Thomas Gayner - Markel Asset Management
| History | Stock | Activity ▼ | Share change | % change to portfolio |
| Q4 2009 | ≡ | FCE.A - Forest City Enterprises Inc. | Reduce 0.07% | 600 | 0.00 | ≡ | GE - GE Aerospace | Reduce 0.07% | 337 | 0.00 | ≡ | FNF - Fidelity National Financial Inc. | Reduce 0.10% | 1,800 | 0.00 | ≡ | BRK.A - Berkshire Hathaway CL A | Reduce 0.11% | 1 | 0.01 | ≡ | UPS - United Parcel Service | Reduce 0.13% | 896 | 0.00 | ≡ | KMX - CarMax Inc. | Reduce 0.21% | 11,007 | 0.02 | ≡ | INTC - Intel Corp. | Reduce 0.24% | 600 | 0.00 | ≡ | HD - Home Depot | Reduce 1.42% | 13,997 | 0.03 | ≡ | SLG - SL Green Realty Corp. | Reduce 4.61% | 2,200 | 0.01 | ≡ | SPGI - S&P Global Inc. | Reduce 12.82% | 25,000 | 0.06 | ≡ | CMCSA - Comcast Corp. | Reduce 16.25% | 21,000 | 0.01 | ≡ | BRK.B - Berkshire Hathaway CL B | Reduce 73.98% | 1,162,084 | 20.75 | ≡ | BAC - Bank of America Corp. | Sell 100.00% | 709,489 | 0.89 |
| Q3 2009 | ≡ | BN - Brookfield Corp. | Reduce 0.03% | 2,250 | 0.00 | ≡ | FNF - Fidelity National Financial Inc. | Reduce 0.04% | 700 | 0.00 | ≡ | GE - GE Aerospace | Reduce 0.04% | 187 | 0.00 | ≡ | BRK.B - Berkshire Hathaway CL B | Reduce 0.05% | 750 | 0.00 | ≡ | DEO - Diageo ADR | Reduce 0.06% | 700 | 0.00 | ≡ | KMX - CarMax Inc. | Reduce 0.07% | 3,500 | 0.01 | ≡ | DIS - Walt Disney Co. | Reduce 0.07% | 1,000 | 0.00 | ≡ | UPS - United Parcel Service | Reduce 0.08% | 597 | 0.00 | ≡ | JNJ - Johnson & Johnson | Reduce 0.09% | 500 | 0.00 | ≡ | HD - Home Depot | Reduce 0.10% | 996 | 0.00 | ≡ | WPC - WP Carey | Reduce 0.12% | 1,000 | 0.00 | ≡ | GD - General Dynamics | Reduce 0.15% | 597 | 0.00 | ≡ | LOW - Lowe's Cos. | Reduce 0.33% | 1,000 | 0.00 | ≡ | CME - CME Group | Reduce 0.55% | 375 | 0.00 | ≡ | SPGI - S&P Global Inc. | Reduce 11.36% | 25,000 | 0.05 | ≡ | GS - Goldman Sachs Group | Sell 100.00% | 10,000 | 0.13 | ≡ | BIP - Brookfield Infrastructure Partners | Sell 100.00% | 91,241 | 0.07 | ≡ | YUM - Yum! Brands Inc. | Sell 100.00% | 24,200 | 0.07 | ≡ | PGR - Progressive Corp. | Sell 100.00% | 46,516 | 0.06 |
| Q2 2009 | ≡ | BRK.B - Berkshire Hathaway CL B | Reduce 0.03% | 500 | 0.00 | ≡ | DEO - Diageo ADR | Reduce 0.03% | 398 | 0.00 | ≡ | GE - GE Aerospace | Reduce 0.03% | 147 | 0.00 | ≡ | FNF - Fidelity National Financial Inc. | Reduce 0.05% | 800 | 0.00 | ≡ | BAC - Bank of America Corp. | Reduce 0.06% | 399 | 0.00 | ≡ | BN - Brookfield Corp. | Reduce 0.06% | 4,050 | 0.00 | ≡ | WPC - WP Carey | Reduce 0.06% | 500 | 0.00 | ≡ | KMX - CarMax Inc. | Reduce 0.07% | 4,000 | 0.01 | ≡ | XOM - Exxon Mobil Corp. | Reduce 0.08% | 300 | 0.00 | ≡ | IGT - International Game Technology | Reduce 0.09% | 998 | 0.00 | ≡ | HD - Home Depot | Reduce 0.10% | 996 | 0.00 | ≡ | AXP - American Express | Reduce 0.12% | 498 | 0.00 | ≡ | RLI - RLI Corp. | Reduce 0.20% | 2,500 | 0.01 | ≡ | CMCSA - Comcast Corp. | Reduce 2.27% | 3,000 | 0.00 | ≡ | COP - ConocoPhillips | Sell 100.00% | 10,000 | 0.04 | ≡ | CVA - Covanta Holding Corp. | Sell 100.00% | 24,019 | 0.03 | ≡ | CBRE - CBRE Group | Sell 100.00% | 50,000 | 0.02 | ≡ | CX - Cemex | Sell 100.00% | 31,200 | 0.02 | ≡ | NYX - NYSE Euronext | Sell 100.00% | 10,000 | 0.02 | ≡ | FR - First Industrial Realty Trust Inc. | Sell 100.00% | 51,700 | 0.01 |
