Thomas Gayner - Markel Asset Management

History Stock Activity ▲ Share change % change to portfolio
Q1  2023
≡ WSO - Watsco Inc. Add 5.70% 28,500 0.12
≡ META - Meta Platforms Inc. Add 6.26% 14,264 0.04
≡ LIN - Linde plc Add 6.61% 6,500 0.03
≡ TSN - Tyson Foods Add 6.72% 26,000 0.02
≡ VRSK - Verisk Analytics Inc. Add 6.77% 6,500 0.02
≡ CMCSA - Comcast Corp. Add 8.08% 75,144 0.04
≡ AON - Aon Plc Add 8.12% 6,500 0.03
≡ VNT - Vontier Corp. Add 12.01% 11,882 0.00
≡ FDX - FedEx Corp. Add 12.15% 13,000 0.04
≡ WTW - Willis Towers Watson plc Add 13.29% 1,012 0.00
≡ CBRL - Cracker Barrel Old Cntry Store Add 13.40% 13,000 0.02
≡ THG - Hanover Insurance Group Add 14.05% 17,000 0.03
≡ SMG - Scotts Miracle-Gro Co. Add 15.86% 20,500 0.02
≡ PYPL - PayPal Holdings Inc. Add 22.92% 11,164 0.01
≡ DNB - Dun & Bradstreet Add 23.08% 15,000 0.00
≡ EA - Electronic Arts Add 32.89% 20,000 0.03
≡ ODFL - Old Dominion Freight Line Add 34.67% 26,000 0.06
≡ CE - Celanese Corp. Add 37.12% 17,000 0.02
≡ GOOGL - Alphabet Inc. Add 42.90% 160,000 0.21
≡ DG - Dollar General Add 50.74% 94,000 0.25
≡ EMN - Eastman Chemical Add 53.93% 17,500 0.02
≡ KMX - CarMax Inc. Add 60.00% 21,000 0.02
≡ RNR - RenaissanceRe Holdings Ltd. Add 71.43% 10,000 0.02
≡ ICE - Intercontinental Exchange Inc. Add 87.25% 15,412 0.02
≡ TGT - Target Corp. Add 313.33% 23,500 0.05
≡ COF - Capital One Financial Add 513.33% 38,500 0.05
≡ LPLA - LPL Financial Holdings Inc. Add 633.68% 16,989 0.04
≡ SKWD - Skyward Specialty Insurance Buy 60,064 0.02
≡ IQV - IQVIA Holdings Inc. Buy 14,659 0.04
Q4  2022
≡ ESAB - ESAB Corp. Add 0.00% 1 0.00
≡ OI - O-I Glass Inc. Add 0.04% 200 0.00
≡ V - Visa Inc. Add 0.05% 482 0.00
≡ MCO - Moody's Corp. Add 0.19% 400 0.00
≡ SPGI - S&P Global Inc. Add 0.27% 400 0.00
≡ MSCI - MSCI Inc. Add 0.28% 400 0.00
≡ SRCL - Stericycle Inc. Add 0.35% 2,371 0.00
≡ GS - Goldman Sachs Group Add 0.56% 2,000 0.01
≡ TSN - Tyson Foods Add 0.65% 2,500 0.00
≡ DIS - Walt Disney Co. Add 0.70% 14,000 0.02
≡ AMZN - Amazon.com Inc. Add 0.73% 14,500 0.02
≡ NKE - NIKE Inc. Add 0.79% 2,900 0.00
≡ BK - Bank of New York Mellon Corp. Add 1.11% 4,000 0.00
≡ CG - Carlyle Group Add 1.53% 20,000 0.01
≡ LOW - Lowe's Cos. Add 1.59% 9,500 0.03
≡ SCHW - Charles Schwab Corp. Add 1.70% 19,000 0.02
≡ ADI - Analog Devices Add 1.74% 19,000 0.04
≡ ROL - Rollins Inc. Add 1.76% 22,500 0.01
≡ MMC - Marsh & McLennan Add 1.91% 12,000 0.03
≡ WFC - Wells Fargo Add 2.00% 4,000 0.00
