Thomas Gayner - Markel Group

History Stock Activity ▼ Share change % change to portfolio
Q4  2024
≡ CMCSA - Comcast Corp. Reduce 11.04% 119,361 0.04
≡ CABO - Cable ONE Inc. Reduce 15.24% 9,150 0.03
≡ WHR - Whirlpool Corp. Sell 100.00% 157,619 0.15
≡ AMT - American Tower Corp. Sell 100.00% 51,910 0.11
≡ DNB - Dun & Bradstreet Sell 100.00% 115,000 0.01
≡ SOLV - Solventum Corp Sell 100.00% 750 0.00
Q3  2024
≡ SCHW - Charles Schwab Corp. Reduce 1.17% 15,966 0.01
≡ EFX - Equifax Inc. Reduce 25.55% 25,000 0.07
≡ WHR - Whirlpool Corp. Reduce 44.12% 124,430 0.12
≡ SOLV - Solventum Corp Reduce 98.98% 72,687 0.00
≡ EA - Electronic Arts Sell 100.00% 49,800 0.07
≡ CBRL - Cracker Barrel Old Cntry Store Sell 100.00% 111,000 0.05
≡ CVS - CVS Health Corp. Sell 100.00% 47,000 0.03
≡ BNT - Brookfield Wealth Solutions Ltd Sell 100.00% 60,101 0.02
≡ HGTY.WS - Hagerty Inc. WTS Sell 100.00% 540,000 0.01
≡ ULS - Ul Solutions Inc Class A Sell 100.00% 36,000 0.01
Q2  2024
≡ EA - Electronic Arts Reduce 38.37% 31,000 0.04
≡ CVS - CVS Health Corp. Reduce 85.84% 285,000 0.18
≡ SRCL-OLD - Stericycle Inc. Sell 100.00% 38,000 0.02
Q1  2024
≡ SRCL-OLD - Stericycle Inc. Reduce 94.32% 630,700 0.33
≡ IFF - International Flavors & Fragrances Inc. Sell 100.00% 23,000 0.02
Q4  2023
≡ BK - Bank of New York Mellon Corp. Reduce 66.74% 243,750 0.14
≡ ICE - Intercontinental Exchange Inc. Reduce 84.52% 27,957 0.05
≡ ATVI - Activision Blizzard Inc. Sell 100.00% 650,600 0.74
≡ LBRDA - Liberty Broadband Corp. CL A Sell 100.00% 196,750 0.22
≡ LBRDK - Liberty Broadband Corp. CL C Sell 100.00% 149,859 0.17
≡ LLYVA - Liberty Media Corp. Series A Live Sell 100.00% 98,000 0.04
≡ VNT - Vontier Corp. Sell 100.00% 110,853 0.04
≡ LBTYA - Liberty Global Ltd CL A Sell 100.00% 168,000 0.03
≡ LLYVK - Liberty Media Corp. Series C Live Sell 100.00% 80,000 0.03
Q3  2023
≡ LBRDA - Liberty Broadband Corp. CL A Reduce 4.14% 8,500 0.01
≡ LBTYA - Liberty Global Ltd CL A Reduce 6.15% 11,000 0.00
≡ LBRDK - Liberty Broadband Corp. CL C Reduce 12.93% 22,254 0.03
≡ SONY - Sony Group Corp. Reduce 41.74% 239,980 0.05
≡ LSXMK - Liberty SiriusXM Series C Sell 100.00% 522,000 0.20
≡ LSXMA - Liberty SiriusXM Series A Sell 100.00% 426,000 0.17
≡ HCSG - Healthcare Services Group Sell 100.00% 308,000 0.05
≡ SKWD - Skyward Specialty Insurance Sell 100.00% 60,064 0.02
Q2  2023
≡ BAM - Brookfield Asset Management Reduce 0.00% 5 0.00
≡ SRCL-OLD - 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
≡ 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
