Thomas Gayner - Markel Group

History Stock Activity ▼ Share change % change to portfolio
Q3  2024
≡ YUM - Yum! Brands Inc. Add 80.92% 70,000 0.09
≡ HSY - Hershey Co. Add 67.44% 14,500 0.02
≡ MAR - Marriott Int'l. Add 63.64% 14,000 0.03
≡ HCA - HCA Healthcare Inc. Add 45.08% 15,825 0.06
≡ FNV - Franco Nevada Corp. Add 41.02% 100,500 0.11
≡ APD - Air Products & Chemicals Add 36.84% 14,000 0.04
≡ NSP - Insperity Inc. Add 32.58% 17,237 0.01
≡ UBER - Uber Technologies Inc. Add 23.94% 17,000 0.01
≡ OI - O-I Glass Inc. Add 20.77% 140,000 0.02
≡ TMO - Thermo Fisher Scientific Add 20.41% 6,000 0.03
≡ FERG - Ferguson Enterprises Inc. Add 19.86% 14,000 0.02
≡ LAMR - Lamar Advertising Co. Add 18.09% 17,000 0.02
≡ URI - United Rentals Add 17.95% 3,950 0.03
≡ GPK - Graphic Packaging Hldg Co. Add 17.93% 60,000 0.02
≡ UNH - United Health Group Inc. Add 15.61% 3,250 0.02
≡ CABO - Cable ONE Inc. Add 11.62% 6,250 0.02
≡ NKE - NIKE Inc. Add 10.29% 40,000 0.03
≡ VRSK - Verisk Analytics Inc. Add 8.41% 11,250 0.03
≡ LPLA - LPL Financial Holdings Inc. Add 8.01% 38,613 0.08
≡ LIN - Linde plc Add 8.01% 11,500 0.05
≡ FDX - FedEx Corp. Add 7.73% 14,000 0.03
≡ DG - Dollar General Add 6.45% 45,000 0.03
≡ THG - Hanover Insurance Group Add 5.83% 14,000 0.02
≡ SBUX - Starbucks Corp. Add 5.63% 32,000 0.03
≡ ODFL - Old Dominion Freight Line Add 5.55% 15,500 0.03
≡ AON - Aon Plc Add 5.44% 6,200 0.02
≡ CHH - Choice Hotels Int. Inc. Add 4.52% 5,000 0.01
≡ DE - Deere & Co. Add 2.81% 23,750 0.09
≡ CAT - Caterpillar Inc. Add 2.33% 7,250 0.03
≡ MMC - Marsh & McLennan Add 2.26% 16,000 0.03
≡ LOW - Lowe's Cos. Add 2.15% 14,500 0.04
≡ WSO - Watsco Inc. Add 1.97% 11,250 0.05
≡ META - Meta Platforms Inc. Add 1.57% 4,250 0.02
≡ NVR - NVR Inc. Add 1.52% 175 0.02
≡ MSFT - Microsoft Corp. Add 1.48% 7,500 0.03
≡ ROL - Rollins Inc. Add 0.97% 14,000 0.01
≡ TSN - Tyson Foods Add 0.51% 4,000 0.00
≡ ABNB - Airbnb Inc. Buy 19,150 0.02
≡ DPZ - Dominos Pizza Inc. Buy 4,500 0.02
≡ BC - Brunswick Corp. Buy 14,000 0.01
≡ EL - Estee Lauder Cos. Buy 14,000 0.01
Q2  2024
≡ YUM - Yum! Brands Inc. Add 435.55% 70,350 0.09
≡ NSP - Insperity Inc. Add 213.50% 36,030 0.03
≡ APD - Air Products & Chemicals Add 153.33% 23,000 0.06
≡ MAR - Marriott Int'l. Add 144.44% 13,000 0.03
≡ HSY - Hershey Co. Add 126.32% 12,000 0.02
≡ HCA - HCA Healthcare Inc. Add 63.80% 13,673 0.04
≡ ODFL - Old Dominion Freight Line Add 43.33% 84,500 0.15
≡ URI - United Rentals Add 41.94% 6,500 0.04
