Thomas Gayner - Markel Asset Management

History Stock Activity Share change % change to portfolio
Q1  2017
ORCL - Oracle Corp. Sell 100.00% 638,000 0.59
LLTC - Linear Technology Corp. Sell 100.00% 206,000 0.31
CSX - CSX Corp. Sell 100.00% 140,000 0.12
MJN - Mead Johnson Nutrition Co. Sell 100.00% 32,300 0.06
Q4  2016
HOG - Harley-Davidson Sell 100.00% 305,000 0.41
EMR - Emerson Electric Sell 100.00% 158,000 0.22
CMI - Cummins Inc. Sell 100.00% 37,500 0.12
Q3  2016
LILA - Liberty LiLAC Group A Reduce 0.03% 4 0.00
CPRT - Copart Inc. Sell 100.00% 1,930,000 1.25
NOV - National Oilwell Varco Inc. Sell 100.00% 610,000 0.54
COF - Capital One Financial Sell 100.00% 126,000 0.21
CRR - Carbo Ceramics Sell 100.00% 215,000 0.07
BCR - Bard (C.R.) Inc. Sell 100.00% 9,000 0.06
Q2  2016
SYNL - Synalloy Corp. Reduce 39.93% 275,677 0.05
FWONA - Liberty Media Corp Formula One Series A Reduce 71.48% 304,500 0.15
FWONK - Liberty Media Corp Formula One Series C Reduce 74.62% 389,500 0.21
FII - Federated Investors Inc. Sell 100.00% 739,000 0.57
MAT - Mattel Inc. Sell 100.00% 636,000 0.57
PG - Procter & Gamble Sell 100.00% 127,000 0.28
HAL - Halliburton Co. Sell 100.00% 244,000 0.23
AAN - Aaron's Inc. Sell 100.00% 326,000 0.22
WAIR - Wesco Aircraft Holdings Sell 100.00% 287,000 0.11
RCII - Rent-A-Center Sell 100.00% 238,000 0.10
ROST - Ross Stores Sell 100.00% 46,000 0.07
DNOW - NOW Inc. Sell 100.00% 118,500 0.06
AMT - American Tower Corp. Sell 100.00% 20,000 0.05
CFI - Culp Inc. Sell 100.00% 30,227 0.02
GWR - Genesee & Wyoming Inc. Sell 100.00% 11,000 0.02
Q1  2016
FII - Federated Investors Inc. Reduce 3.27% 25,000 0.02
SYNL - Synalloy Corp. Reduce 12.08% 94,862 0.02
UPS - United Parcel Service Sell 100.00% 793,500 2.07
FDX - FedEx Corp. Sell 100.00% 32,000 0.13
COH - Coach Inc. Sell 100.00% 54,000 0.05
DCI - Donaldson Co. Sell 100.00% 48,000 0.04
STT - State Street Corp. Sell 100.00% 4,500 0.01
LILA - Liberty LiLAC Group A Sell 100.00% 5,100 0.01
PJT - PJT Partners Inc. Sell 100.00% 12,175 0.01
RUSHA - Rush Enterprises Inc. Sell 100.00% 15,000 0.01
STRZA - Starz Sell 100.00% 12,000 0.01
Q4  2015
FII - Federated Investors Inc. Reduce 61.97% 1,245,000 0.96