Thomas Gayner - Markel Group

History Stock Activity ▼ Share change % change to portfolio
Q2  2023
≡ DIS - Walt Disney Co. Add 0.10% 2,000 0.00
≡ OI - O-I Glass Inc. Add 0.02% 100 0.00
≡ BUD - Anheuser-Busch InBev Buy 9,000 0.01
≡ CHH - Choice Hotels Int. Inc. Buy 5,000 0.01
≡ UBER - Uber Technologies Inc. Buy 7,000 0.00
≡ BAM - Brookfield Asset Management Reduce 0.00% 5 0.00
≡ SRCL - Stericycle Inc. Reduce 0.35% 2,371 0.00
≡ HCSG - Healthcare Services Group Reduce 39.37% 200,000 0.03
≡ SEIC - SEI Investments Reduce 70.60% 416,000 0.29
≡ ESAB - ESAB Corp. Sell 100.00% 348,356 0.26
≡ MRVL - Marvell Technology Inc. Sell 100.00% 160,000 0.09
≡ PYPL - PayPal Holdings Inc. Sell 100.00% 59,877 0.06
Q1  2023
≡ LPLA - LPL Financial Holdings Inc. Add 633.68% 16,989 0.04
≡ COF - Capital One Financial Add 513.33% 38,500 0.05
≡ TGT - Target Corp. Add 313.33% 23,500 0.05
≡ ICE - Intercontinental Exchange Inc. Add 87.25% 15,412 0.02
≡ RNR - RenaissanceRe Holdings Ltd. Add 71.43% 10,000 0.02
≡ KMX - CarMax Inc. Add 60.00% 21,000 0.02
≡ EMN - Eastman Chemical Add 53.93% 17,500 0.02
≡ DG - Dollar General Add 50.74% 94,000 0.25
≡ GOOGL - Alphabet Inc. Add 42.90% 160,000 0.21
≡ CE - Celanese Corp. Add 37.12% 17,000 0.02
≡ ODFL - Old Dominion Freight Line Add 34.67% 26,000 0.06
≡ EA - Electronic Arts Add 32.89% 20,000 0.03
≡ DNB - Dun & Bradstreet Add 23.08% 15,000 0.00
≡ PYPL - PayPal Holdings Inc. Add 22.92% 11,164 0.01
≡ SMG - Scotts Miracle-Gro Co. Add 15.86% 20,500 0.02
≡ THG - Hanover Insurance Group Add 14.05% 17,000 0.03
≡ CBRL - Cracker Barrel Old Cntry Store Add 13.40% 13,000 0.02
≡ WTW - Willis Towers Watson plc Add 13.29% 1,012 0.00
≡ FDX - FedEx Corp. Add 12.15% 13,000 0.04
≡ VNT - Vontier Corp. Add 12.01% 11,882 0.00
≡ AON - Aon Plc Add 8.12% 6,500 0.03
≡ CMCSA - Comcast Corp. Add 8.08% 75,144 0.04
≡ VRSK - Verisk Analytics Inc. Add 6.77% 6,500 0.02
≡ TSN - Tyson Foods Add 6.72% 26,000 0.02
≡ LIN - Linde plc Add 6.61% 6,500 0.03
≡ META - Meta Platforms Inc. Add 6.26% 14,264 0.04
≡ WSO - Watsco Inc. Add 5.70% 28,500 0.12
≡ CCK - Crown Holdings Add 5.62% 10,000 0.01
≡ SONY - Sony Group Corp. Add 5.49% 5,472 0.01
≡ ATVI - Activision Blizzard Inc. Add 4.83% 30,000 0.03
≡ HEI.A - HEICO Corp. CL A Add 4.51% 16,000 0.03
≡ SCHW - Charles Schwab Corp. Add 2.76% 31,372 0.02
≡ NVR - NVR Inc. Add 2.34% 235 0.02
≡ LOW - Lowe's Cos. Add 2.14% 13,000 0.03
≡ MMM - 3M Co. Add 2.09% 6,000 0.01
≡ ROL - Rollins Inc. Add 1.81% 23,500 0.01
≡ MMC - Marsh & McLennan Add 1.56% 10,000 0.02
