Thomas Gayner - Markel Asset Management

History Stock Activity ▼ Share change % change to portfolio
Q2  2022
≡ PYPL - PayPal Holdings Inc. Add 110.98% 11,710 0.01
≡ SPOT - Spotify Technology S.A. Add 100.78% 13,000 0.02
≡ CABO - Cable ONE Inc. Add 96.15% 5,000 0.09
≡ THG - Hanover Insurance Group Add 61.70% 29,000 0.06
≡ AXTA - Axalta Coating Systems Ltd. Add 37.89% 7,816 0.00
≡ DCT-OLD - Duck Creek Technologies Add 32.43% 3,000 0.00
≡ SEIC - SEI Investments Add 25.61% 114,000 0.09
≡ FDX - FedEx Corp. Add 24.79% 14,500 0.05
≡ DG - Dollar General Add 21.47% 27,000 0.10
≡ IT - Gartner Inc. Add 20.00% 500 0.00
≡ MTSI - MACOM Technology Solutions Hldg Add 16.95% 10,000 0.01
≡ CMCSA - Comcast Corp. Add 14.95% 94,300 0.05
≡ MRVL - Marvell Technology Inc. Add 13.33% 10,000 0.01
≡ META - Meta Platforms Inc. Add 12.62% 20,629 0.05
≡ VRSK - Verisk Analytics Inc. Add 8.50% 6,500 0.02
≡ GOOGL - Alphabet Inc. Add 7.42% 23,000 0.04
≡ AON - Aon Plc Add 6.24% 4,050 0.02
≡ WSO - Watsco Inc. Add 5.97% 25,000 0.09
≡ CSGP - CoStar Group Inc. Add 5.68% 1,000 0.00
≡ LMT - Lockheed Martin Corp. Add 4.82% 500 0.00
≡ SRCL - Stericycle Inc. Add 3.96% 25,000 0.02
≡ DIS - Walt Disney Co. Add 2.29% 44,000 0.06
≡ OI - O-I Glass Inc. Add 2.21% 10,100 0.00
≡ ROK - Rockwell Automation Inc. Add 1.31% 2,000 0.01
≡ NVR - NVR Inc. Add 1.26% 120 0.01
≡ ROL - Rollins Inc. Add 1.12% 14,000 0.01
≡ MMC - Marsh & McLennan Add 0.94% 5,800 0.01
≡ ALL - Allstate Corp. Add 0.86% 1,000 0.00
≡ SCHW - Charles Schwab Corp. Add 0.73% 8,000 0.01
≡ SBUX - Starbucks Corp. Add 0.57% 3,000 0.00
≡ TRU - TransUnion Add 0.52% 500 0.00
≡ ADI - Analog Devices Add 0.49% 5,250 0.01
≡ PGR - Progressive Corp. Add 0.40% 3,000 0.00
≡ GS - Goldman Sachs Group Add 0.29% 1,000 0.00
≡ KKR - KKR & Co. L.P. Add 0.29% 4,158 0.00
≡ LOW - Lowe's Cos. Add 0.25% 1,500 0.00
≡ MSCI - MSCI Inc. Add 0.18% 250 0.00
≡ V - Visa Inc. Add 0.17% 1,674 0.00
≡ GD - General Dynamics Add 0.13% 500 0.00
≡ ESAB - ESAB Corp. Buy 378,356 0.24
≡ NFLX - Netflix Inc. Buy 43,000 0.11
≡ CBRL - Cracker Barrel Old Cntry Store Buy 27,500 0.03
≡ ODFL - Old Dominion Freight Line Buy 16,000 0.03
≡ VNT - Vontier Corp. Buy 49,873 0.02
≡ UA - Under Armour CL C Buy 25,304 0.00
Q1  2022
≡ TMO - Thermo Fisher Scientific Add 550.00% 1,650 0.01
≡ CSGP - CoStar Group Inc. Add 467.74% 14,500 0.01
≡ SPOT - Spotify Technology S.A. Add 344.83% 10,000 0.02