≡ GPK - Graphic Packaging Hldg Co. Add 38.99% 93,901 0.03
≡ CHH - Choice Hotels Int. Inc. Add 30.77% 26,000 0.03
≡ UNH - United Health Group Inc. Add 29.28% 4,714 0.02
≡ OI - O-I Glass Inc. Add 25.04% 135,000 0.01
≡ FERG - Ferguson Enterprises Inc. Add 22.61% 13,000 0.02
≡ UBER - Uber Technologies Inc. Add 22.41% 13,000 0.01
≡ LAMR - Lamar Advertising Co. Add 22.08% 17,000 0.02
≡ TMO - Thermo Fisher Scientific Add 19.03% 4,700 0.03
≡ CABO - Cable ONE Inc. Add 11.85% 5,700 0.02
≡ KMX - CarMax Inc. Add 10.53% 13,000 0.01
≡ LIN - Linde plc Add 9.13% 12,000 0.05
≡ FDX - FedEx Corp. Add 7.74% 13,000 0.04
≡ LPLA - LPL Financial Holdings Inc. Add 6.05% 27,500 0.08
≡ THG - Hanover Insurance Group Add 5.73% 13,000 0.02
≡ IQV - IQVIA Holdings Inc. Add 5.38% 3,000 0.01
≡ VRSK - Verisk Analytics Inc. Add 5.11% 6,500 0.02
≡ SBUX - Starbucks Corp. Add 4.99% 27,000 0.02
≡ AON - Aon Plc Add 3.54% 3,900 0.01
≡ NKE - NIKE Inc. Add 3.46% 13,000 0.01
≡ DG - Dollar General Add 3.26% 22,000 0.03
≡ DE - Deere & Co. Add 2.62% 21,550 0.08
≡ LOW - Lowe's Cos. Add 1.88% 12,500 0.03
≡ MMC - Marsh & McLennan Add 1.80% 12,500 0.03
≡ NVR - NVR Inc. Add 1.59% 180 0.01
≡ CAT - Caterpillar Inc. Add 1.27% 3,900 0.01
≡ META - Meta Platforms Inc. Add 1.23% 3,300 0.02
≡ TSN - Tyson Foods Add 1.03% 8,000 0.00
≡ SCHW - Charles Schwab Corp. Add 0.96% 13,000 0.01
≡ MSFT - Microsoft Corp. Add 0.92% 4,650 0.02
≡ ROL - Rollins Inc. Add 0.91% 13,000 0.01
≡ WSO - Watsco Inc. Add 0.88% 5,000 0.02
≡ CMCSA - Comcast Corp. Add 0.84% 9,000 0.00
≡ DEO - Diageo ADR Add 0.46% 6,300 0.01
≡ ADI - Analog Devices Add 0.02% 200 0.00
≡ AAPL - Apple Inc. Add 0.01% 100 0.00
≡ FNV - Franco Nevada Corp. Buy 245,000 0.29
≡ SOLV - Solventum Corp Buy 73,437 0.04
≡ ULS - Ul Solutions Inc Class A Buy 36,000 0.01
Q1  2024
≡ FIX - Comfort Systems USA Inc. Add 1200.00% 12,000 0.04
≡ GPK - Graphic Packaging Hldg Co. Add 98.04% 119,223 0.03
≡ URI - United Rentals Add 72.22% 6,500 0.05
≡ HCA - HCA Healthcare Inc. Add 51.56% 7,291 0.02
≡ FERG - Ferguson Enterprises Inc. Add 49.35% 19,000 0.04
≡ UNH - United Health Group Inc. Add 46.36% 5,100 0.03
≡ CHH - Choice Hotels Int. Inc. Add 37.40% 23,000 0.03
≡ UBER - Uber Technologies Inc. Add 28.89% 13,000 0.01
≡ TMO - Thermo Fisher Scientific Add 26.02% 5,100 0.03
≡ LAMR - Lamar Advertising Co. Add 24.19% 15,000 0.02
≡ RNR - RenaissanceRe Holdings Ltd. Add 15.70% 9,500 0.02
≡ OI - O-I Glass Inc. Add 14.92% 70,000 0.01
≡ KMX - CarMax Inc. Add 11.76% 13,000 0.01