Thomas Gayner - Markel Group

History Stock Activity ▼ Share change % change to portfolio
Q4  2019
≡ TRU - TransUnion Add 14.47% 11,000 0.01
≡ WFC - Wells Fargo Add 13.78% 21,200 0.02
≡ LUV - Southwest Airlines Add 12.63% 55,000 0.04
≡ C - Citigroup Inc. Add 11.83% 2,150 0.00
≡ ITW - Illinois Tool Works Add 11.54% 33,000 0.08
≡ CCK - Crown Holdings Add 10.89% 11,000 0.01
≡ PGR - Progressive Corp. Add 10.73% 62,000 0.06
≡ LEN.B - Lennar Corp. CL B Add 10.57% 2,300 0.00
≡ CHH - Choice Hotels Int. Inc. Add 8.56% 16,000 0.02
≡ AMT - American Tower Corp. Add 6.87% 3,100 0.01
≡ DHI - D.R. Horton Add 6.45% 1,900 0.00
≡ HXL - Hexcel Corp. Add 6.36% 11,000 0.01
≡ TSN - Tyson Foods Add 5.65% 19,000 0.02
≡ MCK - McKesson Corp. Add 4.99% 3,000 0.01
≡ ROK - Rockwell Automation Inc. Add 4.09% 5,500 0.02
≡ JPM - JPMorgan Chase & Co. Add 3.09% 6,470 0.01
≡ WSO - Watsco Inc. Add 2.92% 11,000 0.03
≡ ECL - Ecolab Inc. Add 2.85% 8,500 0.02
≡ CG - Carlyle Group Add 2.80% 33,000 0.01
≡ CVS - CVS Health Corp. Add 2.79% 9,000 0.01
≡ SBUX - Starbucks Corp. Add 2.71% 13,700 0.02
≡ SMG - Scotts Miracle-Gro Co. Add 2.68% 11,000 0.02
≡ KKR - KKR & Co. L.P. Add 2.64% 35,100 0.01
≡ WHR - Whirlpool Corp. Add 2.51% 6,440 0.01
≡ MSFT - Microsoft Corp. Add 2.47% 11,420 0.03
≡ MMM - 3M Co. Add 2.47% 5,500 0.01
≡ GS - Goldman Sachs Group Add 2.31% 7,710 0.02
≡ CAT - Caterpillar Inc. Add 2.16% 6,000 0.01
≡ AXP - American Express Add 2.11% 9,950 0.02
≡ LOW - Lowe's Cos. Add 1.93% 11,000 0.02
≡ GOOG - Alphabet Inc. CL C Add 1.74% 46,400 0.04
≡ MA - Mastercard Inc. Add 1.70% 3,450 0.01
≡ MCO - Moody's Corp. Add 1.67% 3,450 0.01
≡ TXN - Texas Instruments Add 1.56% 11,000 0.02
≡ ADI - Analog Devices Add 1.42% 12,000 0.02
≡ BX - Blackstone Group Add 1.41% 17,000 0.01
≡ ROL - Rollins Inc. Add 1.36% 16,500 0.01
≡ BLK - BlackRock Inc. Add 1.29% 2,800 0.02
≡ SCHW - Charles Schwab Corp. Add 1.28% 13,700 0.01
≡ HEI.A - HEICO Corp. CL A Add 0.98% 3,300 0.00
≡ AAPL - Apple Inc. Add 0.96% 11,400 0.01
≡ AN - AutoNation Inc. Add 0.93% 400 0.00
≡ BRK.A - Berkshire Hathaway CL A Add 0.82% 9 0.04
≡ MAR - Marriott Int'l. Add 0.70% 11,000 0.02
≡ AMZN - Amazon.com Inc. Add 0.69% 13,500 0.02
≡ SHAK - Shake Shack Inc. Add 0.67% 200 0.00
≡ DIS - Walt Disney Co. Add 0.62% 11,480 0.02
≡ V - Visa Inc. Add 0.60% 5,650 0.01
≡ META - Meta Platforms Inc. Add 0.56% 800 0.00
≡ BN - Brookfield Corp. Add 0.22% 18,750 0.01
