Thomas Gayner - Markel Asset Management

History Stock Activity ▲ Share change % change to portfolio
Q3  2023
≡ GOOGL - Alphabet Inc. Add 0.91% 5,000 0.01
≡ V - Visa Inc. Add 1.01% 10,015 0.03
≡ WSO - Watsco Inc. Add 1.21% 6,500 0.03
≡ MSFT - Microsoft Corp. Add 1.34% 6,500 0.02
≡ MMC - Marsh & McLennan Add 1.97% 13,000 0.03
≡ ROL - Rollins Inc. Add 1.99% 27,000 0.01
≡ LOW - Lowe's Cos. Add 2.06% 13,000 0.03
≡ CAT - Caterpillar Inc. Add 2.08% 6,100 0.02
≡ META - Meta Platforms Inc. Add 2.41% 6,100 0.02
≡ SCHW - Charles Schwab Corp. Add 2.45% 30,500 0.02
≡ NVR - NVR Inc. Add 2.90% 305 0.02
≡ SMG - Scotts Miracle-Gro Co. Add 4.18% 6,265 0.00
≡ VRSK - Verisk Analytics Inc. Add 5.23% 5,700 0.02
≡ LIN - Linde plc Add 5.33% 6,100 0.03
≡ JPM - JPMorgan Chase & Co. Add 5.69% 13,000 0.02
≡ AON - Aon Plc Add 6.99% 6,500 0.03
≡ FDX - FedEx Corp. Add 9.02% 12,000 0.04
≡ ALL - Allstate Corp. Add 10.11% 13,000 0.02
≡ DG - Dollar General Add 15.91% 81,000 0.10
≡ COF - Capital One Financial Add 16.88% 13,000 0.02
≡ CE - Celanese Corp. Add 17.61% 11,500 0.02
≡ ODFL - Old Dominion Freight Line Add 17.78% 24,000 0.06
≡ THG - Hanover Insurance Group Add 19.62% 31,000 0.04
≡ EMN - Eastman Chemical Add 21.68% 13,000 0.01
≡ KMX - CarMax Inc. Add 21.74% 15,000 0.01
≡ BUD - Anheuser-Busch InBev Add 22.22% 2,000 0.00
≡ TSN - Tyson Foods Add 28.33% 127,500 0.08
≡ RNR - RenaissanceRe Holdings Ltd. Add 36.11% 13,000 0.03
≡ IQV - IQVIA Holdings Inc. Add 37.71% 12,000 0.03
≡ CABO - Cable ONE Inc. Add 41.20% 11,000 0.08
≡ LAMR - Lamar Advertising Co. Add 46.38% 16,000 0.02
≡ TGT - Target Corp. Add 53.70% 29,000 0.04
≡ TMO - Thermo Fisher Scientific Add 65.85% 5,400 0.03
≡ LPLA - LPL Financial Holdings Inc. Add 137.11% 174,205 0.50
≡ UBER - Uber Technologies Inc. Add 200.00% 14,000 0.01
≡ CHH - Choice Hotels Int. Inc. Add 560.00% 28,000 0.04
≡ FERG - Ferguson plc Buy 6,000 0.01
≡ HCA - HCA Healthcare Inc. Buy 8,050 0.02
≡ URI - United Rentals Buy 3,000 0.02
≡ LLYVK - Liberty Media Corp. Series C Live Buy 80,000 0.03
≡ UNH - United Health Group Inc. Buy 5,000 0.03
≡ LLYVA - Liberty Media Corp. Series A Live Buy 98,000 0.04
Q2  2023
≡ OI - O-I Glass Inc. Add 0.02% 100 0.00
≡ DIS - Walt Disney Co. Add 0.10% 2,000 0.00
≡ AMZN - Amazon.com Inc. Add 0.47% 9,500 0.01
≡ ADI - Analog Devices Add 0.58% 6,500 0.02
≡ AAPL - Apple Inc. Add 0.75% 9,000 0.02
≡ CCK - Crown Holdings Add 0.80% 1,500 0.00
