Thomas Gayner - Markel Asset Management

History Stock Activity Share change % change to portfolio ▼
Q1  2021
≡ AMT - American Tower Corp. Add 1.13% 580 0.00
≡ CMCSA - Comcast Corp. Add 0.72% 3,740 0.00
≡ OTIS - Otis Worldwide Corp. Add 0.71% 800 0.00
≡ SPGI - S&P Global Inc. Add 0.67% 980 0.00
≡ TSN - Tyson Foods Add 0.67% 2,500 0.00
≡ SHW - Sherwin-Williams Add 0.64% 600 0.00
≡ BK - Bank of New York Mellon Corp. Add 0.28% 1,000 0.00
≡ SEIC - SEI Investments Add 0.23% 1,000 0.00
≡ MSFT - Microsoft Corp. Add 0.12% 580 0.00
≡ NVR - NVR Inc. Add 0.11% 10 0.00
≡ V - Visa Inc. Add 0.10% 940 0.00
≡ UNP - Union Pacific Add 0.09% 80 0.00
≡ MCO - Moody's Corp. Add 0.07% 140 0.00
≡ GS - Goldman Sachs Group Add 0.05% 160 0.00
≡ AXP - American Express Add 0.04% 200 0.00
≡ BN - Brookfield Corp. Add 0.03% 2,380 0.00
≡ LOW - Lowe's Cos. Add 0.03% 180 0.00
≡ DIS - Walt Disney Co. Add 0.02% 360 0.00
≡ MA - Mastercard Inc. Add 0.02% 40 0.00
≡ DEO - Diageo ADR Add 0.01% 100 0.00
≡ CE - Celanese Corp. Buy 2,400 0.00
≡ ICE - Intercontinental Exchange Inc. Buy 2,320 0.00
Q4  2020
≡ IFF - International Flavors & Fragrances Inc. Add 36.45% 39,000 0.06
≡ HCSG - Healthcare Services Group Add 12.03% 84,000 0.04
≡ SEIC - SEI Investments Add 11.22% 43,000 0.04
≡ OI - O-I Glass Inc. Add 6.76% 30,000 0.01
≡ WSO - Watsco Inc. Add 0.50% 2,000 0.01
≡ IAC - IAC Inc. Buy 1,954 0.01
≡ BK - Bank of New York Mellon Corp. Add 1.93% 6,750 0.00
≡ TSN - Tyson Foods Add 1.36% 5,000 0.00
≡ OTIS - Otis Worldwide Corp. Add 0.95% 1,060 0.00
≡ EA - Electronic Arts Add 0.72% 900 0.00
≡ PEP - PepsiCo Inc. Add 0.64% 610 0.00
≡ KKR - KKR & Co. L.P. Add 0.51% 7,000 0.00
≡ ATVI - Activision Blizzard Inc. Add 0.46% 1,300 0.00
≡ UNP - Union Pacific Add 0.38% 328 0.00
≡ PGR - Progressive Corp. Add 0.30% 2,000 0.00
≡ NVR - NVR Inc. Add 0.27% 26 0.00
≡ META - Meta Platforms Inc. Add 0.22% 320 0.00
≡ SHW - Sherwin-Williams Add 0.21% 192 0.00
≡ GS - Goldman Sachs Group Add 0.20% 700 0.00
≡ SPGI - S&P Global Inc. Add 0.18% 260 0.00
≡ WHR - Whirlpool Corp. Add 0.11% 310 0.00
≡ BN - Brookfield Corp. Add 0.07% 5,900 0.00
≡ DIS - Walt Disney Co. Add 0.06% 1,205 0.00
≡ FDS - FactSet Research Systems Add 0.03% 40 0.00
≡ BRK.B - Berkshire Hathaway CL B Add 0.02% 284 0.00
≡ DEO - Diageo ADR Add 0.02% 308 0.00
≡ MSFT - Microsoft Corp. Add 0.02% 100 0.00
≡ MA - Mastercard Inc. Add 0.01% 30 0.00
