Thomas Gayner - Markel Group
| History | Stock | Activity ▲ | Share change | % change to portfolio |
| Q4 2024 | ≡ | ROL - Rollins Inc. | Add 0.62% | 9,000 | 0.00 | ≡ | DE - Deere & Co. | Add 0.67% | 5,850 | 0.02 | ≡ | ADM - Archer-Daniels-Midland | Add 0.75% | 11,000 | 0.00 | ≡ | NKE - NIKE Inc. | Add 0.82% | 3,500 | 0.00 | ≡ | MSFT - Microsoft Corp. | Add 0.87% | 4,500 | 0.02 | ≡ | NVR - NVR Inc. | Add 0.94% | 110 | 0.01 | ≡ | SCHW - Charles Schwab Corp. | Add 0.96% | 13,000 | 0.01 | ≡ | TSN - Tyson Foods | Add 1.14% | 9,000 | 0.00 | ≡ | META - Meta Platforms Inc. | Add 1.14% | 3,150 | 0.02 | ≡ | OI - O-I Glass Inc. | Add 1.23% | 10,000 | 0.00 | ≡ | WSO - Watsco Inc. | Add 1.37% | 8,000 | 0.03 | ≡ | LOW - Lowe's Cos. | Add 1.59% | 11,000 | 0.02 | ≡ | MMC - Marsh & McLennan | Add 1.80% | 13,000 | 0.02 | ≡ | CAT - Caterpillar Inc. | Add 1.90% | 6,050 | 0.02 | ≡ | ODFL - Old Dominion Freight Line | Add 1.93% | 5,700 | 0.01 | ≡ | LPLA - LPL Financial Holdings Inc. | Add 2.31% | 12,000 | 0.03 | ≡ | SBUX - Starbucks Corp. | Add 2.83% | 17,000 | 0.01 | ≡ | HGTY - Hagerty Inc. | Add 3.60% | 108,000 | 0.01 | ≡ | CE - Celanese Corp. | Add 4.50% | 3,500 | 0.00 | ≡ | AON - Aon Plc | Add 5.04% | 6,050 | 0.02 | ≡ | THG - Hanover Insurance Group | Add 5.12% | 13,000 | 0.02 | ≡ | FDX - FedEx Corp. | Add 5.90% | 11,500 | 0.03 | ≡ | BC - Brunswick Corp. | Add 7.14% | 1,000 | 0.00 | ≡ | EL - Estee Lauder Cos. | Add 7.14% | 1,000 | 0.00 | ≡ | VRSK - Verisk Analytics Inc. | Add 7.59% | 11,000 | 0.03 | ≡ | GPK - Graphic Packaging Hldg Co. | Add 8.23% | 32,500 | 0.01 | ≡ | LIN - Linde plc | Add 8.39% | 13,000 | 0.05 | ≡ | UNH - United Health Group Inc. | Add 11.01% | 2,650 | 0.01 | ≡ | HCA - HCA Healthcare Inc. | Add 11.09% | 5,650 | 0.01 | ≡ | LAMR - Lamar Advertising Co. | Add 11.71% | 13,000 | 0.01 | ≡ | DG - Dollar General | Add 12.60% | 93,500 | 0.06 | ≡ | URI - United Rentals | Add 14.26% | 3,700 | 0.02 | ≡ | TMO - Thermo Fisher Scientific | Add 16.10% | 5,700 | 0.03 | ≡ | DPZ - Dominos Pizza Inc. | Add 22.22% | 1,000 | 0.00 | ≡ | UBER - Uber Technologies Inc. | Add 23.86% | 21,000 | 0.01 | ≡ | APD - Air Products & Chemicals | Add 24.04% | 12,500 | 0.03 | ≡ | HSY - Hershey Co. | Add 25.00% | 9,000 | 0.01 | ≡ | FERG - Ferguson Enterprises Inc. | Add 25.44% | 21,500 | 0.03 | ≡ | MAR - Marriott Int'l. | Add 30.56% | 11,000 | 0.03 | ≡ | YUM - Yum! Brands Inc. | Add 31.31% | 49,000 | 0.06 | ≡ | FNV - Franco Nevada Corp. | Add 39.87% | 137,750 | 0.14 | ≡ | NSP - Insperity Inc. | Add 87.80% | 61,585 | 0.04 | ≡ | ABNB - Airbnb Inc. | Add 502.14% | 96,160 | 0.11 | ≡ | AYI - Acuity Brands Inc. | Buy | 3,000 | 0.01 | ≡ | CME - CME Group | Buy | 3,000 | 0.01 | ≡ | HII - Huntington Ingalls Industries | Buy | 4,000 | 0.01 | ≡ | MGM - MGM Resorts International | Buy | 40,000 | 0.01 |
