Thomas Gayner - Markel Group

History Stock Activity ▲ Share change % change to portfolio
Q3  2022
≡ CCK - Crown Holdings Add 4.31% 5,000 0.01
≡ CG - Carlyle Group Add 5.66% 70,000 0.03
≡ EA - Electronic Arts Add 7.04% 4,000 0.01
≡ GOOGL - Alphabet Inc. Add 7.06% 23,500 0.03
≡ AON - Aon Plc Add 7.32% 5,050 0.02
≡ META - Meta Platforms Inc. Add 7.47% 13,752 0.03
≡ VRSK - Verisk Analytics Inc. Add 8.43% 7,000 0.02
≡ ALL - Allstate Corp. Add 9.82% 11,500 0.02
≡ DG - Dollar General Add 11.46% 17,500 0.06
≡ CMCSA - Comcast Corp. Add 14.06% 101,897 0.04
≡ CABO - Cable ONE Inc. Add 14.71% 1,500 0.02
≡ FDX - FedEx Corp. Add 19.86% 14,500 0.03
≡ TMO - Thermo Fisher Scientific Add 20.00% 1,300 0.01
≡ THG - Hanover Insurance Group Add 34.21% 26,000 0.05
≡ SHOP - Shopify Inc. Add 48.40% 30,250 0.01
≡ IT - Gartner Inc. Add 50.00% 1,500 0.01
≡ UA - Under Armour CL C Add 52.90% 13,387 0.00
≡ MRVL - Marvell Technology Inc. Add 52.94% 45,000 0.03
≡ PYPL - PayPal Holdings Inc. Add 55.42% 12,336 0.01
≡ SONY - Sony Group Corp. Add 60.22% 149,580 0.03
≡ VNT - Vontier Corp. Add 73.46% 36,636 0.01
≡ DCT-OLD - Duck Creek Technologies Add 73.47% 9,000 0.00
≡ ODFL - Old Dominion Freight Line Add 143.75% 23,000 0.04
≡ SMG - Scotts Miracle-Gro Co. Add 144.68% 34,000 0.02
≡ CBRL - Cracker Barrel Old Cntry Store Add 214.55% 59,000 0.08
≡ ICE - Intercontinental Exchange Inc. Add 215.84% 11,051 0.01
≡ CE - Celanese Corp. Add 250.00% 12,000 0.01
≡ RNR - RenaissanceRe Holdings Ltd. Buy 2,000 0.00
≡ TRUP - Trupanion Inc. Reduce 83.98% 112,023 0.10
≡ MTSI - MACOM Technology Solutions Hldg Sell 100.00% 69,000 0.05
Q2  2022
≡ GD - General Dynamics Add 0.13% 500 0.00
≡ V - Visa Inc. Add 0.17% 1,674 0.00
≡ MSCI - MSCI Inc. Add 0.18% 250 0.00
≡ LOW - Lowe's Cos. Add 0.25% 1,500 0.00
≡ GS - Goldman Sachs Group Add 0.29% 1,000 0.00
≡ KKR - KKR & Co. L.P. Add 0.29% 4,158 0.00
≡ PGR - Progressive Corp. Add 0.40% 3,000 0.00
≡ ADI - Analog Devices Add 0.49% 5,250 0.01
≡ TRU - TransUnion Add 0.52% 500 0.00
≡ SBUX - Starbucks Corp. Add 0.57% 3,000 0.00
≡ SCHW - Charles Schwab Corp. Add 0.73% 8,000 0.01
≡ ALL - Allstate Corp. Add 0.86% 1,000 0.00
≡ MMC - Marsh & McLennan Add 0.94% 5,800 0.01
≡ ROL - Rollins Inc. Add 1.12% 14,000 0.01
≡ NVR - NVR Inc. Add 1.26% 120 0.01
≡ ROK - Rockwell Automation Inc. Add 1.31% 2,000 0.01
≡ OI - O-I Glass Inc. Add 2.21% 10,100 0.00
≡ DIS - Walt Disney Co. Add 2.29% 44,000 0.06
≡ SRCL - Stericycle Inc. Add 3.96% 25,000 0.02
