Thomas Gayner - Markel Asset Management

History Stock Activity ▲ Share change % change to portfolio
Q2  2016
≡ MAT - Mattel Inc. Sell 100.00% 636,000 0.57
Q1  2016
≡ ACNT - Ascent Industries Co. Reduce 12.08% 94,862 0.02
≡ FII-OLD - Federated Investors Inc. Reduce 3.27% 25,000 0.02
≡ 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% 33,750 0.01
≡ STRZA - Starz Sell 100.00% 12,000 0.01
≡ STT - State Street Corp. Sell 100.00% 4,500 0.01
≡ DCI - Donaldson Co. Sell 100.00% 48,000 0.04
≡ TPR - Tapestry Inc. Sell 100.00% 54,000 0.05
≡ FDX - FedEx Corp. Sell 100.00% 32,000 0.13
≡ UPS - United Parcel Service Sell 100.00% 793,500 2.07
Q4  2015
≡ FII-OLD - Federated Investors Inc. Reduce 61.97% 1,245,000 0.96
≡ DAR - Darling Ingredients Inc. Sell 100.00% 65,000 0.02
≡ LVS - Las Vegas Sands Corp. Sell 100.00% 48,000 0.05
≡ GOOG - Alphabet Inc. CL C Sell 100.00% 250,620 0.20
≡ WBD - Warner Bros. Discovery Inc. Sell 100.00% 533,000 0.33
≡ MCD - McDonald's Corp. Sell 100.00% 181,000 0.47
≡ INTC - Intel Corp. Sell 100.00% 991,000 0.79
≡ BUD - Anheuser-Busch InBev Sell 100.00% 425,000 1.19
≡ WMT - Walmart Inc. Sell 100.00% 3,294,000 1.88
≡ GE - GE Aerospace Sell 100.00% 370,375 1.97
Q3  2015
≡ FII-OLD - Federated Investors Inc. Reduce 5.86% 125,000 0.10
≡ CB - Chubb Limited Sell 100.00% 314,000 0.75
Q2  2015
≡ FWONK - Liberty Media Corp Formula One Series C Reduce 25.01% 172,113 0.15
≡ LGIH - LGI Homes Inc. Sell 100.00% 17,000 0.01
≡ CSCO - Cisco Systems Sell 100.00% 23,000 0.02
≡ MSFT - Microsoft Corp. Sell 100.00% 318,000 0.33
Q1  2015
≡ MSFT - Microsoft Corp. Reduce 61.12% 500,000 0.52
≡ KMX - CarMax Inc. Reduce 1.01% 50,000 0.09
≡ NICK - Nicholas Financial Inc. Sell 100.00% 45,000 0.02
≡ BRO - Brown & Brown Inc. Sell 100.00% 331,256 0.14
≡ EXPD - Expeditors Int'l Sell 100.00% 137,000 0.16
≡ FRFHF - Fairfax Financial Holdings Ltd. Sell 100.00% 279,459 3.86
Q4  2014
≡ BRK.A - Berkshire Hathaway CL A Reduce 74.49% 803 4.79
≡ BRO - Brown & Brown Inc. Reduce 54.70% 400,000 0.17
≡ LH - Laboratory Corp. of America Hldgs Sell 100.00% 15,000 0.04
≡ TGT - Target Corp. Sell 100.00% 33,000 0.06
≡ SIAL - Sigma-Aldrich Sell 100.00% 18,000 0.07
≡ IGT - International Game Technology Sell 100.00% 215,000 0.10
≡ KO - Coca Cola Co. Sell 100.00% 130,000 0.16
≡ TEVA - Teva Pharmaceutical Industries Ltd. Sell 100.00% 444,000 0.67
Q3  2014
≡ IGT - International Game Technology Reduce 76.50% 700,000 0.33
≡ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 36.02% 250,000 0.38
≡ UTI - Universal Technical Institute Sell 100.00% 33,800 0.01
≡ HCCI-OLD - Heritage-Crystal Clean Inc. Sell 100.00% 46,003 0.03
≡ NTRS - Northern Trust Corp. Sell 100.00% 140,000 0.26
Q2  2014
≡ HCCI-OLD - Heritage-Crystal Clean Inc. Reduce 70.14% 108,038 0.07
