Thomas Gayner - Markel Group
History | Stock | Activity ▼ | Share change | % change to portfolio |
Q1  2014 | ≡ | GD - General Dynamics | Reduce 2.86% | 11,400 | 0.04 | ≡ | MAR - Marriott Int'l. | Reduce 2.95% | 39,664 | 0.07 | ≡ | EMR - Emerson Electric | Reduce 3.01% | 4,900 | 0.01 | ≡ | LOW - Lowe's Cos. | Reduce 3.64% | 20,400 | 0.03 | ≡ | ACN - Accenture | Reduce 3.85% | 4,400 | 0.01 | ≡ | APD - Air Products & Chemicals | Reduce 4.00% | 1,000 | 0.00 | ≡ | ITW - Illinois Tool Works | Reduce 4.64% | 11,200 | 0.03 | ≡ | FNF - Fidelity National Financial Inc. | Reduce 4.64% | 3,700 | 0.00 | ≡ | COF - Capital One Financial | Reduce 5.02% | 9,400 | 0.02 | ≡ | MON-OLD - Monsanto Co. | Reduce 7.56% | 2,700 | 0.01 | ≡ | L - Loews Corp. | Reduce 10.64% | 25,000 | 0.03 | ≡ | IGT - International Game Technology | Reduce 11.31% | 116,700 | 0.05 | ≡ | HCCI-OLD - Heritage-Crystal Clean Inc. | Reduce 40.64% | 105,459 | 0.06 | ≡ | CLMT - Calumet Specialty Products | Reduce 61.54% | 32,000 | 0.03 | ≡ | AHGP - Alliance Holdings GP | Sell 100.00% | 166,500 | 0.31 | ≡ | AMZN - Amazon.com Inc. | Sell 100.00% | 314,000 | 0.20 | ≡ | BTU - Peabody Energy | Sell 100.00% | 17,334 | 0.16 | ≡ | IBM - International Business Machines | Sell 100.00% | 24,200 | 0.14 | ≡ | BK - Bank of New York Mellon Corp. | Sell 100.00% | 111,603 | 0.12 | ≡ | APOL - Apollo Education Group Inc. | Sell 100.00% | 105,000 | 0.09 | ≡ | ACI-OLD - Arch Coal | Sell 100.00% | 246,000 | 0.03 | ≡ | OKE - ONEOK Inc. | Sell 100.00% | 10,000 | 0.02 | ≡ | EPD - Enterprise Products Partners LP | Sell 100.00% | 12,600 | 0.01 | ≡ | SYY - Sysco Corp. | Sell 100.00% | 10,300 | 0.01 |
Q4  2013 | ≡ | FII-OLD - Federated Investors Inc. | Reduce 0.01% | 300 | 0.00 | ≡ | TEVA - Teva Pharmaceutical Industries Ltd. | Reduce 0.01% | 100 | 0.00 | ≡ | WPC - WP Carey | Reduce 0.02% | 200 | 0.00 | ≡ | JNJ - Johnson & Johnson | Reduce 0.03% | 200 | 0.00 | ≡ | LOW - Lowe's Cos. | Reduce 0.05% | 300 | 0.00 | ≡ | ADP - Automatic Data Processing Inc. | Reduce 0.08% | 400 | 0.00 | ≡ | CAT - Caterpillar Inc. | Reduce 0.08% | 200 | 0.00 | ≡ | WBA - Walgreens Boots Alliance | Reduce 0.08% | 1,750 | 0.00 | ≡ | EMR - Emerson Electric | Reduce 0.12% | 200 | 0.00 | ≡ | ITIC - Investors Title Co. | Reduce 0.12% | 250 | 0.00 | ≡ | DEO - Diageo ADR | Reduce 0.14% | 1,705 | 0.01 | ≡ | KMX - CarMax Inc. | Reduce 0.16% | 8,231 | 0.01 | ≡ | BPY-OLD - Brookfield Property Partners | Reduce 0.16% | 276 | 0.00 | ≡ | ACN - Accenture | Reduce 0.17% | 200 | 0.00 | ≡ | BUD - Anheuser-Busch InBev | Reduce 0.19% | 803 | 0.00 | ≡ | DIS - Walt Disney Co. | Reduce 0.21% | 3,235 | 0.01 | ≡ | MCD - McDonald's Corp. | Reduce 0.22% | 413 | 0.00 | ≡ | NVO - Novo Nordisk A S | Reduce 0.23% | 5,000 | 0.00 | ≡ | GD - General Dynamics | Reduce 0.24% | 961 | 0.00 | ≡ | ORCL - Oracle Corp. | Reduce 0.25% | 1,600 | 0.00 | ≡ | BRK.B - Berkshire Hathaway CL B | Reduce 0.27% | 4,100 | 0.02 | ≡ | PDCO - Patterson Cos. Inc. | Reduce 0.28% | 400 | 0.00 | ≡ | UPS - United Parcel Service | Reduce 0.31% | 2,259 | 0.01 | ≡ | HD - Home Depot | Reduce 0.34% | 3,150 | 0.01 | ≡ | SCHW - Charles Schwab Corp. | Reduce 0.40% | 4,019 | 0.00 | ≡ | AXP - American Express | Reduce 0.49% | 1,737 | 0.00 | ≡ | ITW - Illinois Tool Works | Reduce 0.66% | 1,610 | 0.00 | ≡ | KO - Coca Cola Co. | Reduce 0.75% | 1,000 | 0.00 | ≡ | COST - Costco Co. | Reduce 1.01% | 400 | 0.00 | ≡ | L - Loews Corp. | Reduce 2.37% | 5,700 | 0.01 | ≡ | IGT - International Game Technology | Reduce 12.80% | 151,466 | 0.09 | ≡ | SYY - Sysco Corp. | Reduce 21.29% | 2,786 | 0.00 | ≡ | ACI-OLD - Arch Coal | Reduce 37.88% | 150,000 | 0.02 | ≡ | BK - Bank of New York Mellon Corp. | Reduce 57.34% | 150,000 | 0.16 | ≡ | OKE - ONEOK Inc. | Reduce 90.91% | 100,000 | 0.20 | ≡ | CRR - Carbo Ceramics | Sell 100.00% | 236,000 | 0.80 | ≡ | JEF - Jefferies Financial Group Inc. | Sell 100.00% | 390,433 | 0.36 | ≡ | NRP - Natural Resource Partners | Sell 100.00% | 10,190 | 0.07 | ≡ | ANR - Alpha Natural Resources Inc. | Sell 100.00% | 242,000 | 0.05 | ≡ | CNX - CNX Resources Corp. | Sell 100.00% | 30,000 | 0.03 |
Q3  2013 | ≡ | BF.A - Brown-Forman Corp. CL A | Reduce 0.04% | 300 | 0.00 | ≡ | MMM - 3M Co. | Reduce 0.05% | 100 | 0.00 | ≡ | PDCO - Patterson Cos. Inc. | Reduce 0.14% | 200 | 0.00 | ≡ | BK - Bank of New York Mellon Corp. | Reduce 0.36% | 943 | 0.00 | ≡ | JNJ - Johnson & Johnson | Reduce 0.37% | 2,150 | 0.01 | ≡ | BRK.A - Berkshire Hathaway CL A | Reduce 0.45% | 5 | 0.03 | ≡ | GD - General Dynamics | Reduce 0.45% | 1,797 | 0.01 | ≡ | ITW - Illinois Tool Works | Reduce 0.45% | 1,095 | 0.00 | ≡ | IGT - International Game Technology | Reduce 0.51% | 6,097 | 0.00 | ≡ | KO - Coca Cola Co. | Reduce 0.82% | 1,100 | 0.00 | ≡ | HD - Home Depot | Reduce 0.92% | 8,748 | 0.02 | ≡ | DIS - Walt Disney Co. | Reduce 1.12% | 17,200 | 0.04 | ≡ | BRK.B - Berkshire Hathaway CL B | Reduce 1.22% | 18,838 | 0.07 | ≡ | CAT - Caterpillar Inc. | Reduce 1.22% | 3,000 | 0.01 | ≡ | UPS - United Parcel Service | Reduce 1.26% | 9,447 | 0.03 | ≡ | BPY-OLD - Brookfield Property Partners | Reduce 1.27% | 2,222 | 0.00 | ≡ | DEO - Diageo ADR | Reduce 1.33% | 16,350 | 0.07 | ≡ | KMX - CarMax Inc. | Reduce 1.46% | 74,752 | 0.12 | ≡ | COST - Costco Co. | Reduce 1.49% | 600 | 0.00 | ≡ | NVO - Novo Nordisk A S | Reduce 1.51% | 34,000 | 0.02 | ≡ | MAR - Marriott Int'l. | Reduce 1.57% | 21,399 | 0.03 | ≡ | RLI - RLI Corp. | Reduce 1.73% | 21,196 | 0.03 | ≡ | ORCL - Oracle Corp. | Reduce 1.88% | 12,300 | 0.01 | ≡ | PM - Philip Morris Intl. | Reduce 1.89% | 2,200 | 0.01 | ≡ | LOW - Lowe's Cos. | Reduce 2.10% | 12,000 | 0.02 | ≡ | SCHW - Charles Schwab Corp. | Reduce 2.25% | 23,097 | 0.02 | ≡ | MCD - McDonald's Corp. | Reduce 2.30% | 4,349 | 0.01 | ≡ | ACN - Accenture | Reduce 2.55% | 3,000 | 0.01 | ≡ | CNX - CNX Resources Corp. | Reduce 3.23% | 1,000 | 0.00 | ≡ | AXP - American Express | Reduce 3.72% | 13,699 | 0.04 | ≡ | APD - Air Products & Chemicals | Reduce 3.85% | 1,000 | 0.00 | ≡ | EMR - Emerson Electric | Reduce 3.95% | 6,700 | 0.01 | ≡ | ITIC - Investors Title Co. | Reduce 5.17% | 11,800 | 0.03 | ≡ | SYY - Sysco Corp. | Reduce 44.03% | 10,296 | 0.01 | ≡ | JEF - Jefferies Financial Group Inc. | Reduce 45.54% | 326,500 | 0.30 | ≡ | UBSH - Union First Market Bankshares Corp. | Sell 100.00% | 1,658,339 | 1.22 |