Thomas Gayner - Markel Asset Management
| History | Stock | Activity | Share change | % change to portfolio ▼ |
| Q4 2012 | ≡ | CAT - Caterpillar Inc. | Reduce 0.08% | 200 | 0.00 | ≡ | MCD - McDonald's Corp. | Reduce 0.10% | 199 | 0.00 | ≡ | EMR - Emerson Electric | Reduce 0.12% | 200 | 0.00 | ≡ | MMM - 3M Co. | Reduce 0.17% | 350 | 0.00 | ≡ | BUD - Anheuser-Busch InBev | Reduce 0.27% | 1,100 | 0.00 | ≡ | IGT - International Game Technology | Reduce 0.48% | 5,596 | 0.00 | ≡ | SCHW - Charles Schwab Corp. | Reduce 0.51% | 5,196 | 0.00 | ≡ | AXP - American Express | Reduce 0.53% | 1,999 | 0.00 | ≡ | 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 |
| Q3 2012 | ≡ | 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 | ≡ | FNF - Fidelity National Financial Inc. | Reduce 88.30% | 123,000 | 0.08 | ≡ | 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 | ≡ | SYY - Sysco Corp. | Reduce 3.89% | 30,695 | 0.04 | ≡ | BRK.B - Berkshire Hathaway CL B | Reduce 0.30% | 4,625 | 0.02 | ≡ | KMX - CarMax Inc. | Reduce 0.11% | 5,785 | 0.01 | ≡ | DEO - Diageo ADR | Reduce 0.13% | 1,666 | 0.01 | ≡ | DIS - Walt Disney Co. | Reduce 0.18% | 2,800 | 0.01 | ≡ | BN - Brookfield Corp. | Reduce 0.24% | 17,036 | 0.01 | ≡ | XOM - Exxon Mobil Corp. | Reduce 0.24% | 1,999 | 0.01 | ≡ | WMT - Walmart Inc. | Reduce 0.26% | 8,691 | 0.01 | ≡ | GE - GE Aerospace | Reduce 0.28% | 849 | 0.01 | ≡ | NVO - Novo Nordisk A S | Reduce 0.35% | 8,000 | 0.01 | ≡ | YUM - Yum! Brands Inc. | Sell 100.00% | 3,200 | 0.01 | ≡ | 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 | ≡ | MAR - Marriott Int'l. | Reduce 0.16% | 2,253 | 0.00 | ≡ | WPC - WP Carey | Reduce 0.17% | 1,600 | 0.00 | ≡ | 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 | ≡ | BUD - Anheuser-Busch InBev | Reduce 0.25% | 1,000 | 0.00 | ≡ | PDCO - Patterson Cos. Inc. | Reduce 0.27% | 400 | 0.00 | ≡ | KO - Coca Cola Co. | Reduce 0.32% | 400 | 0.00 | ≡ | 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 |
| Q2 2012 | ≡ | 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 | ≡ | HD - Home Depot | Reduce 0.49% | 4,682 | 0.01 | ≡ | AXP - American Express | Reduce 0.90% | 3,399 | 0.01 | ≡ | BK - Bank of New York Mellon Corp. | Reduce 2.41% | 5,660 | 0.01 | ≡ | SPIR - Spire Global Inc. | Sell 100.00% | 6,000 | 0.01 | ≡ | 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 | ≡ | VAC - Marriott Vacations Worldwide | Reduce 0.57% | 762 | 0.00 | ≡ | EMR - Emerson Electric | Reduce 0.58% | 1,000 | 0.00 | ≡ | IBM - International Business Machines | Reduce 0.98% | 200 | 0.00 | ≡ | ELME - ELME Communities | Reduce 3.10% | 300 | 0.00 |
| Q1 2012 | ≡ | FNF - Fidelity National Financial Inc. | Reduce 59.23% | 1,001,500 | 0.83 | ≡ | SPIR - Spire Global Inc. | Reduce 97.68% | 252,500 | 0.42 | ≡ | ITC - ITC Holdings Corp. | Reduce 51.96% | 270,000 | 0.32 | ≡ | ABT - Abbott Labs | Sell 100.00% | 90,000 | 0.27 | ≡ | PG - Procter & Gamble | Sell 100.00% | 43,200 | 0.15 | ≡ | KMX - CarMax Inc. | Reduce 0.94% | 48,947 | 0.08 | ≡ | MCF - Contango Oil & Gas Co. | Reduce 49.59% | 30,000 | 0.08 | ≡ | DST - DST Systems Inc. | Sell 100.00% | 56,000 | 0.07 | ≡ | DEO - Diageo ADR | Reduce 1.03% | 12,860 | 0.06 | ≡ | BRK.B - Berkshire Hathaway CL B | Reduce 0.77% | 12,090 | 0.05 | ≡ | MAR - Marriott Int'l. | Reduce 2.03% | 28,617 | 0.05 | ≡ | UPS - United Parcel Service | Reduce 1.28% | 9,496 | 0.04 | ≡ | BN - Brookfield Corp. | Reduce 0.71% | 49,289 | 0.03 | ≡ | RLI - RLI Corp. | Reduce 1.28% | 15,768 | 0.03 | ≡ | AXP - American Express | Reduce 2.58% | 10,000 | 0.03 | ≡ | GE - GE Aerospace | Reduce 0.92% | 2,787 | 0.02 | ≡ | CAT - Caterpillar Inc. | Reduce 1.26% | 3,100 | 0.02 | ≡ | MCD - McDonald's Corp. | Reduce 2.66% | 5,099 | 0.02 | ≡ | ITIC - Investors Title Co. | Reduce 3.93% | 9,000 | 0.02 | ≡ | WPC - WP Carey | Reduce 0.36% | 3,500 | 0.01 | ≡ | BUD - Anheuser-Busch InBev | Reduce 0.54% | 2,200 | 0.01 | ≡ | JNJ - Johnson & Johnson | Reduce 0.67% | 3,800 | 0.01 | ≡ | LOW - Lowe's Cos. | Reduce 0.90% | 5,000 | 0.01 | ≡ | NVO - Novo Nordisk A S | Reduce 0.96% | 22,000 | 0.01 | ≡ | SYY - Sysco Corp. | Reduce 1.04% | 8,296 | 0.01 | ≡ | PM - Philip Morris Intl. | Reduce 1.89% | 2,200 | 0.01 | ≡ | ACN - Accenture | Reduce 3.33% | 4,000 | 0.01 | ≡ | VAC - Marriott Vacations Worldwide | Reduce 4.87% | 6,858 | 0.01 | ≡ | APD - Air Products & Chemicals | Reduce 41.67% | 2,000 | 0.01 |