| Q1 2009 | ≡ | BIP - Brookfield Infrastructure Partners | Reduce 0.01% | 14 | 0.00 | ≡ | BN - Brookfield Corp. | Reduce 0.02% | 1,125 | 0.00 | ≡ | DEO - Diageo ADR | Reduce 0.03% | 400 | 0.00 | ≡ | FNF - Fidelity National Financial Inc. | Reduce 0.03% | 500 | 0.00 | ≡ | MAR - Marriott Int'l. | Reduce 0.04% | 500 | 0.00 | ≡ | BRK.B - Berkshire Hathaway CL B | Reduce 0.07% | 1,050 | 0.01 | ≡ | FCE.A - Forest City Enterprises Inc. | Reduce 0.07% | 600 | 0.00 | ≡ | GE - GE Aerospace | Reduce 0.07% | 310 | 0.00 | ≡ | GD - General Dynamics | Reduce 0.08% | 298 | 0.00 | ≡ | ITW - Illinois Tool Works | Reduce 0.08% | 194 | 0.00 | ≡ | WMT - Walmart Inc. | Reduce 0.08% | 2,019 | 0.00 | ≡ | KMX - CarMax Inc. | Reduce 0.09% | 4,600 | 0.01 | ≡ | HD - Home Depot | Reduce 0.15% | 1,462 | 0.00 | ≡ | CME - CME Group | Reduce 0.36% | 250 | 0.00 | ≡ | GHC - Graham Holdings Co. | Reduce 0.46% | 25 | 0.00 | ≡ | XOM - Exxon Mobil Corp. | Reduce 0.47% | 1,800 | 0.01 | ≡ | CMCSA - Comcast Corp. | Reduce 1.12% | 1,500 | 0.00 | ≡ | PEYUF - Peyto Exploration & Development Corp. | Sell 100.00% | 25,000 | 0.02 | ≡ | FBR - Friedman Billings Ramsey Group | Sell 100.00% | 140,000 | 0.00 |
| Q4 2008 | ≡ | JNJ - Johnson & Johnson | Reduce 0.06% | 300 | 0.00 | ≡ | BRK.B - Berkshire Hathaway CL B | Reduce 0.10% | 1,600 | 0.01 | ≡ | GE - GE Aerospace | Reduce 0.11% | 520 | 0.01 | ≡ | DEO - Diageo ADR | Reduce 0.13% | 1,697 | 0.01 | ≡ | KMX - CarMax Inc. | Reduce 0.13% | 6,852 | 0.00 | ≡ | ADP - Automatic Data Processing Inc. | Reduce 0.16% | 500 | 0.00 | ≡ | MAR - Marriott Int'l. | Reduce 0.17% | 2,320 | 0.00 | ≡ | UPS - United Parcel Service | Reduce 0.21% | 1,496 | 0.01 | ≡ | BAC - Bank of America Corp. | Reduce 0.22% | 1,586 | 0.00 | ≡ | ITIC - Investors Title Co. | Reduce 0.22% | 500 | 0.00 | ≡ | GD - General Dynamics | Reduce 0.23% | 897 | 0.00 | ≡ | IGT - International Game Technology | Reduce 0.24% | 2,762 | 0.00 | ≡ | ELME - ELME Communities | Reduce 0.25% | 1,000 | 0.00 | ≡ | RLI - RLI Corp. | Reduce 0.33% | 4,148 | 0.01 | ≡ | SYY - Sysco Corp. | Reduce 0.33% | 2,596 | 0.01 | ≡ | WMT - Walmart Inc. | Reduce 0.35% | 8,700 | 0.01 | ≡ | CME - CME Group | Reduce 0.36% | 250 | 0.00 | ≡ | AXP - American Express | Reduce 0.50% | 1,999 | 0.00 | ≡ | HD - Home Depot | Reduce 2.95% | 29,996 | 0.06 | ≡ | WTM - White Mountains Insurance | Reduce 6.78% | 6,800 | 0.16 | ≡ | NYX - NYSE Euronext | Reduce 66.67% | 20,000 | 0.04 | ≡ | CMCSA - Comcast Corp. | Reduce 92.48% | 1,643,900 | 1.23 | ≡ | LFG-OLD2 - LandAmerica Financial Group | Sell 100.00% | 1,382,700 | 2.19 | ≡ | MMC - Marsh & McLennan | Sell 100.00% | 898,776 | 1.86 | ≡ | CINF - Cincinnati Financial | Sell 100.00% | 210,906 | 0.39 | ≡ | XL-OLD - XL Group Ltd. | Sell 100.00% | 249,230 | 0.29 | ≡ | CNS - Cohen & Steers Inc. | Sell 100.00% | 95,800 | 0.18 | ≡ | ALD - Allied Capital Corp. | Sell 100.00% | 134,299 | 0.09 | ≡ | NWS - News Corp. CL B | Sell 100.00% | 55,300 | 0.04 |