 28,000 0.04
≡ CCK - Crown Holdings Buy 11,000 0.01
Q2  2018
≡ SMG - Scotts Miracle-Gro Co. Add 469.23% 61,000 0.09
≡ IFF - International Flavors & Fragrances Inc. Add 300.00% 30,000 0.07
≡ SHAK - Shake Shack Inc. Add 164.55% 18,100 0.02
≡ MAT - Mattel Inc. Add 106.06% 105,000 0.03
≡ MCHP - Microchip Technology Add 85.71% 84,000 0.07
≡ HCSG - Healthcare Services Group Add 80.00% 44,000 0.04
≡ CMG - Chipotle Mexican Grill Inc. Add 55.43% 9,700 0.08
≡ PGR - Progressive Corp. Add 50.00% 105,000 0.11
≡ SBUX - Starbucks Corp. Add 45.64% 95,400 0.08