Thomas Gayner - Markel Group

History Stock Activity ▼ Share change % change to portfolio
Q2  2019
≡ ROL - Rollins Inc. Add 0.82% 9,750 0.00
≡ V - Visa Inc. Add 0.70% 6,500 0.02
≡ BN - Brookfield Corp. Add 0.46% 39,975 0.02
≡ DISCA-OLD - Discovery Inc. OLD Add 0.43% 5,000 0.00
≡ COST - Costco Co. Add 0.38% 150 0.00
≡ FDS - FactSet Research Systems Add 0.19% 220 0.00
≡ BRK.B - Berkshire Hathaway CL B Add 0.12% 1,870 0.01
≡ MCO - Moody's Corp. Add 0.02% 50 0.00
≡ GOOG - Alphabet Inc. CL C Buy 2,580,460 2.15
≡ BK - Bank of New York Mellon Corp. Buy 80,000 0.05
≡ TRUP - Trupanion Inc. Buy 25,000 0.01
≡ BALL - Ball Corp. Buy 3,000 0.00
≡ BUD - Anheuser-Busch InBev Buy 3,000 0.00
≡ GT - Goodyear Tire & Rubber Buy 20,000 0.00
≡ LEN - Lennar Corp. Buy 4,900 0.00
Q1  2019
≡ EFX - Equifax Inc. Add 1320.00% 33,000 0.07
≡ TRU - TransUnion Add 900.00% 36,000 0.04
≡ NVR - NVR Inc. Add 325.32% 2,505 0.11
≡ CCK - Crown Holdings Add 226.67% 34,000 0.03
≡ DAL - Delta Air Lines Inc. Add 222.22% 120,000 0.10
≡ SHW - Sherwin-Williams Add 181.82% 60,000 0.14
≡ WHR - Whirlpool Corp. Add 139.66% 113,490 0.25
≡ LUV - Southwest Airlines Add 131.87% 120,000 0.10
≡ MHK - Mohawk Industries Add 131.71% 54,000 0.11
≡ AAPL - Apple Inc. Add 73.23% 457,800 0.36
≡ SMG - Scotts Miracle-Gro Co. Add 67.42% 120,000 0.16
≡ ATVI - Activision Blizzard Inc. Add 39.93% 71,000 0.05
≡ HCSG - Healthcare Services Group Add 34.59% 50,500 0.03
≡ GS - Goldman Sachs Group Add 34.12% 42,960 0.14
≡ TSN - Tyson Foods Add 26.55% 60,000 0.07
≡ SRCL - Stericycle Inc. Add 20.82% 94,000 0.09
≡ CHH - Choice Hotels Int. Inc. Add 20.43% 24,000 0.03
≡ WSO - Watsco Inc. Add 11.53% 34,000 0.08
≡ CMCSA - Comcast Corp. Add 10.28% 41,000 0.03
≡ DHI - D.R. Horton Add 9.94% 900 0.00
≡ HXL - Hexcel Corp. Add 8.96% 12,000 0.01
≡ PGR - Progressive Corp. Add 8.86% 38,000 0.05
≡ AN - AutoNation Inc. Add 8.68% 2,600 0.00
≡ SBUX - Starbucks Corp. Add 8.57% 36,450 0.05
≡ ADI - Analog Devices Add 7.86% 55,000 0.10
≡ GOOGL - Alphabet Inc. Add 6.85% 175,000 0.17
≡ EA - Electronic Arts Add 6.64% 7,000 0.01
≡ MSFT - Microsoft Corp. Add 5.99% 23,300 0.05
≡ BLK - BlackRock Inc. Add 5.62% 11,000 0.08
≡ SEIC - SEI Investments Add 5.51% 20,000 0.02
≡ BX - Blackstone Group Add 5.02% 56,000 0.03
≡ 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