Thomas Gayner - Markel Group

History Stock Activity ▼ Share change % change to portfolio
Q4  2024
≡ ABNB - Airbnb Inc. Add 502.14% 96,160 0.11
≡ NSP - Insperity Inc. Add 87.80% 61,585 0.04
≡ FNV - Franco Nevada Corp. Add 39.87% 137,750 0.14
≡ YUM - Yum! Brands Inc. Add 31.31% 49,000 0.06
≡ MAR - Marriott Int'l. Add 30.56% 11,000 0.03
≡ FERG - Ferguson Enterprises Inc. Add 25.44% 21,500 0.03
≡ HSY - Hershey Co. Add 25.00% 9,000 0.01
≡ APD - Air Products & Chemicals Add 24.04% 12,500 0.03
≡ UBER - Uber Technologies Inc. Add 23.86% 21,000 0.01
≡ DPZ - Dominos Pizza Inc. Add 22.22% 1,000 0.00
≡ TMO - Thermo Fisher Scientific Add 16.10% 5,700 0.03
≡ URI - United Rentals Add 14.26% 3,700 0.02
≡ DG - Dollar General Add 12.60% 93,500 0.06
≡ LAMR - Lamar Advertising Co. Add 11.71% 13,000 0.01
≡ HCA - HCA Healthcare Inc. Add 11.09% 5,650 0.01
≡ UNH - United Health Group Inc. Add 11.01% 2,650 0.01
≡ LIN - Linde plc Add 8.39% 13,000 0.05
≡ GPK - Graphic Packaging Hldg Co. Add 8.23% 32,500 0.01
≡ VRSK - Verisk Analytics Inc. Add 7.59% 11,000 0.03
≡ BC - Brunswick Corp. Add 7.14% 1,000 0.00
≡ EL - Estee Lauder Cos. Add 7.14% 1,000 0.00
≡ FDX - FedEx Corp. Add 5.90% 11,500 0.03
≡ THG - Hanover Insurance Group Add 5.12% 13,000 0.02
≡ AON - Aon Plc Add 5.04% 6,050 0.02
≡ CE - Celanese Corp. Add 4.50% 3,500 0.00
≡ HGTY - Hagerty Inc. Add 3.60% 108,000 0.01
≡ SBUX - Starbucks Corp. Add 2.83% 17,000 0.01
≡ LPLA - LPL Financial Holdings Inc. Add 2.31% 12,000 0.03
≡ ODFL - Old Dominion Freight Line Add 1.93% 5,700 0.01
≡ CAT - Caterpillar Inc. Add 1.90% 6,050 0.02
≡ MMC - Marsh & McLennan Add 1.80% 13,000 0.02
≡ LOW - Lowe's Cos. Add 1.59% 11,000 0.02
≡ WSO - Watsco Inc. Add 1.37% 8,000 0.03
≡ OI - O-I Glass Inc. Add 1.23% 10,000 0.00
≡ META - Meta Platforms Inc. Add 1.14% 3,150 0.02
≡ TSN - Tyson Foods Add 1.14% 9,000 0.00
≡ SCHW - Charles Schwab Corp. Add 0.96% 13,000 0.01
≡ NVR - NVR Inc. Add 0.94% 110 0.01
≡ MSFT - Microsoft Corp. Add 0.87% 4,500 0.02
≡ NKE - NIKE Inc. Add 0.82% 3,500 0.00
≡ ADM - Archer-Daniels-Midland Add 0.75% 11,000 0.00
≡ DE - Deere & Co. Add 0.67% 5,850 0.02
≡ ROL - Rollins Inc. Add 0.62% 9,000 0.00
≡ 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
≡ 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