≡ UTI - Universal Technical Institute Reduce 31.02% 15,200 0.00
≡ CLMT - Calumet Specialty Products Sell 100.00% 20,000 0.02
≡ FNF - Fidelity National Financial Inc. Sell 100.00% 76,000 0.07
≡ APD - Air Products & Chemicals Sell 100.00% 24,000 0.09
≡ POT - Potash Corp. of Saskatchewan Inc. Sell 100.00% 80,000 0.09
≡ BPY-OLD - Brookfield Property Partners Sell 100.00% 168,439 0.10
≡ MOS - Mosaic Co. Sell 100.00% 155,000 0.24
≡ E - Eni SpA Sell 100.00% 167,000 0.26
≡ L - Loews Corp. Sell 100.00% 210,000 0.28
≡ CVX - Chevron Corp. Sell 100.00% 98,000 0.36
≡ COF - Capital One Financial Sell 100.00% 178,000 0.42
Q1  2014
≡ CLMT - Calumet Specialty Products Reduce 61.54% 32,000 0.03
≡ HCCI-OLD - Heritage-Crystal Clean Inc. Reduce 40.64% 105,459 0.06
≡ IGT - International Game Technology Reduce 11.31% 116,700 0.05
≡ L - Loews Corp. Reduce 10.64% 25,000 0.03
≡ MON-OLD - Monsanto Co. Reduce 7.56% 2,700 0.01
≡ COF - Capital One Financial Reduce 5.02% 9,400 0.02
≡ FNF - Fidelity National Financial Inc. Reduce 4.64% 3,700 0.00
≡ ITW - Illinois Tool Works Reduce 4.64% 11,200 0.03
≡ APD - Air Products & Chemicals Reduce 4.00% 1,000 0.00
≡ ACN - Accenture Reduce 3.85% 4,400 0.01
≡ LOW - Lowe's Cos. Reduce 3.64% 20,400 0.03
≡ EMR - Emerson Electric Reduce 3.01% 4,900 0.01
≡ MAR - Marriott Int'l. Reduce 2.95% 39,664 0.07
≡ GD - General Dynamics Reduce 2.86% 11,400 0.04
≡ WMT - Walmart Inc. Reduce 2.83% 96,000 0.08
≡ NVO - Novo Nordisk A S Reduce 2.80% 62,000 0.04
≡ UPS - United Parcel Service Reduce 2.76% 20,300 0.06
≡ NSC - Norfolk Southern Corp. Reduce 2.54% 2,400 0.01
≡ BPY-OLD - Brookfield Property Partners Reduce 2.42% 4,185 0.00
≡ MCD - McDonald's Corp. Reduce 2.00% 3,700 0.01
≡ GHC - Graham Holdings Co. Reduce 1.89% 100 0.00
≡ HD - Home Depot Reduce 1.70% 15,900 0.04
≡ DIS - Walt Disney Co. Reduce 1.59% 24,000 0.06
≡ ORCL - Oracle Corp. Reduce 1.48% 9,500 0.01
≡ UNH - United Health Group Inc. Reduce 1.47% 8,900 0.02
≡ BRK.A - Berkshire Hathaway CL A Reduce 1.46% 16 0.09
≡ KO - Coca Cola Co. Reduce 1.44% 1,900 0.00
≡ ITIC - Investors Title Co. Reduce 1.30% 2,800 0.01
≡ KMX - CarMax Inc. Reduce 1.26% 63,218 0.09
≡ RTX - RTX Corp. Reduce 1.12% 600 0.00
≡ JNJ - Johnson & Johnson Reduce 1.10% 6,400 0.02
≡ BRK.B - Berkshire Hathaway CL B Reduce 1.02% 15,650 0.06
≡ FII-OLD - Federated Investors Inc. Reduce 1.01% 21,700 0.02
≡ AXP - American Express Reduce 0.99% 3,500 0.01
≡ XOM - Exxon Mobil Corp. Reduce 0.97% 8,466 0.03
≡ BF.B - Brown-Forman Corp. Reduce 0.94% 1,994 0.00
≡ BF.A - Brown-Forman Corp. CL A Reduce 0.94% 7,980 0.01
≡ MSFT - Microsoft Corp. Reduce 0.86% 7,100 0.01
≡ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 0.84% 5,900 0.01
≡ ADP - Automatic Data Processing Inc. Reduce 0.83% 4,400 0.01
≡ MMM - 3M Co. Reduce 0.83% 1,700 0.01