Thomas Gayner - Markel Asset Management

History Stock Activity Share change % change to portfolio
Q4  2012
IGT - International Game Technology Reduce 0.48% 5,596 0.00
SCHW - Charles Schwab Corp. Reduce 0.51% 5,196 0.00
ADP - Automatic Data Processing Inc. Reduce 0.52% 2,700 0.01
AXP - American Express Reduce 0.53% 1,999 0.00
ITW - Illinois Tool Works Reduce 0.80% 1,990 0.01
ACN - Accenture Reduce 0.84% 1,000 0.00
IBM - International Business Machines Reduce 0.99% 200 0.00
KO - Coca Cola Co. Reduce 1.27% 1,600 0.00
APD - Air Products & Chemicals Reduce 1.44% 400 0.00
FNF - Fidelity National Financial Inc. Reduce 14.11% 2,300 0.00
SYY - Sysco Corp. Reduce 24.64% 186,796 0.25
UBSH - Union First Market Bankshares Corp. Reduce 25.12% 880,439 0.58
VOD - Vodafone Group PLC Sell 100.00% 20,000 0.02
Q3  2012
JEF - Jefferies Financial Group Inc. Reduce 0.03% 233 0.00
ADP - Automatic Data Processing Inc. Reduce 0.04% 200 0.00
AXP - American Express Reduce 0.08% 299 0.00
HD - Home Depot Reduce 0.09% 897 0.00
MMM - 3M Co. Reduce 0.10% 200 0.00
KMX - CarMax Inc. Reduce 0.11% 5,785 0.01
DEO - Diageo ADR Reduce 0.13% 1,666 0.01
MAR - Marriott Int'l. Reduce 0.16% 2,253 0.00
WPC - WP Carey Reduce 0.17% 1,600 0.00
DIS - Walt Disney Co. Reduce 0.18% 2,800 0.01
CAT - Caterpillar Inc. Reduce 0.18% 434 0.00
INTC - Intel Corp. Reduce 0.18% 1,500 0.00
EMR - Emerson Electric Reduce 0.23% 400 0.00
BN - Brookfield Corp. Reduce 0.24% 17,036 0.01
XOM - Exxon Mobil Corp. Reduce 0.24% 1,999 0.01
BUD - Anheuser-Busch InBev Reduce 0.25% 1,000 0.00
WMT - Walmart Inc. Reduce 0.26% 8,691 0.01
PDCO - Patterson Cos. Inc. Reduce 0.27% 400 0.00
GE - GE Aerospace Reduce 0.28% 849 0.01
BRK.B - Berkshire Hathaway CL B Reduce 0.30% 4,625 0.02
KO - Coca Cola Co. Reduce 0.32% 400 0.00
NVO - Novo Nordisk A S Reduce 0.35% 8,000 0.01
MCD - McDonald's Corp. Reduce 0.42% 799 0.00
ITW - Illinois Tool Works Reduce 0.47% 1,162 0.00
ELME - ELME Communities Reduce 1.77% 166 0.00
SYY - Sysco Corp. Reduce 3.89% 30,695 0.04
FNF - Fidelity National Financial Inc. Reduce 88.30% 123,000 0.08
WU - Western Union Co. Sell 100.00% 390,000 0.30
MO - Altria Group Inc. Sell 100.00% 117,400 0.19
VAC - Marriott Vacations Worldwide Sell 100.00% 133,115 0.19
WSO - Watsco Inc. Sell 100.00% 40,000 0.13
LEN.B - Lennar Corp. CL B Sell 100.00% 101,700 0.11
MCF - Contango Oil & Gas Co. Sell 100.00% 40,500 0.11
EXP - Eagle Materials Inc. Sell 100.00% 58,500 0.10
DWA - DreamWorks Animation SKG Inc. Sell 100.00% 98,000 0.09
