Thomas Gayner - Markel Group
| History | Stock | Activity ▲ | Share change | % change to portfolio |
| 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 | ≡ | MMC - Marsh & McLennan | Add 1.80% | 12,500 | 0.03 | ≡ | LOW - Lowe's Cos. | Add 1.88% | 12,500 | 0.03 | ≡ | DE - Deere & Co. | Add 2.62% | 21,550 | 0.08 | ≡ | DG - Dollar General | Add 3.26% | 22,000 | 0.03 | ≡ | NKE - NIKE Inc. | Add 3.46% | 13,000 | 0.01 | ≡ | AON - Aon Plc | Add 3.54% | 3,900 | 0.01 | ≡ | SBUX - Starbucks Corp. | Add 4.99% | 27,000 | 0.02 | ≡ | VRSK - Verisk Analytics Inc. | Add 5.11% | 6,500 | 0.02 | ≡ | IQV - IQVIA Holdings Inc. | Add 5.38% | 3,000 | 0.01 | ≡ | THG - Hanover Insurance Group | Add 5.73% | 13,000 | 0.02 | ≡ | LPLA - LPL Financial Holdings Inc. | Add 6.05% | 27,500 | 0.08 | ≡ | FDX - FedEx Corp. | Add 7.74% | 13,000 | 0.04 | ≡ | LIN - Linde plc | Add 9.13% | 12,000 | 0.05 | ≡ | KMX - CarMax Inc. | Add 10.53% | 13,000 | 0.01 | ≡ | CABO - Cable ONE Inc. | Add 11.85% | 5,700 | 0.02 | ≡ | TMO - Thermo Fisher Scientific | Add 19.03% | 4,700 | 0.03 | ≡ | LAMR - Lamar Advertising Co. | Add 22.08% | 17,000 | 0.02 | ≡ | UBER - Uber Technologies Inc. | Add 22.41% | 13,000 | 0.01 | ≡ | FERG - Ferguson Enterprises Inc. | Add 22.61% | 13,000 | 0.02 | ≡ | OI - O-I Glass Inc. | Add 25.04% | 135,000 | 0.01 | ≡ | UNH - United Health Group Inc. | Add 29.28% | 4,714 | 0.02 | ≡ | CHH - Choice Hotels Int. Inc. | Add 30.77% | 26,000 | 0.03 | ≡ | GPK - Graphic Packaging Hldg Co. | Add 38.99% | 93,901 | 0.03 | ≡ | URI - United Rentals | Add 41.94% | 6,500 | 0.04 | ≡ | ODFL - Old Dominion Freight Line | Add 43.33% | 84,500 | 0.15 | ≡ | HCA - HCA Healthcare Inc. | Add 63.80% | 13,673 | 0.04 | ≡ | HSY - Hershey Co. | Add 126.32% | 12,000 | 0.02 | ≡ | MAR - Marriott Int'l. | Add 144.44% | 13,000 | 0.03 | ≡ | APD - Air Products & Chemicals | Add 153.33% | 23,000 | 0.06 | ≡ | NSP - Insperity Inc. | Add 213.50% | 36,030 | 0.03 | ≡ | YUM - Yum! Brands Inc. | Add 435.55% | 70,350 | 0.09 | ≡ | ULS - Ul Solutions Inc Class A | Buy | 36,000 | 0.01 | ≡ | SOLV - Solventum Corp | Buy | 73,437 | 0.04 | ≡ | FNV - Franco Nevada Corp. | Buy | 245,000 | 0.29 |
| Q1 2024 | ≡ | AAPL - Apple Inc. | Add 0.11% | 1,300 | 0.00 | ≡ | ADI - Analog Devices | Add 0.30% | 3,500 | 0.01 | ≡ | DEO - Diageo ADR | Add 0.42% | 5,700 | 0.01 | ≡ | MSFT - Microsoft Corp. | Add 0.87% | 4,350 | 0.02 | ≡ | LOW - Lowe's Cos. | Add 0.99% | 6,500 | 0.02 | ≡ | CMCSA - Comcast Corp. | Add 1.08% | 11,500 | 0.00 | ≡ | META - Meta Platforms Inc. | Add 1.13% | 3,000 | 0.01 | ≡ | ROL - Rollins Inc. | Add 1.35% | 19,000 | 0.01 | ≡ | MMC - Marsh & McLennan | Add 1.39% | 9,500 | 0.02 | ≡ | SCHW - Charles Schwab Corp. | Add 1.42% | 19,000 | 0.01 | ≡ | CAT - Caterpillar Inc. | Add 1.48% | 4,500 | 0.02 | ≡ | SBUX - Starbucks Corp. | Add 1.69% | 9,000 | 0.01 | ≡ | WSO - Watsco Inc. | Add 1.71% | 9,500 | 0.04 |