≡ FDX - FedEx Corp. Add 234.29% 41,000 0.11
≡ ALL - Allstate Corp. Add 191.58% 76,250 0.12
≡ OI - O-I Glass Inc. Add 90.83% 218,000 0.03
≡ DG - Dollar General Add 80.29% 56,000 0.15
≡ CMCSA - Comcast Corp. Add 18.47% 98,332 0.05
≡ GOOGL - Alphabet Inc. Add 16.98% 45,000 0.07
≡ LMT - Lockheed Martin Corp. Add 13.72% 1,250 0.01
≡ AON - Aon Plc Add 11.79% 6,850 0.03
≡ META - Meta Platforms Inc. Add 10.55% 15,597 0.04
≡ MRVL - Marvell Technology Inc. Add 8.70% 6,000 0.00
≡ MMM - 3M Co. Add 6.54% 16,550 0.03
≡ SRCL - Stericycle Inc. Add 6.40% 38,000 0.03
≡ HCSG - Healthcare Services Group Add 6.38% 72,000 0.02
≡ PGR - Progressive Corp. Add 4.13% 29,750 0.04
≡ MSCI - MSCI Inc. Add 3.43% 4,700 0.03
≡ VRSK - Verisk Analytics Inc. Add 3.38% 2,500 0.01
≡ SEIC - SEI Investments Add 3.25% 14,000 0.01
≡ EFX - Equifax Inc. Add 2.50% 3,050 0.01
≡ DIS - Walt Disney Co. Add 2.26% 42,500 0.07
≡ TSN - Tyson Foods Add 2.12% 8,000 0.01
≡ TRU - TransUnion Add 1.64% 1,550 0.00
≡ MMC - Marsh & McLennan Add 1.53% 9,300 0.02
≡ ADI - Analog Devices Add 1.43% 15,150 0.03
≡ ROK - Rockwell Automation Inc. Add 1.33% 2,000 0.01
≡ REGN - Regeneron Pharmaceuticals Add 1.26% 1,000 0.01
≡ GD - General Dynamics Add 0.90% 3,500 0.01
≡ SPGI - S&P Global Inc. Add 0.84% 1,250 0.01
≡ MCO - Moody's Corp. Add 0.83% 1,750 0.01
≡ AAPL - Apple Inc. Add 0.71% 8,450 0.02
≡ AMZN - Amazon.com Inc. Add 0.56% 11,000 0.02
≡ ROL - Rollins Inc. Add 0.40% 5,000 0.00
≡ V - Visa Inc. Add 0.32% 3,065 0.01
≡ KKR - KKR & Co. L.P. Add 0.24% 3,350 0.00
≡ SBUX - Starbucks Corp. Add 0.19% 1,000 0.00
≡ ENOV - Enovis Corp. Add 0.00% 1 0.00
≡ THG - Hanover Insurance Group Buy 47,000 0.08
≡ EA - Electronic Arts Buy 16,900 0.03
≡ SHOP - Shopify Inc. Buy 27,500 0.02
≡ SONY - Sony Group Corp. Buy 16,000 0.02
≡ AXTA - Axalta Coating Systems Ltd. Buy 20,626 0.01
≡ IT - Gartner Inc. Buy 2,500 0.01
≡ PYPL - PayPal Holdings Inc. Buy 10,551 0.01
≡ SMG - Scotts Miracle-Gro Co. Buy 6,500 0.01
≡ WTW - Willis Towers Watson plc Buy 2,050 0.01
≡ DCT-OLD - Duck Creek Technologies Buy 9,250 0.00
Q4  2021
≡ ALL - Allstate Corp. Add 623.64% 34,300 0.04
≡ SPOT - Spotify Technology S.A. Add 202.08% 1,940 0.01
≡ OI - O-I Glass Inc. Add 100.00% 120,000 0.02
≡ DG - Dollar General Add 87.25% 32,500 0.09
≡ ATVI - Activision Blizzard Inc. Add 35.16% 118,000 0.09
≡ HCSG - Healthcare Services Group Add 33.79% 285,000 0.06
≡ INTU - Intuit Inc. Add 33.33% 680 0.01