Thomas Gayner - Markel Group

History Stock Activity ▼ Share change % change to portfolio
Q1  2019
≡ IFF - International Flavors & Fragrances Inc. Add 4.72% 3,000 0.01
≡ CG - Carlyle Group Add 4.67% 51,000 0.02
≡ KKR - KKR & Co. L.P. Add 4.63% 57,500 0.02
≡ OAK - Oaktree Capital Group LLC Cl A Add 4.41% 45,000 0.04
≡ HEI.A - HEICO Corp. Add 4.11% 12,000 0.02
≡ META - Meta Platforms Inc. Add 4.01% 5,550 0.02
≡ AMZN - Amazon.com Inc. Add 3.89% 69,840 0.10
≡ TXN - Texas Instruments Add 3.46% 22,000 0.04
≡ MA - Mastercard Inc. Add 3.29% 6,000 0.02
≡ APO - Apollo Global Management Add 2.27% 22,000 0.01
≡ ECL - Ecolab Inc. Add 2.22% 6,000 0.02
≡ SHAK - Shake Shack Inc. Add 1.75% 550 0.00
≡ JPM - JPMorgan Chase & Co. Add 1.72% 3,150 0.01
≡ AXP - American Express Add 1.55% 6,000 0.01
≡ BN - Brookfield Corp. Add 1.12% 95,325 0.05
≡ ROL - Rollins Inc. Add 0.76% 9,000 0.00
≡ V - Visa Inc. Add 0.65% 6,000 0.02
≡ MCO - Moody's Corp. Add 0.46% 930 0.00
≡ MAR - Marriott Int'l. Add 0.39% 6,000 0.01
≡ DIS - Walt Disney Co. Add 0.33% 6,000 0.01
≡ BRK.B - Berkshire Hathaway CL B Add 0.16% 2,370 0.01
≡ SYF - Synchrony Financial Buy 8,006 0.00
Q4  2018
≡ WHR - Whirlpool Corp. Add 308.77% 61,380 0.13
≡ ATVI - Activision Blizzard Inc. Add 288.21% 132,000 0.12
≡ EA - Electronic Arts Add 206.40% 71,000 0.11
≡ MHK - Mohawk Industries Add 36.67% 11,000 0.02
≡ CCK - Crown Holdings Add 36.36% 4,000 0.00
≡ MCHP - Microchip Technology Add 33.63% 76,000 0.05
≡ DAL - Delta Air Lines Inc. Add 14.89% 7,000 0.01
≡ C - Citigroup Inc. Add 14.32% 1,700 0.00
≡ LUV - Southwest Airlines Add 13.75% 11,000 0.01
≡ SRCL - Stericycle Inc. Add 13.02% 52,000 0.04
≡ SEIC - SEI Investments Add 10.33% 34,000 0.03
≡ HCSG - Healthcare Services Group Add 9.77% 13,000 0.01
≡ AN - AutoNation Inc. Add 8.91% 2,450 0.00
≡ DHI - D.R. Horton Add 7.73% 650 0.00
≡ ADI - Analog Devices Add 6.06% 40,000 0.07
≡ SMG - Scotts Miracle-Gro Co. Add 5.33% 9,000 0.01
≡ GS - Goldman Sachs Group Add 3.60% 4,370 0.01
≡ NXPI - NXP Semiconductors NV Add 3.57% 1,000 0.00
≡ CHH - Choice Hotels Int. Inc. Add 2.62% 3,000 0.00
≡ WFC - Wells Fargo Add 1.85% 1,000 0.00
≡ HXL - Hexcel Corp. Add 1.52% 2,000 0.00
≡ VRSK - Verisk Analytics Inc. Add 1.37% 1,000 0.00
≡ SBUX - Starbucks Corp. Add 1.26% 5,300 0.01
≡ AAPL - Apple Inc. Add 1.24% 7,640 0.01
≡ META - Meta Platforms Inc. Add 1.10% 1,510 0.00
≡ GOOGL - Alphabet Inc. Add 1.09% 27,600 0.03
