Manager activity
Markel Group Inc.
Thomas Gayner
New
3
Add
24
Reduce
3
Exit
2
32 shown
| ticker | action | Δ weight | detail | period |
|---|---|---|---|---|
| ZTS | New | +0.04% | opened 0.04% | Q1→Q2 |
| NFLX | New | +0.02% | opened 0.02% | Q1→Q2 |
| UFPI | New | 0.00% | opened <0.01% | Q1→Q2 |
| SMG | Exit | −0.09% | was 0.09% | Q1→Q2 |
| UNH | Exit | −0.04% | was 0.04% | Q1→Q2 |
| FNV | Add | −0.24% | +9.2% sh | Q1→Q2 |
| MELI | Add | +0.23% | +340.4% sh | Q1→Q2 |
| LOW | Add | −0.20% | +1.8% sh | Q1→Q2 |
| ROL | Add | −0.19% | +1.2% sh | Q1→Q2 |
| WSO | Add | +0.12% | +2.7% sh | Q1→Q2 |
| SCHW | Add | −0.11% | +0.8% sh | Q1→Q2 |
| V | Add | +0.11% | +1.0% sh | Q1→Q2 |
| EPD | Add | +0.10% | +181.7% sh | Q1→Q2 |
| HCA | Add | −0.08% | +2.3% sh | Q1→Q2 |
| TSN | Add | −0.08% | +2.7% sh | Q1→Q2 |
| HD | Add | −0.06% | +0.3% sh | Q1→Q2 |
| NVR | Add | −0.04% | +0.1% sh | Q1→Q2 |
| CSX | Add | +0.03% | +10.3% sh | Q1→Q2 |
| URI | Add | +0.03% | +1.1% sh | Q1→Q2 |
| UNP | Add | +0.03% | +7.2% sh | Q1→Q2 |
| MAR | Add | +0.02% | +6.1% sh | Q1→Q2 |
| WY | Add | +0.02% | +585.7% sh | Q1→Q2 |
| APD | Add | +0.01% | +17.2% sh | Q1→Q2 |
| CP | Add | +0.01% | +22.7% sh | Q1→Q2 |
| XOM | Add | −0.01% | +19.4% sh | Q1→Q2 |
| FERG | Add | −0.01% | +5.6% sh | Q1→Q2 |
| OTIS | Add | 0.00% | +16.6% sh | Q1→Q2 |
| TMO | Add | 0.00% | +8.9% sh | Q1→Q2 |
| LIN | Add | 0.00% | +5.4% sh | Q1→Q2 |
| ADI | Reduce | +0.30% | −2.3% sh | Q1→Q2 |
| META | Reduce | −0.19% | −5.7% sh | Q1→Q2 |
| CMCSA | Reduce | −0.08% | −16.6% sh | Q1→Q2 |