Thomas Gayner - Markel Asset Management

History Stock Activity Share change % change to portfolio
Q3  2013
FNF - Fidelity National Financial Inc. Sell 100.00% 9,800 0.01
QMM - Quaterra Resources Sell 100.00% 200,000 0.00
Q2  2013
WPC - WP Carey Reduce 0.02% 200 0.00
AXP - American Express Reduce 0.05% 199 0.00
WMT - Walmart Inc. Reduce 0.06% 2,088 0.00
GD - General Dynamics Reduce 0.10% 397 0.00
RLI - RLI Corp. Reduce 0.13% 1,600 0.00
DEO - Diageo ADR Reduce 0.16% 1,999 0.01
BRK.B - Berkshire Hathaway CL B Reduce 0.17% 2,700 0.01
WBA - Walgreens Boots Alliance Reduce 0.17% 3,660 0.01
BRK.A - Berkshire Hathaway CL A Reduce 0.18% 2 0.01
ANR - Alpha Natural Resources Inc. Reduce 0.21% 500 0.00
MCD - McDonald's Corp. Reduce 0.21% 399 0.00
KMX - CarMax Inc. Reduce 0.23% 11,700 0.02
HD - Home Depot Reduce 0.28% 2,697 0.01
INTC - Intel Corp. Reduce 0.28% 2,342 0.00
PDCO - Patterson Cos. Inc. Reduce 0.34% 500 0.00
DIS - Walt Disney Co. Reduce 0.40% 6,200 0.01
LOW - Lowe's Cos. Reduce 0.40% 2,300 0.00
SCHW - Charles Schwab Corp. Reduce 0.41% 4,197 0.00
MAR - Marriott Int'l. Reduce 0.45% 6,159 0.01
ITW - Illinois Tool Works Reduce 0.45% 1,095 0.00
COST - Costco Co. Reduce 0.49% 200 0.00
IGT - International Game Technology Reduce 0.52% 6,198 0.00
ORCL - Oracle Corp. Reduce 0.53% 3,500 0.00
NVO - Novo Nordisk A S Reduce 0.57% 13,000 0.01
BUD - Anheuser-Busch InBev Reduce 0.60% 2,398 0.01
EMR - Emerson Electric Reduce 0.88% 1,500 0.00
APD - Air Products & Chemicals Reduce 1.52% 400 0.00
JNJ - Johnson & Johnson Reduce 1.67% 9,900 0.03
MSFT - Microsoft Corp. Reduce 3.74% 29,990 0.04
JEF - Jefferies Financial Group Inc. Reduce 3.77% 28,100 0.03
PCL - Plum Creek Timber Co. Reduce 7.14% 25,000 0.04
UBSH - Union First Market Bankshares Corp. Reduce 12.64% 240,000 0.18
FNF - Fidelity National Financial Inc. Reduce 21.60% 2,700 0.00
SYY - Sysco Corp. Reduce 92.56% 290,896 0.37
EOG - EOG Resources Sell 100.00% 167,000 0.40
ART - Artio Global Investors Inc. Sell 100.00% 2,968,400 0.30
STT - State Street Corp. Sell 100.00% 40,400 0.09
BG - Bunge Global SA Sell 100.00% 9,000 0.02
Q1  2013
XOM - Exxon Mobil Corp. Reduce 0.03% 215 0.00
FII-OLD - Federated Investors Inc. Reduce 0.05% 1,000 0.00
WBA - Walgreens Boots Alliance Reduce 0.05% 1,000 0.00
MSFT - Microsoft Corp. Reduce 0.06% 500 0.00
ACN - Accenture Reduce 0.08% 100 0.00
INTC - Intel Corp. Reduce 0.12% 1,000 0.00
RLI - RLI Corp. Reduce 0.15% 1,808 0.00
BRK.A - Berkshire Hathaway CL A Reduce 0.18% 2 0.01
