Thomas Gayner - Markel Asset Management

History Stock Activity Share change % change to portfolio
Q1  2012
VAC - Marriott Vacations Worldwide Reduce 4.87% 6,858 0.01
ELME - ELME Communities Reduce 21.83% 2,700 0.00
APD - Air Products & Chemicals Reduce 41.67% 2,000 0.01
MCF - Contango Oil & Gas Co. Reduce 49.59% 30,000 0.08
ITC - ITC Holdings Corp. Reduce 51.96% 270,000 0.32
FNF - Fidelity National Financial Inc. Reduce 59.23% 1,001,500 0.83
SPIR - Spire Global Inc. Reduce 97.68% 252,500 0.42
ABT - Abbott Labs Sell 100.00% 90,000 0.27
PG - Procter & Gamble Sell 100.00% 43,200 0.15
DST - DST Systems Inc. Sell 100.00% 56,000 0.07
Q4  2011
HD - Home Depot Reduce 0.04% 380 0.00
DEO - Diageo ADR Reduce 0.08% 1,041 0.00
PCL - Plum Creek Timber Co. Reduce 0.08% 300 0.00
BRK.A - Berkshire Hathaway CL A Reduce 0.10% 1 0.01
BRK.B - Berkshire Hathaway CL B Reduce 0.10% 1,550 0.01
NVO - Novo Nordisk A S Reduce 0.11% 2,500 0.00
KMX - CarMax Inc. Reduce 0.15% 7,734 0.01
ITW - Illinois Tool Works Reduce 0.16% 394 0.00
AXP - American Express Reduce 0.17% 669 0.00
EMR - Emerson Electric Reduce 0.17% 300 0.00
MAR - Marriott Int'l. Reduce 0.17% 2,370 0.00
GD - General Dynamics Reduce 0.18% 697 0.00
DIS - Walt Disney Co. Reduce 0.19% 3,000 0.01
BUD - Anheuser-Busch InBev Reduce 0.20% 800 0.00
CAT - Caterpillar Inc. Reduce 0.20% 500 0.00
UPS - United Parcel Service Reduce 0.23% 1,697 0.01
ACN - Accenture Reduce 0.33% 400 0.00
EOG - EOG Resources Reduce 0.36% 600 0.00
SYY - Sysco Corp. Reduce 0.45% 3,596 0.01
FNF - Fidelity National Financial Inc. Reduce 0.60% 10,150 0.01
SLB - Schlumberger Ltd. Reduce 0.86% 600 0.00
GE - General Electric Reduce 0.91% 2,802 0.02
SCHW - Charles Schwab Corp. Reduce 1.21% 11,600 0.01
APD - Air Products & Chemicals Reduce 2.04% 100 0.00
IGT - International Game Technology Reduce 2.26% 25,699 0.02
ELME - ELME Communities Reduce 5.90% 775 0.00
ABT - Abbott Labs Reduce 30.50% 39,500 0.12
PG - Procter & Gamble Reduce 31.86% 20,200 0.07
SPIR - Spire Global Inc. Reduce 53.78% 300,800 0.52
EPD - Enterprise Products Partners LP Reduce 97.15% 430,000 0.68
CPB - Campbell Soup Sell 100.00% 72,900 0.14
LEN - Lennar Corp. Sell 100.00% 57,000 0.05
OVV - Ovintiv Inc. Sell 100.00% 5,600 0.03
Q3  2011
KMX - CarMax Inc. Reduce 0.10% 5,163 0.01
BRK.B - Berkshire Hathaway CL B Reduce 0.12% 1,950 0.01
RLI - RLI Corp. Reduce 0.17% 2,140 0.00
IGT - International Game Technology Reduce 0.21% 2,445 0.00
BN - Brookfield Corp. Reduce 0.22% 15,177 0.01
DEO - Diageo ADR Reduce 0.26% 3,200 0.01
GD - General Dynamics Reduce 0.26% 996 0.00
MCD - McDonald's Corp. Reduce 0.36% 700 0.00
FNF - Fidelity National Financial Inc. Reduce 0.41% 7,000 0.01
GE - General Electric Reduce 0.41% 1,247 0.01
WPC - WP Carey Reduce 0.41% 4,000 0.01
SLB - Schlumberger Ltd. Reduce 0.43% 300 0.00
MAR - Marriott Int'l. Reduce 0.53% 7,549 0.01
SYY - Sysco Corp. Reduce 0.53% 4,296 0.01
ACN - Accenture Reduce 0.82% 1,000 0.00
ITW - Illinois Tool Works Reduce 0.99% 2,495 0.01
KO - Coca Cola Co. Reduce 1.54% 2,000 0.00
SPIR - Spire Global Inc. Reduce 4.28% 25,000 0.05
APD - Air Products & Chemicals Reduce 7.55% 400 0.00
EPD - Enterprise Products Partners LP Reduce 11.23% 56,000 0.07
ELME - ELME Communities Reduce 93.93% 203,367 0.31
WTM - White Mountains Insurance Sell 100.00% 75,530 1.68
CLX - Clorox Co. Sell 100.00% 16,000 0.06
KMB - Kimberly-Clark Sell 100.00% 16,200 0.06
Q2  2011
BN - Brookfield Corp. Reduce 0.00% 332 0.00
DEO - Diageo ADR Reduce 0.01% 98 0.00
HD - Home Depot Reduce 0.02% 197 0.00
JEF - Jefferies Financial Group Inc. Reduce 0.02% 134 0.00
MAR - Marriott Int'l. Reduce 0.02% 268 0.00
CAT - Caterpillar Inc. Reduce 0.03% 66 0.00
XOM - Exxon Mobil Corp. Reduce 0.06% 399 0.00
DIS - Walt Disney Co. Reduce 0.07% 1,000 0.00
NVO - Novo Nordisk A S Reduce 0.09% 2,000 0.00
WBA - Walgreens Boots Alliance Reduce 0.09% 200 0.00
MCD - McDonald's Corp. Reduce 0.10% 199 0.00
ITW - Illinois Tool Works Reduce 0.13% 329 0.00
SPIR - Spire Global Inc. Reduce 0.17% 1,000 0.00
EPD - Enterprise Products Partners LP Reduce 0.20% 1,000 0.00
RLI - RLI Corp. Reduce 0.24% 3,000 0.00
KMX - CarMax Inc. Reduce 0.28% 14,814 0.03
IGT - International Game Technology Reduce 0.28% 3,207 0.00
KO - Coca Cola Co. Reduce 0.31% 400 0.00
GE - General Electric Reduce 0.43% 1,341 0.01
PDCO - Patterson Cos. Inc. Reduce 1.73% 2,400 0.00
CPB - Campbell Soup Reduce 2.02% 1,500 0.00
AXP - American Express Reduce 2.22% 8,796 0.02
FNF - Fidelity National Financial Inc. Reduce 2.38% 41,729 0.03
WTM - White Mountains Insurance Reduce 7.36% 6,000 0.13
ELME - ELME Communities Reduce 46.87% 190,967 0.33
FCE.A - Forest City Enterprises Inc. Sell 100.00% 11,400 0.01
Q1  2011
DIS - Walt Disney Co. Reduce 0.07% 995 0.00
FNF - Fidelity National Financial Inc. Reduce 0.10% 1,694 0.00
SYY - Sysco Corp. Reduce 0.10% 796 0.00
DEO - Diageo ADR Reduce 0.16% 2,000 0.01
MCD - McDonald's Corp. Reduce 0.16% 299 0.00
WBA - Walgreens Boots Alliance Reduce 0.18% 400 0.00
GE - General Electric Reduce 0.27% 824 0.01