≡ CBRL - Cracker Barrel Old Cntry Store Add 0.91% 1,000 0.00
≡ MSFT - Microsoft Corp. Add 1.25% 6,000 0.02
≡ MMC - Marsh & McLennan Add 1.38% 9,000 0.02
≡ KKR - KKR & Co. L.P. Add 1.54% 22,000 0.01
≡ CAT - Caterpillar Inc. Add 1.91% 5,500 0.02
≡ WSO - Watsco Inc. Add 1.99% 10,500 0.05
≡ LOW - Lowe's Cos. Add 2.10% 13,000 0.03
≡ HEI.A - HEICO Corp. CL A Add 2.43% 9,000 0.02
≡ NVR - NVR Inc. Add 2.48% 255 0.02
≡ V - Visa Inc. Add 2.59% 24,950 0.07
≡ ROL - Rollins Inc. Add 2.65% 35,000 0.02
≡ GOOGL - Alphabet Inc. Add 3.19% 17,000 0.02
≡ CE - Celanese Corp. Add 3.98% 2,500 0.00
≡ META - Meta Platforms Inc. Add 4.33% 10,500 0.04
≡ CMCSA - Comcast Corp. Add 5.37% 54,025 0.03
≡ JPM - JPMorgan Chase & Co. Add 5.54% 12,000 0.02
≡ VRSK - Verisk Analytics Inc. Add 6.34% 6,500 0.02
≡ SCHW - Charles Schwab Corp. Add 6.82% 79,594 0.05
≡ AON - Aon Plc Add 7.51% 6,500 0.03
≡ TSN - Tyson Foods Add 8.96% 37,000 0.02
≡ LIN - Linde plc Add 9.06% 9,500 0.04
≡ SONY - Sony Group Corp. Add 9.39% 9,875 0.01
≡ FDX - FedEx Corp. Add 10.83% 13,000 0.04
≡ THG - Hanover Insurance Group Add 14.49% 20,000 0.03
≡ EMN - Eastman Chemical Add 20.02% 10,000 0.01
≡ KMX - CarMax Inc. Add 23.21% 13,000 0.01
≡ ODFL - Old Dominion Freight Line Add 33.66% 34,000 0.08
≡ DNB - Dun & Bradstreet Add 43.75% 35,000 0.01
≡ RNR - RenaissanceRe Holdings Ltd. Add 50.00% 12,000 0.03
≡ COF - Capital One Financial Add 67.39% 31,000 0.04
≡ TGT - Target Corp. Add 74.19% 23,000 0.03
≡ DG - Dollar General Add 82.36% 230,000 0.47
≡ IQV - IQVIA Holdings Inc. Add 117.11% 17,167 0.05
≡ LAMR - Lamar Advertising Co. Add 305.88% 26,000 0.03
≡ LPLA - LPL Financial Holdings Inc. Add 545.95% 107,389 0.28
≡ UBER - Uber Technologies Inc. Buy 7,000 0.00
≡ BUD - Anheuser-Busch InBev Buy 9,000 0.01
≡ CHH - Choice Hotels Int. Inc. Buy 5,000 0.01
Q1  2023
≡ V - Visa Inc. Add 0.11% 1,059 0.00
≡ AMZN - Amazon.com Inc. Add 0.58% 11,500 0.02
≡ ADI - Analog Devices Add 0.63% 7,000 0.02
≡ DIS - Walt Disney Co. Add 0.65% 13,000 0.02
≡ MMC - Marsh & McLennan Add 1.56% 10,000 0.02
≡ ROL - Rollins Inc. Add 1.81% 23,500 0.01
≡ MMM - 3M Co. Add 2.09% 6,000 0.01
≡ LOW - Lowe's Cos. Add 2.14% 13,000 0.03
≡ NVR - NVR Inc. Add 2.34% 235 0.02
≡ SCHW - Charles Schwab Corp. Add 2.76% 31,372 0.02
≡ HEI.A - HEICO Corp. CL A Add 4.51% 16,000 0.03
≡ ATVI - Activision Blizzard Inc. Add 4.83% 30,000 0.03
≡ SONY - Sony Group Corp. Add 5.49% 5,472 0.01
≡ CCK - Crown Holdings Add 5.62% 10,000 0.01