≡ BRK.B - Berkshire Hathaway CL B Add 0.08% 1,200 0.00
≡ DLTR - Dollar Tree Inc. Add 0.08% 100 0.00
≡ FDS - FactSet Research Systems Add 0.06% 70 0.00
≡ OI - O-I Glass Inc. Buy 350,000 0.06
≡ IAC - IAC Inc. Buy 1,150 0.00
≡ WBA - Walgreens Boots Alliance Reduce 4.32% 93,000 0.08
≡ DISCA-OLD - Discovery Inc. OLD Reduce 82.72% 560,000 0.24
Q3  2019
≡ BALL - Ball Corp. Add 933.33% 28,000 0.03
≡ BUD - Anheuser-Busch InBev Add 333.33% 10,000 0.02
≡ TRUP - Trupanion Inc. Add 208.00% 52,000 0.02
≡ BK - Bank of New York Mellon Corp. Add 157.50% 126,000 0.09
≡ DHI - D.R. Horton Add 148.35% 17,590 0.01
≡ WFC - Wells Fargo Add 127.51% 86,200 0.07
≡ HCSG - Healthcare Services Group Add 87.47% 185,000 0.07
≡ MHK - Mohawk Industries Add 55.47% 76,000 0.14
≡ EFX - Equifax Inc. Add 44.44% 26,000 0.06
≡ MCK - McKesson Corp. Add 39.44% 17,000 0.03
≡ CCK - Crown Holdings Add 34.67% 26,000 0.03
≡ NVR - NVR Inc. Add 29.44% 1,650 0.09
≡ IFF - International Flavors & Fragrances Inc. Add 27.07% 18,000 0.03
≡ AMT - American Tower Corp. Add 27.04% 9,600 0.03
≡ TRU - TransUnion Add 26.67% 16,000 0.02
≡ LUV - Southwest Airlines Add 22.33% 79,500 0.07
≡ DAL - Delta Air Lines Inc. Add 21.07% 63,000 0.06
≡ LEN - Lennar Corp. Add 20.41% 1,000 0.00
≡ CVS - CVS Health Corp. Add 17.45% 48,000 0.05
≡ ITW - Illinois Tool Works Add 13.94% 35,000 0.08
≡ C - Citigroup Inc. Add 13.07% 2,100 0.00
≡ GS - Goldman Sachs Group Add 12.30% 36,590 0.11
≡ JPM - JPMorgan Chase & Co. Add 10.96% 20,660 0.04
≡ CHH - Choice Hotels Int. Inc. Add 10.32% 17,500 0.02
≡ HXL - Hexcel Corp. Add 8.81% 14,000 0.02
≡ SMG - Scotts Miracle-Gro Co. Add 8.73% 33,000 0.05
≡ TSN - Tyson Foods Add 8.20% 25,500 0.03
≡ WHR - Whirlpool Corp. Add 7.91% 18,780 0.04
≡ PGR - Progressive Corp. Add 7.43% 40,000 0.05
≡ MMM - 3M Co. Add 7.21% 15,000 0.04
≡ ATVI - Activision Blizzard Inc. Add 6.85% 18,000 0.01
≡ WSO - Watsco Inc. Add 5.76% 20,500 0.05
≡ ROK - Rockwell Automation Inc. Add 5.32% 6,800 0.02
≡ ECL - Ecolab Inc. Add 4.93% 14,000 0.04
≡ AXP - American Express Add 4.50% 20,300 0.04
≡ MA - Mastercard Inc. Add 4.01% 7,800 0.03
≡ TXN - Texas Instruments Add 3.91% 26,500 0.05
≡ ADI - Analog Devices Add 3.81% 31,000 0.05
≡ MSFT - Microsoft Corp. Add 3.76% 16,800 0.04
≡ HEI.A - HEICO Corp. Add 3.74% 12,199 0.02
≡ GOOG - Alphabet Inc. CL C Add 3.27% 84,300 0.08
≡ SBUX - Starbucks Corp. Add 3.17% 15,550 0.02
≡ AMZN - Amazon.com Inc. Add 2.69% 51,000 0.07