Thomas Gayner - Markel Group
History | Stock | Activity ▲ | Share change | % change to portfolio |
Q3  2013 | ≡ | ELME - ELME Communities | Sell 100.00% | 9,200 | 0.01 | ≡ | FNF - Fidelity National Financial Inc. | Sell 100.00% | 9,800 | 0.01 | ≡ | PCL - Plum Creek Timber Co. | Sell 100.00% | 325,300 | 0.54 | ≡ | UBSH - Union First Market Bankshares Corp. | Sell 100.00% | 1,658,339 | 1.22 |
Q2  2013 | ≡ | SYY - Sysco Corp. | Reduce 92.56% | 290,896 | 0.37 | ≡ | FNF - Fidelity National Financial Inc. | Reduce 21.60% | 2,700 | 0.00 | ≡ | UBSH - Union First Market Bankshares Corp. | Reduce 12.64% | 240,000 | 0.18 | ≡ | PCL - Plum Creek Timber Co. | Reduce 7.14% | 25,000 | 0.04 | ≡ | JEF - Jefferies Financial Group Inc. | Reduce 3.77% | 28,100 | 0.03 | ≡ | MSFT - Microsoft Corp. | Reduce 3.74% | 29,990 | 0.04 | ≡ | JNJ - Johnson & Johnson | Reduce 1.67% | 9,900 | 0.03 | ≡ | APD - Air Products & Chemicals | Reduce 1.52% | 400 | 0.00 | ≡ | EMR - Emerson Electric | Reduce 0.88% | 1,500 | 0.00 | ≡ | BUD - Anheuser-Busch InBev | Reduce 0.60% | 2,398 | 0.01 | ≡ | NVO - Novo Nordisk A S | Reduce 0.57% | 13,000 | 0.01 | ≡ | ORCL - Oracle Corp. | Reduce 0.53% | 3,500 | 0.00 | ≡ | IGT - International Game Technology | Reduce 0.52% | 6,198 | 0.00 | ≡ | COST - Costco Co. | Reduce 0.49% | 200 | 0.00 | ≡ | ITW - Illinois Tool Works | Reduce 0.45% | 1,095 | 0.00 | ≡ | MAR - Marriott Int'l. | Reduce 0.45% | 6,159 | 0.01 | ≡ | SCHW - Charles Schwab Corp. | Reduce 0.41% | 4,197 | 0.00 | ≡ | LOW - Lowe's Cos. | Reduce 0.40% | 2,300 | 0.00 | ≡ | DIS - Walt Disney Co. | Reduce 0.40% | 6,200 | 0.01 | ≡ | PDCO - Patterson Cos. Inc. | Reduce 0.34% | 500 | 0.00 | ≡ | INTC - Intel Corp. | Reduce 0.28% | 2,342 | 0.00 | ≡ | HD - Home Depot | Reduce 0.28% | 2,697 | 0.01 | ≡ | KMX - CarMax Inc. | Reduce 0.23% | 11,700 | 0.02 | ≡ | ANR - Alpha Natural Resources Inc. | Reduce 0.21% | 500 | 0.00 | ≡ | MCD - McDonald's Corp. | Reduce 0.21% | 399 | 0.00 | ≡ | BRK.A - Berkshire Hathaway CL A | Reduce 0.18% | 2 | 0.01 | ≡ | BRK.B - Berkshire Hathaway CL B | Reduce 0.17% | 2,700 | 0.01 | ≡ | WBA - Walgreens Boots Alliance | Reduce 0.17% | 3,660 | 0.01 | ≡ | DEO - Diageo ADR | Reduce 0.16% | 1,999 | 0.01 | ≡ | RLI - RLI Corp. | Reduce 0.13% | 1,600 | 0.00 | ≡ | GD - General Dynamics | Reduce 0.10% | 397 | 0.00 | ≡ | WMT - Walmart Inc. | Reduce 0.06% | 2,088 | 0.00 | ≡ | AXP - American Express | Reduce 0.05% | 199 | 0.00 | ≡ | WPC - WP Carey | Reduce 0.02% | 200 | 0.00 | ≡ | BG - Bunge Global SA | Sell 100.00% | 9,000 | 0.02 | ≡ | STT - State Street Corp. | Sell 100.00% | 40,400 | 0.09 | ≡ | ART - Artio Global Investors Inc. | Sell 100.00% | 2,968,400 | 0.30 | ≡ | EOG - EOG Resources | Sell 100.00% | 167,000 | 0.40 |