≡ TRU - TransUnion Add 2.02% 2,000 0.00
≡ NVR - NVR Inc. Add 2.45% 240 0.01
≡ HEI.A - HEICO Corp. CL A Add 3.35% 11,500 0.02
≡ LIN - Linde plc Add 4.24% 4,000 0.02
≡ GOOGL - Alphabet Inc. Add 4.63% 16,500 0.02
≡ TMO - Thermo Fisher Scientific Add 5.13% 400 0.00
≡ SEIC - SEI Investments Add 5.36% 30,000 0.02
≡ VRSK - Verisk Analytics Inc. Add 6.67% 6,000 0.01
≡ MMM - 3M Co. Add 6.67% 18,000 0.03
≡ AON - Aon Plc Add 8.10% 6,000 0.02
≡ WSO - Watsco Inc. Add 8.22% 38,000 0.13
≡ BALL - Ball Corp. Add 8.51% 4,000 0.00
≡ DG - Dollar General Add 8.81% 15,000 0.05
≡ ICE - Intercontinental Exchange Inc. Add 9.24% 1,494 0.00
≡ SHOP - Shopify Inc. Add 10.78% 10,000 0.00
≡ CBRL - Cracker Barrel Old Cntry Store Add 12.14% 10,500 0.01
≡ CMCSA - Comcast Corp. Add 12.55% 103,763 0.05
≡ VNT - Vontier Corp. Add 14.41% 12,462 0.00
≡ META - Meta Platforms Inc. Add 15.29% 30,236 0.05
≡ WTW - Willis Towers Watson plc Add 17.03% 1,108 0.00
≡ THG - Hanover Insurance Group Add 18.63% 19,000 0.03
≡ DCT-OLD - Duck Creek Technologies Add 18.82% 4,000 0.00
≡ FDX - FedEx Corp. Add 22.29% 19,500 0.05
≡ MRVL - Marvell Technology Inc. Add 23.08% 30,000 0.02
≡ EFX - Equifax Inc. Add 23.99% 17,000 0.04
≡ SONY - Sony Group Corp. Add 25.19% 20,053 0.02
≡ IT - Gartner Inc. Add 26.67% 1,200 0.01
≡ ATVI - Activision Blizzard Inc. Add 36.82% 167,000 0.17
≡ PYPL - PayPal Holdings Inc. Add 40.80% 14,116 0.01
≡ CCK - Crown Holdings Add 47.11% 57,000 0.06
≡ EMN - Eastman Chemical Add 85.96% 15,000 0.02
≡ ODFL - Old Dominion Freight Line Add 92.31% 36,000 0.07
≡ SMG - Scotts Miracle-Gro Co. Add 124.76% 71,735 0.04
≡ CABO - Cable ONE Inc. Add 128.21% 15,000 0.14
≡ CE - Celanese Corp. Add 172.62% 29,000 0.04
≡ LMT - Lockheed Martin Corp. Add 418.85% 45,500 0.30
≡ RNR - RenaissanceRe Holdings Ltd. Add 600.00% 12,000 0.03
≡ COF - Capital One Financial Buy 7,500 0.01
≡ DNB - Dun & Bradstreet Buy 65,000 0.01
≡ LPLA - LPL Financial Holdings Inc. Buy 2,681 0.01
≡ TGT - Target Corp. Buy 7,500 0.01
≡ KMX - CarMax Inc. Buy 35,000 0.03
≡ BAM - Brookfield Asset Management Buy 2,193,958 0.84
Q3  2022
≡ AMZN - Amazon.com Inc. Add 0.10% 2,000 0.00
≡ OI - O-I Glass Inc. Add 0.13% 600 0.00
≡ KKR - KKR & Co. L.P. Add 0.16% 2,215 0.00
≡ MCO - Moody's Corp. Add 0.23% 500 0.00
≡ SPGI - S&P Global Inc. Add 0.33% 500 0.00
≡ MSCI - MSCI Inc. Add 0.35% 500 0.00
≡ MMC - Marsh & McLennan Add 0.62% 3,900 0.01
≡ ADI - Analog Devices Add 0.65% 7,000 0.01