Thomas Gayner - Markel Asset Management

History Stock Activity Share change % change to portfolio ▼
Q1  2016
≡ FDX - FedEx Corp. Sell 100.00% 32,000 0.13
≡ TPR - Tapestry Inc. Sell 100.00% 54,000 0.05
≡ DCI - Donaldson Co. Sell 100.00% 48,000 0.04
≡ FII-OLD - Federated Investors Inc. Reduce 3.27% 25,000 0.02
≡ ACNT - Ascent Industries Co. Reduce 12.08% 94,862 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
Q4  2015
≡ GE - GE Aerospace Sell 100.00% 370,375 1.97
≡ WMT - Walmart Inc. Sell 100.00% 3,294,000 1.88
≡ BUD - Anheuser-Busch InBev Sell 100.00% 425,000 1.19
≡ FII-OLD - Federated Investors Inc. Reduce 61.97% 1,245,000 0.96
≡ INTC - Intel Corp. Sell 100.00% 991,000 0.79
≡ MCD - McDonald's Corp. Sell 100.00% 181,000 0.47
≡ WBD - Warner Bros. Discovery Inc. Sell 100.00% 533,000 0.33
≡ GOOG - Alphabet Inc. CL C Sell 100.00% 250,620 0.20
≡ LVS - Las Vegas Sands Corp. Sell 100.00% 48,000 0.05
≡ DAR - Darling Ingredients Inc. Sell 100.00% 65,000 0.02
Q3  2015
≡ CB - Chubb Limited Sell 100.00% 314,000 0.75
≡ FII-OLD - Federated Investors Inc. Reduce 5.86% 125,000 0.10
Q2  2015
≡ MSFT - Microsoft Corp. Sell 100.00% 318,000 0.33
≡ FWONK - Liberty Media Corp Formula One Series C Reduce 25.01% 172,113 0.15
≡ CSCO - Cisco Systems Sell 100.00% 23,000 0.02
≡ LGIH - LGI Homes Inc. Sell 100.00% 17,000 0.01
Q1  2015
≡ FRFHF - Fairfax Financial Holdings Ltd. Sell 100.00% 279,459 3.86
≡ MSFT - Microsoft Corp. Reduce 61.12% 500,000 0.52
≡ EXPD - Expeditors Int'l Sell 100.00% 137,000 0.16
≡ BRO - Brown & Brown Inc. Sell 100.00% 331,256 0.14
≡ KMX - CarMax Inc. Reduce 1.01% 50,000 0.09
≡ NICK - Nicholas Financial Inc. Sell 100.00% 45,000 0.02
Q4  2014
≡ BRK.A - Berkshire Hathaway CL A Reduce 74.49% 803 4.79
≡ TEVA - Teva Pharmaceutical Industries Ltd. Sell 100.00% 444,000 0.67
≡ BRO - Brown & Brown Inc. Reduce 54.70% 400,000 0.17
≡ KO - Coca Cola Co. Sell 100.00% 130,000 0.16
≡ IGT - International Game Technology Sell 100.00% 215,000 0.10
≡ SIAL - Sigma-Aldrich Sell 100.00% 18,000 0.07
≡ TGT - Target Corp. Sell 100.00% 33,000 0.06
≡ LH - Laboratory Corp. of America Hldgs Sell 100.00% 15,000 0.04
Q3  2014
≡ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 36.02% 250,000 0.38
≡ IGT - International Game Technology Reduce 76.50% 700,000 0.33
≡ NTRS - Northern Trust Corp. Sell 100.00% 140,000 0.26
≡ HCCI-OLD - Heritage-Crystal Clean Inc. Sell 100.00% 46,003 0.03
≡ UTI - Universal Technical Institute Sell 100.00% 33,800 0.01
Q2  2014
≡ COF - Capital One Financial Sell 100.00% 178,000 0.42
≡ CVX - Chevron Corp. Sell 100.00% 98,000 0.36
≡ L - Loews Corp. Sell 100.00% 210,000 0.28
≡ E - Eni SpA Sell 100.00% 167,000 0.26
≡ MOS - Mosaic Co. Sell 100.00% 155,000 0.24