≡ LMT - Lockheed Martin Corp. Add 4.82% 500 0.00
≡ CSGP - CoStar Group Inc. Add 5.68% 1,000 0.00
≡ WSO - Watsco Inc. Add 5.97% 25,000 0.09
≡ AON - Aon Plc Add 6.24% 4,050 0.02
≡ GOOGL - Alphabet Inc. Add 7.42% 23,000 0.04
≡ VRSK - Verisk Analytics Inc. Add 8.50% 6,500 0.02
≡ META - Meta Platforms Inc. Add 12.62% 20,629 0.05
≡ MRVL - Marvell Technology Inc. Add 13.33% 10,000 0.01
≡ CMCSA - Comcast Corp. Add 14.95% 94,300 0.05
≡ MTSI - MACOM Technology Solutions Hldg Add 16.95% 10,000 0.01
≡ IT - Gartner Inc. Add 20.00% 500 0.00
≡ DG - Dollar General Add 21.47% 27,000 0.10
≡ FDX - FedEx Corp. Add 24.79% 14,500 0.05
≡ SEIC - SEI Investments Add 25.61% 114,000 0.09
≡ DCT-OLD - Duck Creek Technologies Add 32.43% 3,000 0.00
≡ AXTA - Axalta Coating Systems Ltd. Add 37.89% 7,816 0.00
≡ THG - Hanover Insurance Group Add 61.70% 29,000 0.06
≡ CABO - Cable ONE Inc. Add 96.15% 5,000 0.09
≡ SPOT - Spotify Technology S.A. Add 100.78% 13,000 0.02
≡ PYPL - PayPal Holdings Inc. Add 110.98% 11,710 0.01
≡ SHOP - Shopify Inc. Add 127.27% 35,000 0.02
≡ SONY - Sony Group Corp. Add 210.50% 168,400 0.04
≡ WTW - Willis Towers Watson plc Add 217.41% 4,457 0.01
≡ TMO - Thermo Fisher Scientific Add 233.33% 4,550 0.04
≡ EA - Electronic Arts Add 236.09% 39,900 0.07
≡ SMG - Scotts Miracle-Gro Co. Add 261.54% 17,000 0.02
≡ UA - Under Armour CL C Buy 25,304 0.00
≡ VNT - Vontier Corp. Buy 49,873 0.02
≡ CBRL - Cracker Barrel Old Cntry Store Buy 27,500 0.03
≡ ODFL - Old Dominion Freight Line Buy 16,000 0.03
≡ NFLX - Netflix Inc. Buy 43,000 0.11
≡ ESAB - ESAB Corp. Buy 378,356 0.24
≡ EFX - Equifax Inc. Reduce 44.43% 55,600 0.14
≡ ECL - Ecolab Inc. Reduce 11.32% 35,000 0.08
≡ ENOV - Enovis Corp. Reduce 0.00% 1 0.00
≡ Y-OLD - Alleghany Corp. Sell 100.00% 4,328 0.04
Q1  2022
≡ ENOV - Enovis Corp. Add 0.00% 1 0.00
≡ SBUX - Starbucks Corp. Add 0.19% 1,000 0.00
≡ KKR - KKR & Co. L.P. Add 0.24% 3,350 0.00
≡ V - Visa Inc. Add 0.32% 3,065 0.01
≡ ROL - Rollins Inc. Add 0.40% 5,000 0.00
≡ AMZN - Amazon.com Inc. Add 0.56% 11,000 0.02
≡ AAPL - Apple Inc. Add 0.71% 8,450 0.02
≡ MCO - Moody's Corp. Add 0.83% 1,750 0.01
≡ SPGI - S&P Global Inc. Add 0.84% 1,250 0.01
≡ GD - General Dynamics Add 0.90% 3,500 0.01
≡ REGN - Regeneron Pharmaceuticals Add 1.26% 1,000 0.01
≡ ROK - Rockwell Automation Inc. Add 1.33% 2,000 0.01
≡ ADI - Analog Devices Add 1.43% 15,150 0.03
≡ MMC - Marsh & McLennan Add 1.53% 9,300 0.02
≡ TRU - TransUnion Add 1.64% 1,550 0.00