Thomas Gayner - Markel Group

History Stock Activity Share change % change to portfolio
Q2  2016
MAT - Mattel Inc. Sell 100.00% 636,000 0.57
Q1  2016
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
ACNT - Ascent Industries Co. Reduce 12.08% 94,862 0.02
FII-OLD - Federated Investors Inc. Reduce 3.27% 25,000 0.02
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
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
FII-OLD - Federated Investors Inc. Reduce 61.97% 1,245,000 0.96
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
LGIH - LGI Homes Inc. Sell 100.00% 17,000 0.01
CSCO - Cisco Systems Sell 100.00% 23,000 0.02
FWONK - Liberty Media Corp Formula One Series C Reduce 25.01% 172,113 0.15
MSFT - Microsoft Corp. Sell 100.00% 318,000 0.33
Q1  2015
NICK - Nicholas Financial Inc. Sell 100.00% 45,000 0.02
KMX - CarMax Inc. Reduce 1.01% 50,000 0.09
BRO - Brown & Brown Inc. Sell 100.00% 331,256 0.14
EXPD - Expeditors Int'l Sell 100.00% 137,000 0.16
MSFT - Microsoft Corp. Reduce 61.12% 500,000 0.52
FRFHF - Fairfax Financial Holdings Ltd. Sell 100.00% 279,459 3.86
Q4  2014
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
BRO - Brown & Brown Inc. Reduce 54.70% 400,000 0.17
TEVA - Teva Pharmaceutical Industries Ltd. Sell 100.00% 444,000 0.67
BRK.A - Berkshire Hathaway CL A Reduce 74.49% 803 4.79
Q3  2014
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
IGT - International Game Technology Reduce 76.50% 700,000 0.33
TEVA - Teva Pharmaceutical Industries Ltd. Reduce 36.02% 250,000 0.38
Q2  2014
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
HCCI-OLD - Heritage-Crystal Clean Inc. Reduce 70.14% 108,038 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
FNF - Fidelity National Financial Inc. Reduce 4.64% 3,700 0.00
APD - Air Products & Chemicals Reduce 4.00% 1,000 0.00
BPY-OLD - Brookfield Property Partners Reduce 2.42% 4,185 0.00
GHC - Graham Holdings Co. Reduce 1.89% 100 0.00
KO - Coca Cola Co. Reduce 1.44% 1,900 0.00
RTX - RTX Corp. Reduce 1.12% 600 0.00
BF.B - Brown-Forman Corp. Reduce 0.94% 1,994 0.00
PEP - PepsiCo Inc. Reduce 0.77% 1,000 0.00
COST - Costco Co. Reduce 0.76% 300 0.00
PAYX - Paychex Inc. Reduce 0.60% 900 0.00
CAT - Caterpillar Inc. Reduce 0.41% 1,000 0.00
NKE - NIKE Inc. Reduce 0.33% 800 0.00
TROW - T. Rowe Price Group Reduce 0.20% 500 0.00
EPD - Enterprise Products Partners LP Sell 100.00% 12,600 0.01
SYY - Sysco Corp. Sell 100.00% 10,300 0.01
MON-OLD - Monsanto Co. Reduce 7.56% 2,700 0.01
ACN - Accenture Reduce 3.85% 4,400 0.01
EMR - Emerson Electric Reduce 3.01% 4,900 0.01
NSC - Norfolk Southern Corp. Reduce 2.54% 2,400 0.01
MCD - McDonald's Corp. Reduce 2.00% 3,700 0.01
ORCL - Oracle Corp. Reduce 1.48% 9,500 0.01
ITIC - Investors Title Co. Reduce 1.30% 2,800 0.01
AXP - American Express Reduce 0.99% 3,500 0.01
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
INTC - Intel Corp. Reduce 0.77% 7,700 0.01
ADM - Archer-Daniels-Midland Reduce 0.56% 7,800 0.01
RLI - RLI Corp. Reduce 0.44% 5,248 0.01
BUD - Anheuser-Busch InBev Reduce 0.39% 1,600 0.01
WPC - WP Carey Reduce 0.31% 3,000 0.01
OKE - ONEOK Inc. Sell 100.00% 10,000 0.02
COF - Capital One Financial Reduce 5.02% 9,400 0.02
UNH - United Health Group Inc. Reduce 1.47% 8,900 0.02
JNJ - Johnson & Johnson Reduce 1.10% 6,400 0.02
FII-OLD - Federated Investors Inc. Reduce 1.01% 21,700 0.02
BN - Brookfield Corp. Reduce 0.59% 42,807 0.02
ACI-OLD - Arch Coal Sell 100.00% 246,000 0.03
CLMT - Calumet Specialty Products Reduce 61.54% 32,000 0.03