≡ PGR - Progressive Corp. Add 1.06% 4,500 0.01
≡ WSO - Watsco Inc. Add 1.03% 3,000 0.01
≡ SHAK - Shake Shack Inc. Add 0.80% 250 0.00
≡ CMCSA - Comcast Corp. Add 0.76% 3,000 0.00
≡ HEI.A - HEICO Corp. Add 0.69% 2,000 0.00
≡ LBTYA - Liberty Global Ltd CL A Add 0.56% 1,000 0.00
≡ MSFT - Microsoft Corp. Add 0.52% 2,000 0.00
≡ AMZN - Amazon.com Inc. Add 0.48% 8,500 0.01
≡ RTX - RTX Corp. Add 0.45% 1,000 0.00
≡ MXIM - Maxim Integrated Products Add 0.40% 1,000 0.00
≡ ROL - Rollins Inc. Add 0.38% 4,500 0.00
≡ CG - Carlyle Group Add 0.28% 3,000 0.00
≡ BX - Blackstone Group Add 0.27% 3,000 0.00
≡ ECL - Ecolab Inc. Add 0.26% 700 0.00
≡ KKR - KKR & Co. L.P. Add 0.24% 3,000 0.00
≡ LYV - Live Nation Inc. Add 0.21% 1,000 0.00
≡ BN - Brookfield Corp. Add 0.18% 15,150 0.01
≡ TXN - Texas Instruments Add 0.16% 1,000 0.00
≡ V - Visa Inc. Add 0.15% 1,400 0.00
≡ BRK.B - Berkshire Hathaway CL B Add 0.11% 1,650 0.01
≡ APO - Apollo Global Management Add 0.10% 1,000 0.00
≡ BLK - BlackRock Inc. Add 0.10% 200 0.00
≡ OAK - Oaktree Capital Group LLC Cl A Add 0.10% 1,000 0.00
≡ DIS - Walt Disney Co. Add 0.07% 1,300 0.00
≡ MAR - Marriott Int'l. Add 0.07% 1,000 0.00
≡ MCO - Moody's Corp. Add 0.05% 100 0.00
≡ LIN - Linde plc Buy 94,400 0.28
≡ SHW - Sherwin-Williams Buy 33,000 0.08
≡ NVR - NVR Inc. Buy 770 0.04
≡ EFX - Equifax Inc. Buy 2,500 0.00
≡ TRU - TransUnion Buy 4,000 0.00
Q3  2018
≡ WHR - Whirlpool Corp. Add 1276.66% 18,435 0.04
≡ EA - Electronic Arts Add 493.10% 28,600 0.06
≡ WFC - Wells Fargo Add 350.00% 42,000 0.04
≡ ATVI - Activision Blizzard Inc. Add 177.58% 29,300 0.04
≡ LUV - Southwest Airlines Add 166.67% 50,000 0.05
≡ SMG - Scotts Miracle-Gro Co. Add 128.38% 95,000 0.12
≡ DAL - Delta Air Lines Inc. Add 113.64% 25,000 0.03
≡ VZ - Verizon Communications Add 78.85% 41,000 0.04
≡ C - Citigroup Inc. Add 66.71% 4,750 0.00
≡ IFF - International Flavors & Fragrances Inc. Add 58.75% 23,500 0.06
≡ SBUX - Starbucks Corp. Add 37.91% 115,420 0.11
≡ DHI - D.R. Horton Add 36.54% 2,250 0.00
≡ CMCSA - Comcast Corp. Add 36.08% 105,000 0.06
≡ PGR - Progressive Corp. Add 34.76% 109,500 0.13
≡ HCSG - Healthcare Services Group Add 34.34% 34,000 0.02
≡ GS - Goldman Sachs Group Add 28.28% 26,800 0.10
≡ MCHP - Microchip Technology Add 24.18% 44,000 0.03
≡ AN - AutoNation Inc. Add 23.92% 5,310 0.00
≡ DLTR - Dollar Tree Inc. Add 23.00% 23,000 0.03
≡ SYF - Synchrony Financial Add 16.65% 1,100 0.00
≡ RTX - RTX Corp. Add 15.84% 30,500 0.07