Q1  2013 | ≡ | ART - Artio Global Investors Inc. | Reduce 47.87% | 2,725,600 | 0.28 | ≡ | SYY - Sysco Corp. | Reduce 45.00% | 257,130 | 0.34 | ≡ | UBSH - Union First Market Bankshares Corp. | Reduce 27.67% | 726,142 | 0.53 | ≡ | FNF - Fidelity National Financial Inc. | Reduce 10.71% | 1,500 | 0.00 | ≡ | APD - Air Products & Chemicals | Reduce 3.30% | 900 | 0.00 | ≡ | AXP - American Express | Reduce 1.01% | 3,763 | 0.01 | ≡ | PG - Procter & Gamble | Reduce 0.87% | 300 | 0.00 | ≡ | MAR - Marriott Int'l. | Reduce 0.77% | 10,639 | 0.02 | ≡ | HD - Home Depot | Reduce 0.65% | 6,262 | 0.02 | ≡ | BUD - Anheuser-Busch InBev | Reduce 0.61% | 2,450 | 0.01 | ≡ | GE - GE Aerospace | Reduce 0.56% | 1,673 | 0.01 | ≡ | BRK.B - Berkshire Hathaway CL B | Reduce 0.51% | 7,987 | 0.03 | ≡ | BN - Brookfield Corp. | Reduce 0.49% | 33,863 | 0.02 | ≡ | EOG - EOG Resources | Reduce 0.48% | 800 | 0.00 | ≡ | UPS - United Parcel Service | Reduce 0.47% | 3,496 | 0.01 | ≡ | PCL - Plum Creek Timber Co. | Reduce 0.45% | 1,600 | 0.00 | ≡ | KMX - CarMax Inc. | Reduce 0.42% | 21,802 | 0.03 | ≡ | NVO - Novo Nordisk A S | Reduce 0.40% | 9,000 | 0.01 | ≡ | DIS - Walt Disney Co. | Reduce 0.34% | 5,200 | 0.01 | ≡ | CAT - Caterpillar Inc. | Reduce 0.33% | 800 | 0.00 | ≡ | DEO - Diageo ADR | Reduce 0.29% | 3,519 | 0.02 | ≡ | ITIC - Investors Title Co. | Reduce 0.22% | 500 | 0.00 | ≡ | LOW - Lowe's Cos. | Reduce 0.21% | 1,200 | 0.00 | ≡ | WPC - WP Carey | Reduce 0.21% | 2,000 | 0.01 | ≡ | ITW - Illinois Tool Works | Reduce 0.20% | 500 | 0.00 | ≡ | BRK.A - Berkshire Hathaway CL A | Reduce 0.18% | 2 | 0.01 | ≡ | RLI - RLI Corp. | Reduce 0.15% | 1,808 | 0.00 | ≡ | INTC - Intel Corp. | Reduce 0.12% | 1,000 | 0.00 | ≡ | ACN - Accenture | Reduce 0.08% | 100 | 0.00 | ≡ | MSFT - Microsoft Corp. | Reduce 0.06% | 500 | 0.00 | ≡ | FII-OLD - Federated Investors Inc. | Reduce 0.05% | 1,000 | 0.00 | ≡ | WBA - Walgreens Boots Alliance | Reduce 0.05% | 1,000 | 0.00 | ≡ | XOM - Exxon Mobil Corp. | Reduce 0.03% | 215 | 0.00 | ≡ | RFP-OLD - Resolute Forest Products | Sell 100.00% | 15,375 | 0.01 | ≡ | BBSI - Barrett Business Services | Sell 100.00% | 20,500 | 0.03 | ≡ | MKC - McCormick & Co. | Sell 100.00% | 34,000 | 0.04 | ≡ | XRAY - DENTSPLY SIRONA Inc. | Sell 100.00% | 35,400 | 0.06 | ≡ | NICK - Nicholas Financial Inc. | Sell 100.00% | 183,500 | 0.09 | ≡ | CLMS - Calamos Asset Management Inc. | Sell 100.00% | 230,000 | 0.10 | ≡ | DELL-OLD - Dell Inc. | Sell 100.00% | 250,000 | 0.11 | ≡ | LII - Lennox International | Sell 100.00% | 253,500 | 0.55 |
Q4  2012 | ≡ | UBSH - Union First Market Bankshares Corp. | Reduce 25.12% | 880,439 | 0.58 | ≡ | SYY - Sysco Corp. | Reduce 24.64% | 186,796 | 0.25 | ≡ | FNF - Fidelity National Financial Inc. | Reduce 14.11% | 2,300 | 0.00 | ≡ | APD - Air Products & Chemicals | Reduce 1.44% | 400 | 0.00 | ≡ | KO - Coca Cola Co. | Reduce 1.27% | 1,600 | 0.00 | ≡ | IBM - International Business Machines | Reduce 0.99% | 200 | 0.00 | ≡ | ACN - Accenture | Reduce 0.84% | 1,000 | 0.00 | ≡ | ITW - Illinois Tool Works | Reduce 0.80% | 1,990 | 0.01 | ≡ | AXP - American Express | Reduce 0.53% | 1,999 | 0.00 | ≡ | ADP - Automatic Data Processing Inc. | Reduce 0.52% | 2,700 | 0.01 | ≡ | SCHW - Charles Schwab Corp. | Reduce 0.51% | 5,196 | 0.00 | ≡ | IGT - International Game Technology | Reduce 0.48% | 5,596 | 0.00 | ≡ | UPS - United Parcel Service | Reduce 0.48% | 3,597 | 0.01 | ≡ | XOM - Exxon Mobil Corp. | Reduce 0.43% | 3,549 | 0.01 | ≡ | GE - GE Aerospace | Reduce 0.41% | 1,235 | 0.01 | ≡ | MAR - Marriott Int'l. | Reduce 0.36% | 4,925 | 0.01 | ≡ | NVO - Novo Nordisk A S | Reduce 0.35% | 8,000 | 0.01 |