MOS - Mosaic Co. Sell 100.00% 33,000 0.08
LPX - Louisiana-Pacific Corp. Sell 100.00% 117,000 0.06
BRP - BRP Group Inc. Sell 100.00% 98,500 0.05
YUM - Yum! Brands Inc. Sell 100.00% 3,200 0.01
Q2  2012
BUD - Anheuser-Busch InBev Reduce 0.02% 100 0.00
WPC - WP Carey Reduce 0.02% 200 0.00
JNJ - Johnson & Johnson Reduce 0.05% 300 0.00
GD - General Dynamics Reduce 0.07% 297 0.00
IGT - International Game Technology Reduce 0.09% 1,032 0.00
ADP - Automatic Data Processing Inc. Reduce 0.12% 600 0.00
MMM - 3M Co. Reduce 0.25% 500 0.00
PCL - Plum Creek Timber Co. Reduce 0.28% 1,000 0.00
HD - Home Depot Reduce 0.49% 4,682 0.01
VAC - Marriott Vacations Worldwide Reduce 0.57% 762 0.00
EMR - Emerson Electric Reduce 0.58% 1,000 0.00
AXP - American Express Reduce 0.90% 3,399 0.01
IBM - International Business Machines Reduce 0.98% 200 0.00
BK - Bank of New York Mellon Corp. Reduce 2.41% 5,660 0.01
ELME - ELME Communities Reduce 3.10% 300 0.00
FNF - Fidelity National Financial Inc. Reduce 79.79% 550,000 0.47
ITC - ITC Holdings Corp. Sell 100.00% 249,600 0.30
POOL - Pool Corp. Sell 100.00% 95,000 0.16
SPIR - Spire Global Inc. Sell 100.00% 6,000 0.01
Q1  2012
HD - Home Depot Reduce 0.11% 1,097 0.00
EOG - EOG Resources Reduce 0.12% 200 0.00
WPC - WP Carey Reduce 0.36% 3,500 0.01
BK - Bank of New York Mellon Corp. Reduce 0.40% 943 0.00
ITW - Illinois Tool Works Reduce 0.40% 994 0.00
PCL - Plum Creek Timber Co. Reduce 0.42% 1,500 0.00
BUD - Anheuser-Busch InBev Reduce 0.54% 2,200 0.01
JNJ - Johnson & Johnson Reduce 0.67% 3,800 0.01
BN - Brookfield Corp. Reduce 0.71% 49,289 0.03
BRK.B - Berkshire Hathaway CL B Reduce 0.77% 12,090 0.05
EMR - Emerson Electric Reduce 0.80% 1,400 0.00
LOW - Lowe's Cos. Reduce 0.90% 5,000 0.01
GE - GE Aerospace Reduce 0.92% 2,787 0.02
KMX - CarMax Inc. Reduce 0.94% 48,947 0.08
NVO - Novo Nordisk A S Reduce 0.96% 22,000 0.01
DEO - Diageo ADR Reduce 1.03% 12,860 0.06
SYY - Sysco Corp. Reduce 1.04% 8,296 0.01
CAT - Caterpillar Inc. Reduce 1.26% 3,100 0.02
UPS - United Parcel Service Reduce 1.28% 9,496 0.04
RLI - RLI Corp. Reduce 1.28% 15,768 0.03
KO - Coca Cola Co. Reduce 1.56% 2,000 0.00
GHC - Graham Holdings Co. Reduce 1.85% 100 0.00
MO - Altria Group Inc. Reduce 1.87% 2,200 0.00
PM - Philip Morris Intl. Reduce 1.89% 2,200 0.01
MAR - Marriott Int'l. Reduce 2.03% 28,617 0.05
AXP - American Express Reduce 2.58% 10,000 0.03
MCD - McDonald's Corp. Reduce 2.66% 5,099 0.02
ACN - Accenture Reduce 3.33% 4,000 0.01
ITIC - Investors Title Co. Reduce 3.93% 9,000 0.02