≡ DIS - Walt Disney Co. Add 0.65% 13,000 0.02
≡ ADI - Analog Devices Add 0.63% 7,000 0.02
≡ AMZN - Amazon.com Inc. Add 0.58% 11,500 0.02
≡ V - Visa Inc. Add 0.11% 1,059 0.00
≡ IQV - IQVIA Holdings Inc. Buy 14,659 0.04
≡ SKWD - Skyward Specialty Insurance Buy 60,064 0.02
≡ ESAB - ESAB Corp. Reduce 7.93% 30,001 0.02
≡ HCSG - Healthcare Services Group Reduce 57.68% 692,500 0.12
≡ REGN - Regeneron Pharmaceuticals Sell 100.00% 30,500 0.30
≡ NFLX - Netflix Inc. Sell 100.00% 43,000 0.17
≡ ENOV - Enovis Corp. Sell 100.00% 178,356 0.13
≡ AXTA - Axalta Coating Systems Ltd. Sell 100.00% 28,442 0.01
≡ DCT-OLD - Duck Creek Technologies Sell 100.00% 25,250 0.00
Q4  2022
≡ RNR - RenaissanceRe Holdings Ltd. Add 600.00% 12,000 0.03
≡ LMT - Lockheed Martin Corp. Add 418.85% 45,500 0.30
≡ CE - Celanese Corp. Add 172.62% 29,000 0.04
≡ CABO - Cable ONE Inc. Add 128.21% 15,000 0.14
≡ SMG - Scotts Miracle-Gro Co. Add 124.76% 71,735 0.04
≡ ODFL - Old Dominion Freight Line Add 92.31% 36,000 0.07
≡ EMN - Eastman Chemical Add 85.96% 15,000 0.02
≡ CCK - Crown Holdings Add 47.11% 57,000 0.06
≡ PYPL - PayPal Holdings Inc. Add 40.80% 14,116 0.01
≡ ATVI - Activision Blizzard Inc. Add 36.82% 167,000 0.17
≡ IT - Gartner Inc. Add 26.67% 1,200 0.01
≡ SONY - Sony Group Corp. Add 25.19% 20,053 0.02
≡ EFX - Equifax Inc. Add 23.99% 17,000 0.04
≡ MRVL - Marvell Technology Inc. Add 23.08% 30,000 0.02
≡ FDX - FedEx Corp. Add 22.29% 19,500 0.05
≡ DCT-OLD - Duck Creek Technologies Add 18.82% 4,000 0.00
≡ THG - Hanover Insurance Group Add 18.63% 19,000 0.03
≡ WTW - Willis Towers Watson plc Add 17.03% 1,108 0.00
≡ META - Meta Platforms Inc. Add 15.29% 30,236 0.05
≡ VNT - Vontier Corp. Add 14.41% 12,462 0.00
≡ CMCSA - Comcast Corp. Add 12.55% 103,763 0.05
≡ CBRL - Cracker Barrel Old Cntry Store Add 12.14% 10,500 0.01
≡ SHOP - Shopify Inc. Add 10.78% 10,000 0.00
≡ ICE - Intercontinental Exchange Inc. Add 9.24% 1,494 0.00
≡ DG - Dollar General Add 8.81% 15,000 0.05
≡ BALL - Ball Corp. Add 8.51% 4,000 0.00
≡ WSO - Watsco Inc. Add 8.22% 38,000 0.13
≡ AON - Aon Plc Add 8.10% 6,000 0.02
≡ MMM - 3M Co. Add 6.67% 18,000 0.03
≡ VRSK - Verisk Analytics Inc. Add 6.67% 6,000 0.01
≡ SEIC - SEI Investments Add 5.36% 30,000 0.02
≡ TMO - Thermo Fisher Scientific Add 5.13% 400 0.00
≡ GOOGL - Alphabet Inc. Add 4.63% 16,500 0.02
≡ LIN - Linde plc Add 4.24% 4,000 0.02
≡ HEI.A - HEICO Corp. CL A Add 3.35% 11,500 0.02
≡ NVR - NVR Inc. Add 2.45% 240 0.01
≡ TRU - TransUnion Add 2.02% 2,000 0.00
≡ WFC - Wells Fargo Add 2.00% 4,000 0.00