| Q3 2024 | ≡ | TSN - Tyson Foods | Add 0.51% | 4,000 | 0.00 | ≡ | ROL - Rollins Inc. | Add 0.97% | 14,000 | 0.01 | ≡ | MSFT - Microsoft Corp. | Add 1.48% | 7,500 | 0.03 | ≡ | NVR - NVR Inc. | Add 1.52% | 175 | 0.02 | ≡ | META - Meta Platforms Inc. | Add 1.57% | 4,250 | 0.02 | ≡ | WSO - Watsco Inc. | Add 1.97% | 11,250 | 0.05 | ≡ | LOW - Lowe's Cos. | Add 2.15% | 14,500 | 0.04 | ≡ | MMC - Marsh & McLennan | Add 2.26% | 16,000 | 0.03 | ≡ | CAT - Caterpillar Inc. | Add 2.33% | 7,250 | 0.03 | ≡ | DE - Deere & Co. | Add 2.81% | 23,750 | 0.09 | ≡ | CHH - Choice Hotels Int. Inc. | Add 4.52% | 5,000 | 0.01 | ≡ | AON - Aon Plc | Add 5.44% | 6,200 | 0.02 | ≡ | ODFL - Old Dominion Freight Line | Add 5.55% | 15,500 | 0.03 | ≡ | SBUX - Starbucks Corp. | Add 5.63% | 32,000 | 0.03 | ≡ | THG - Hanover Insurance Group | Add 5.83% | 14,000 | 0.02 | ≡ | DG - Dollar General | Add 6.45% | 45,000 | 0.03 | ≡ | FDX - FedEx Corp. | Add 7.73% | 14,000 | 0.03 | ≡ | LIN - Linde plc | Add 8.01% | 11,500 | 0.05 | ≡ | LPLA - LPL Financial Holdings Inc. | Add 8.01% | 38,613 | 0.08 | ≡ | VRSK - Verisk Analytics Inc. | Add 8.41% | 11,250 | 0.03 | ≡ | NKE - NIKE Inc. | Add 10.29% | 40,000 | 0.03 | ≡ | CABO - Cable ONE Inc. | Add 11.62% | 6,250 | 0.02 | ≡ | UNH - United Health Group Inc. | Add 15.61% | 3,250 | 0.02 | ≡ | GPK - Graphic Packaging Hldg Co. | Add 17.93% | 60,000 | 0.02 | ≡ | URI - United Rentals | Add 17.95% | 3,950 | 0.03 | ≡ | LAMR - Lamar Advertising Co. | Add 18.09% | 17,000 | 0.02 | ≡ | FERG - Ferguson Enterprises Inc. | Add 19.86% | 14,000 | 0.02 | ≡ | TMO - Thermo Fisher Scientific | Add 20.41% | 6,000 | 0.03 | ≡ | OI - O-I Glass Inc. | Add 20.77% | 140,000 | 0.02 | ≡ | UBER - Uber Technologies Inc. | Add 23.94% | 17,000 | 0.01 | ≡ | NSP - Insperity Inc. | Add 32.58% | 17,237 | 0.01 | ≡ | APD - Air Products & Chemicals | Add 36.84% | 14,000 | 0.04 | ≡ | FNV - Franco Nevada Corp. | Add 41.02% | 100,500 | 0.11 | ≡ | HCA - HCA Healthcare Inc. | Add 45.08% | 15,825 | 0.06 | ≡ | MAR - Marriott Int'l. | Add 63.64% | 14,000 | 0.03 | ≡ | HSY - Hershey Co. | Add 67.44% | 14,500 | 0.02 | ≡ | YUM - Yum! Brands Inc. | Add 80.92% | 70,000 | 0.09 | ≡ | BC - Brunswick Corp. | Buy | 14,000 | 0.01 | ≡ | EL - Estee Lauder Cos. | Buy | 14,000 | 0.01 | ≡ | ABNB - Airbnb Inc. | Buy | 19,150 | 0.02 | ≡ | DPZ - Dominos Pizza Inc. | Buy | 4,500 | 0.02 |
| Q2 2024 | ≡ | AAPL - Apple Inc. | Add 0.01% | 100 | 0.00 | ≡ | ADI - Analog Devices | Add 0.02% | 200 | 0.00 | ≡ | DEO - Diageo ADR | Add 0.46% | 6,300 | 0.01 | ≡ | CMCSA - Comcast Corp. | Add 0.84% | 9,000 | 0.00 | ≡ | WSO - Watsco Inc. | Add 0.88% | 5,000 | 0.02 | ≡ | ROL - Rollins Inc. | Add 0.91% | 13,000 | 0.01 | ≡ | MSFT - Microsoft Corp. | Add 0.92% | 4,650 | 0.02 | ≡ | SCHW - Charles Schwab Corp. | Add 0.96% | 13,000 | 0.01 | ≡ | TSN - Tyson Foods | Add 1.03% | 8,000 | 0.00 | ≡ | META - Meta Platforms Inc. | Add 1.23% | 3,300 | 0.02 | ≡ | CAT - Caterpillar Inc. | Add 1.27% | 3,900 | 0.01 | ≡ | NVR - NVR Inc. | Add 1.59% | 180 | 0.01 |