≡ ENOV - Enovis Corp. Reduce 52.86% 200,000 0.15
≡ REGN - Regeneron Pharmaceuticals Reduce 62.02% 49,800 0.49
≡ TPL - Texas Pacific Land Corp. Sell 100.00% 23,700 0.21
≡ TRUP - Trupanion Inc. Sell 100.00% 21,377 0.02
≡ UA - Under Armour CL C Sell 100.00% 38,691 0.00
Q3  2022
≡ TRUP - Trupanion Inc. Reduce 83.98% 112,023 0.10
≡ MTSI - MACOM Technology Solutions Hldg Sell 100.00% 69,000 0.05
Q2  2022
≡ ENOV - Enovis Corp. Reduce 0.00% 1 0.00
≡ ECL - Ecolab Inc. Reduce 11.32% 35,000 0.08
≡ EFX - Equifax Inc. Reduce 44.43% 55,600 0.14
≡ Y-OLD - Alleghany Corp. Sell 100.00% 4,328 0.04
Q1  2022
≡ MHK - Mohawk Industries Sell 100.00% 221,000 0.46
≡ ALB - Albemarle Corp. Sell 100.00% 76,000 0.20
≡ MCHP - Microchip Technology Sell 100.00% 112,000 0.11
≡ SHAK - Shake Shack Inc. Sell 100.00% 30,600 0.03
Q4  2021
≡ IFF - International Flavors & Fragrances Inc. Reduce 71.78% 58,500 0.10
≡ C - Citigroup Inc. Sell 100.00% 21,020 0.02
≡ ILMN - Illumina Inc. Sell 100.00% 4,000 0.02
≡ CRM - Salesforce.com Sell 100.00% 1,753 0.01
≡ DHI - D.R. Horton Sell 100.00% 13,999 0.01
≡ LEN.B - Lennar Corp. CL B Sell 100.00% 13,000 0.01
≡ MTCH - Match Group Inc. Sell 100.00% 3,560 0.01
≡ PYPL - PayPal Holdings Inc. Sell 100.00% 1,830 0.01
≡ TWTR-OLD - Twitter Inc. Sell 100.00% 10,500 0.01
≡ IAC - IAC Inc. Sell 100.00% 2,454 0.00
≡ ROP - Roper Technologies Inc. Sell 100.00% 820 0.00
Q3  2021
≡ BN - Brookfield Corp. Reduce 0.68% 60,102 0.04
≡ IFF - International Flavors & Fragrances Inc. Reduce 47.76% 74,500 0.13
≡ MXIM - Maxim Integrated Products Sell 100.00% 252,000 0.34
≡ NFLX - Netflix Inc. Sell 100.00% 430 0.00
≡ WIX - Wix.com Ltd. Sell 100.00% 1,200 0.00
Q2  2021
≡ EA - Electronic Arts Sell 100.00% 126,100 0.24
Q1  2021
≡ ADM - Archer-Daniels-Midland Reduce 1.01% 15,000 0.01
≡ MCHP - Microchip Technology Reduce 65.64% 214,000 0.23
≡ OI - O-I Glass Inc. Reduce 74.68% 354,000 0.06
≡ GWRE - Guidewire Software Inc. Sell 100.00% 13,000 0.02
Q4  2020
≡ MTCH - Match Group Inc. Reduce 0.03% 1 0.00
≡ AAPL - Apple Inc. Reduce 0.33% 4,000 0.01
≡ JPM - JPMorgan Chase & Co. Reduce 0.37% 800 0.00
≡ C - Citigroup Inc. Reduce 8.84% 2,000 0.00
≡ MHK - Mohawk Industries Reduce 25.08% 74,000 0.15
Q3  2020
≡ IAC - IAC Inc. Sell 100.00% 1,650 0.01
Q2  2020
≡ BN - Brookfield Corp. Reduce 0.00% 1 0.00
≡ DE - Deere & Co. Reduce 24.86% 250,100 0.73
≡ LEN.B - Lennar Corp. CL B Reduce 49.42% 12,700 0.01
≡ DHI - D.R. Horton Reduce 57.12% 18,648 0.01
≡ KMX - CarMax Inc. Sell 100.00% 4,913,070 4.97
≡ MAR - Marriott Int'l. Sell 100.00% 1,592,769 2.24