≡ MCO - Moody's Corp. Add 0.01% 20 0.00
≡ V - Visa Inc. Add 0.01% 90 0.00
≡ ALL - Allstate Corp. Buy 2,000 0.00
Q3  2020
≡ MTCH - Match Group Inc. Buy 3,561 0.01
Q2  2020
≡ OTIS - Otis Worldwide Corp. Buy 112,000 0.12
≡ CARR - Carrier Global Corp. Buy 224,000 0.09
≡ NVR - NVR Inc. Add 7.23% 640 0.04
≡ PYPL - PayPal Holdings Inc. Buy 1,830 0.01
Q1  2020
≡ BK - Bank of New York Mellon Corp. Add 37.80% 96,000 0.06
≡ HCSG - Healthcare Services Group Add 21.80% 125,000 0.06
≡ MHK - Mohawk Industries Add 13.03% 34,000 0.05
≡ PGR - Progressive Corp. Add 5.39% 34,500 0.05
≡ ADI - Analog Devices Add 3.51% 30,000 0.05
≡ BRK.A - Berkshire Hathaway CL A Add 0.81% 9 0.05
≡ LUV - Southwest Airlines Add 11.11% 54,500 0.04
≡ GOOG - Alphabet Inc. CL C Add 1.43% 38,700 0.04
≡ WSO - Watsco Inc. Add 2.45% 9,500 0.03
≡ ILMN - Illumina Inc. Add 300.00% 3,000 0.02
≡ DAL - Delta Air Lines Inc. Add 10.43% 43,500 0.02
≡ NVR - NVR Inc. Add 5.98% 500 0.02
≡ SRCL - Stericycle Inc. Add 4.52% 25,700 0.02
≡ ITW - Illinois Tool Works Add 2.66% 8,500 0.02
≡ TXN - Texas Instruments Add 1.33% 9,500 0.02
≡ AMZN - Amazon.com Inc. Add 0.52% 10,200 0.02
≡ BRK.B - Berkshire Hathaway CL B Add 0.35% 5,330 0.02
≡ GWRE - Guidewire Software Inc. Buy 13,000 0.02
≡ BKNG - Booking Holdings Inc. Add 105.00% 210 0.01
≡ OI - O-I Glass Inc. Add 26.86% 94,000 0.01
≡ TRUP - Trupanion Inc. Add 21.18% 23,300 0.01
≡ WFC - Wells Fargo Add 11.69% 20,450 0.01
≡ BALL - Ball Corp. Add 9.52% 4,000 0.01
≡ TRU - TransUnion Add 8.62% 7,500 0.01
≡ AMT - American Tower Corp. Add 6.12% 2,950 0.01
≡ EFX - Equifax Inc. Add 6.05% 6,500 0.01
≡ CHH - Choice Hotels Int. Inc. Add 4.93% 10,000 0.01
≡ TSN - Tyson Foods Add 3.80% 13,500 0.01
≡ WHR - Whirlpool Corp. Add 3.20% 8,400 0.01
≡ MCHP - Microchip Technology Add 2.52% 8,000 0.01
≡ MMM - 3M Co. Add 2.49% 5,700 0.01
≡ EA - Electronic Arts Add 2.29% 2,800 0.01
≡ SBUX - Starbucks Corp. Add 1.57% 8,150 0.01
≡ ROK - Rockwell Automation Inc. Add 1.43% 2,000 0.01
≡ LOW - Lowe's Cos. Add 1.29% 7,500 0.01
≡ META - Meta Platforms Inc. Add 1.26% 1,810 0.01
≡ CAT - Caterpillar Inc. Add 1.23% 3,500 0.01
≡ ROL - Rollins Inc. Add 1.16% 14,250 0.01
≡ SCHW - Charles Schwab Corp. Add 1.16% 12,600 0.01
≡ ADM - Archer-Daniels-Midland Add 1.03% 15,000 0.01
≡ KKR - KKR & Co. L.P. Add 1.00% 13,700 0.01
≡ ECL - Ecolab Inc. Add 0.98% 3,000 0.01