ITW - Illinois Tool Works Reduce 0.20% 500 0.00
WPC - WP Carey Reduce 0.21% 2,000 0.01
LOW - Lowe's Cos. Reduce 0.21% 1,200 0.00
ITIC - Investors Title Co. Reduce 0.22% 500 0.00
DEO - Diageo ADR Reduce 0.29% 3,519 0.02
CAT - Caterpillar Inc. Reduce 0.33% 800 0.00
DIS - Walt Disney Co. Reduce 0.34% 5,200 0.01
NVO - Novo Nordisk A S Reduce 0.40% 9,000 0.01
KMX - CarMax Inc. Reduce 0.42% 21,802 0.03
PCL - Plum Creek Timber Co. Reduce 0.45% 1,600 0.00
UPS - United Parcel Service Reduce 0.47% 3,496 0.01
EOG - EOG Resources Reduce 0.48% 800 0.00
BN - Brookfield Corp. Reduce 0.49% 33,863 0.02
BRK.B - Berkshire Hathaway CL B Reduce 0.51% 7,987 0.03
GE - GE Aerospace Reduce 0.56% 1,673 0.01
BUD - Anheuser-Busch InBev Reduce 0.61% 2,450 0.01
HD - Home Depot Reduce 0.65% 6,262 0.02
MAR - Marriott Int'l. Reduce 0.77% 10,639 0.02
PG - Procter & Gamble Reduce 0.87% 300 0.00
AXP - American Express Reduce 1.01% 3,763 0.01
APD - Air Products & Chemicals Reduce 3.30% 900 0.00
FNF - Fidelity National Financial Inc. Reduce 10.71% 1,500 0.00
UBSH - Union First Market Bankshares Corp. Reduce 27.67% 726,142 0.53
SYY - Sysco Corp. Reduce 45.00% 257,130 0.34
ART - Artio Global Investors Inc. Reduce 47.87% 2,725,600 0.28
LII - Lennox International Sell 100.00% 253,500 0.55
DELL-OLD - Dell Inc. Sell 100.00% 250,000 0.11
CLMS - Calamos Asset Management Inc. Sell 100.00% 230,000 0.10
NICK - Nicholas Financial Inc. Sell 100.00% 183,500 0.09
XRAY - DENTSPLY SIRONA Inc. Sell 100.00% 35,400 0.06
MKC - McCormick & Co. Sell 100.00% 34,000 0.04
BBSI - Barrett Business Services Sell 100.00% 20,500 0.03
RFP-OLD - Resolute Forest Products Sell 100.00% 15,375 0.01
Q4  2012
INTC - Intel Corp. Reduce 0.04% 300 0.00
BN - Brookfield Corp. Reduce 0.07% 4,941 0.00
PDCO - Patterson Cos. Inc. Reduce 0.07% 100 0.00
CAT - Caterpillar Inc. Reduce 0.08% 200 0.00
MCD - McDonald's Corp. Reduce 0.10% 199 0.00
BRK.B - Berkshire Hathaway CL B Reduce 0.12% 1,900 0.01
EMR - Emerson Electric Reduce 0.12% 200 0.00
MMM - 3M Co. Reduce 0.17% 350 0.00
DEO - Diageo ADR Reduce 0.18% 2,178 0.01
KMX - CarMax Inc. Reduce 0.21% 10,762 0.02
DIS - Walt Disney Co. Reduce 0.24% 3,667 0.01
BUD - Anheuser-Busch InBev Reduce 0.27% 1,100 0.00
HD - Home Depot Reduce 0.29% 2,798 0.01
WMT - Walmart Inc. Reduce 0.33% 11,094 0.01
NVO - Novo Nordisk A S Reduce 0.35% 8,000 0.01
MAR - Marriott Int'l. Reduce 0.36% 4,925 0.01
GE - GE Aerospace Reduce 0.41% 1,235 0.01
XOM - Exxon Mobil Corp. Reduce 0.43% 3,549 0.01
UPS - United Parcel Service Reduce 0.48% 3,597 0.01