≡ BPY-OLD - Brookfield Property Partners Sell 100.00% 168,439 0.10
≡ APD - Air Products & Chemicals Sell 100.00% 24,000 0.09
≡ POT - Potash Corp. of Saskatchewan Inc. Sell 100.00% 80,000 0.09
≡ HCCI-OLD - Heritage-Crystal Clean Inc. Reduce 70.14% 108,038 0.07
≡ FNF - Fidelity National Financial Inc. Sell 100.00% 76,000 0.07
≡ CLMT - Calumet Specialty Products Sell 100.00% 20,000 0.02
≡ UTI - Universal Technical Institute Reduce 31.02% 15,200 0.00
Q1  2014
≡ AHGP - Alliance Holdings GP Sell 100.00% 166,500 0.31
≡ AMZN - Amazon.com Inc. Sell 100.00% 314,000 0.20
≡ BTU - Peabody Energy Sell 100.00% 17,334 0.16
≡ IBM - International Business Machines Sell 100.00% 24,200 0.14
≡ BK - Bank of New York Mellon Corp. Sell 100.00% 111,603 0.12
≡ KMX - CarMax Inc. Reduce 1.26% 63,218 0.09
≡ BRK.A - Berkshire Hathaway CL A Reduce 1.46% 16 0.09
≡ APOL - Apollo Education Group Inc. Sell 100.00% 105,000 0.09
≡ WMT - Walmart Inc. Reduce 2.83% 96,000 0.08
≡ MAR - Marriott Int'l. Reduce 2.95% 39,664 0.07
≡ BRK.B - Berkshire Hathaway CL B Reduce 1.02% 15,650 0.06
≡ DIS - Walt Disney Co. Reduce 1.59% 24,000 0.06
≡ UPS - United Parcel Service Reduce 2.76% 20,300 0.06
≡ HCCI-OLD - Heritage-Crystal Clean Inc. Reduce 40.64% 105,459 0.06
≡ IGT - International Game Technology Reduce 11.31% 116,700 0.05
≡ HD - Home Depot Reduce 1.70% 15,900 0.04
≡ NVO - Novo Nordisk A S Reduce 2.80% 62,000 0.04
≡ GD - General Dynamics Reduce 2.86% 11,400 0.04
≡ WBA - Walgreens Boots Alliance Reduce 0.58% 12,450 0.03
≡ DEO - Diageo ADR Reduce 0.73% 8,820 0.03
≡ XOM - Exxon Mobil Corp. Reduce 0.97% 8,466 0.03
≡ LOW - Lowe's Cos. Reduce 3.64% 20,400 0.03
≡ ITW - Illinois Tool Works Reduce 4.64% 11,200 0.03
≡ L - Loews Corp. Reduce 10.64% 25,000 0.03
≡ CLMT - Calumet Specialty Products Reduce 61.54% 32,000 0.03
≡ ACI-OLD - Arch Coal Sell 100.00% 246,000 0.03
≡ BN - Brookfield Corp. Reduce 0.59% 42,807 0.02
≡ FII-OLD - Federated Investors Inc. Reduce 1.01% 21,700 0.02
≡ JNJ - Johnson & Johnson Reduce 1.10% 6,400 0.02
≡ UNH - United Health Group Inc. Reduce 1.47% 8,900 0.02
≡ COF - Capital One Financial Reduce 5.02% 9,400 0.02
≡ OKE - ONEOK Inc. Sell 100.00% 10,000 0.02
≡ WPC - WP Carey Reduce 0.31% 3,000 0.01
≡ BUD - Anheuser-Busch InBev Reduce 0.39% 1,600 0.01
≡ RLI - RLI Corp. Reduce 0.44% 5,248 0.01
≡ ADM - Archer-Daniels-Midland Reduce 0.56% 7,800 0.01
≡ INTC - Intel Corp. Reduce 0.77% 7,700 0.01
≡ ADP - Automatic Data Processing Inc. Reduce 0.83% 4,400 0.01
≡ MMM - 3M Co. Reduce 0.83% 1,700 0.01
≡ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 0.84% 5,900 0.01
≡ MSFT - Microsoft Corp. Reduce 0.86% 7,100 0.01
≡ BF.A - Brown-Forman Corp. CL A Reduce 0.94% 7,980 0.01
≡ AXP - American Express Reduce 0.99% 3,500 0.01