whalepapers
Investors/ Markel Group Inc./ Q2 2013

Markel Group Inc.

Tom Gayner · As of Q2 2013 · filed Aug 8, 2013

KMX CARMAX INC
8.4%
— 5,109,271 $235.8M
BRK/A BERKSHIRE HATHAWAY INC-CL A
6.6%
— 1,099 $185.3M
BRK/B BERKSHIRE HATHAWAY INC-CL B
6.2%
— 1,550,195 $173.5M
DEO DIAGEO PLC-SPONSORED ADR
5.1%
— 1,228,875 $141.3M
Brookfield Asset Management
4.0%
— 3,116,419 $112.3M
FRFHF FAIRFAX FINANCIAL HLDGS LTD
3.9%
— 279,459 $109.0M
DIS WALT DISNEY CO
3.5%
— 1,528,935 $96.6M
Walgreen
3.4%
— 2,147,800 $94.9M
WMT WALMART INC
3.0%
— 1,109,622 $82.7M
EXMOC EXXON MOBIL CORP
2.7%
— 845,683 $76.4M
HD HOME DEPOT INC
2.6%
— 947,798 $73.4M
UPS UNITED PARCEL SERVICE-CL B
2.3%
— 747,506 $64.6M
WPC WP CAREY INC
2.3%
— 953,400 $63.1M
FHI FEDERATED HERMES INC
2.1%
— 2,156,000 $59.1M
Colfax Corporation
2.0%
— 1,085,070 $56.5M
General Electric
2.0%
— 2,431,531 $56.4M
MAR MARRIOTT INTERNATIONAL -CL A
2.0%
— 1,361,842 $55.0M
JNJ JOHNSON & JOHNSON
1.8%
— 582,950 $50.1M
ADM ARCHER-DANIELS-MIDLAND CO
1.7%
— 1,383,800 $46.9M
RLI RLI CORP
1.7%
— 611,858 $46.8M
UNH UNITEDHEALTH GROUP INC
1.3%
— 569,800 $37.3M
ADP AUTOMATIC DATA PROCESSING
1.3%
— 526,000 $36.2M
BUD ANHEUSER-BUSCH INBEV-SPN ADR
1.3%
— 395,553 $35.7M
NVO NOVO-NORDISK A/S-SPONS ADR
1.2%
— 225,100 $34.9M
Union First Market Bankshares
1.2%
— 1,658,339 $34.1M
GD GENERAL DYNAMICS CORP
1.1%
— 401,158 $31.4M
BF/A BROWN-FORMAN CORP-CLASS A
1.0%
— 425,640 $28.8M
AXP AMERICAN EXPRESS CO
1.0%
— 367,936 $27.5M
TEVA TEVA PHARMACEUTICAL-SP ADR
1.0%
— 699,000 $27.4M
MSFT MICROSOFT CORP
1.0%
— 772,600 $26.7M
LOW LOWE'S COS INC
0.8%
— 572,700 $23.4M
MMM 3M CO
0.8%
— 205,800 $22.5M
V VISA INC-CLASS A SHARES
0.8%
— 119,600 $21.9M
SCHW SCHWAB (CHARLES) CORP
0.8%
— 1,026,816 $21.8M
INTC INTEL CORP
0.7%
— 835,000 $20.2M
CAT CATERPILLAR INC
0.7%
— 245,200 $20.2M
ORCL ORACLE CORP
0.7%
— 655,400 $20.1M
International Game Technology
0.7%
— 1,189,263 $19.9M
Leucadia National Corp
0.7%
— 716,933 $18.8M
MCD MCDONALD'S CORP
0.7%
— 189,462 $18.8M
TROW T ROWE PRICE GROUP INC
0.7%
— 250,500 $18.3M
ITW ILLINOIS TOOL WORKS
0.6%
— 243,905 $16.9M
ITIC INVESTORS TITLE CO
0.6%
— 228,150 $16.2M
Plum Creek Lumber MLP
0.5%
— 325,300 $15.2M
CRREUR CARBO CERAMICS INC
0.5%
— 218,000 $14.7M
NOVEUR NATIONAL OILWELL VARCO INC
0.5%
— 191,000 $13.2M
BRO BROWN & BROWN INC
0.4%
— 365,628 $11.8M
COF CAPITAL ONE FINANCIAL CORP
0.4%
— 187,400 $11.8M
Liberty Media
0.4%
— 85,000 $10.8M
SLB SLB LTD
0.4%
— 150,000 $10.7M
L LOEWS CORP
0.4%
— 240,700 $10.7M
PEP PEPSICO INC
0.4%
— 130,300 $10.7M
Alliance Holdings GP
0.4%
— 166,500 $10.6M
PM PHILIP MORRIS INTERNATIONAL
0.4%
— 116,700 $10.1M
MCO MOODY'S CORP
0.3%
— 155,400 $9.5M
EMR EMERSON ELECTRIC CO
0.3%
— 169,800 $9.3M
HAS HASBRO INC
0.3%
— 190,800 $8.6M
ACN ACCENTURE PLC-CL A
0.3%
— 117,600 $8.5M
Google
0.3%
— 9,300 $8.2M
NTRS NORTHERN TRUST CORP
0.3%
— 140,000 $8.1M
NKE NIKE INC -CL B
0.3%
— 120,400 $7.7M
ACNT ASCENT INDUSTRIES CO
0.3%
— 485,343 $7.5M
BNY BANK OF NEW YORK MELLON CORP
0.3%
— 262,546 $7.4M
BF/B BROWN-FORMAN CORP-CLASS B
0.3%
— 106,372 $7.2M
NSC NORFOLK SOUTHERN CORP
0.2%
— 94,400 $6.9M
MAT MATTEL INC
0.2%
— 141,000 $6.4M
Wellpoint Inc
0.2%
— 78,000 $6.4M
PAYX PAYCHEX INC
0.2%
— 150,900 $5.5M
PDCOEUR PATTERSON COS INC
0.2%
— 145,600 $5.5M
KO COCA-COLA CO
0.2%
— 134,000 $5.4M
CVX CHEVRON CORP
0.2%
— 43,000 $5.1M
EXPD EXPEDITORS INTL WASH INC
0.2%
— 133,000 $5.1M
UTXCHF RTX CORP
0.2%
— 53,600 $5.0M
MA MASTERCARD INC - A
0.2%
— 8,000 $4.6M
COST COSTCO WHOLESALE CORP
0.2%
— 40,300 $4.5M
ECL ECOLAB INC
0.1%
— 48,400 $4.1M
IBM INTL BUSINESS MACHINES CORP
0.1%
— 20,100 $3.8M
Peabody Energy
0.1%
— 260,000 $3.8M
HCCIUSD HERITAGE-CRYSTAL CLEAN INC
0.1%
— 259,500 $3.8M
SEIC SEI INVESTMENTS COMPANY
0.1%
— 130,000 $3.7M
FDS FACTSET RESEARCH SYSTEMS INC
0.1%
— 35,000 $3.6M
BPY-UCAD BROOKFIELD PROPERTY PARTNERS
0.1%
— 175,122 $3.6M
Monsanto Co
0.1%
— 35,700 $3.5M
AMZN AMAZON.COM INC
0.1%
— 10,800 $3.0M
OKE ONEOK INC
0.1%
— 70,000 $2.9M
PG PROCTER & GAMBLE CO
0.1%
— 34,100 $2.6M
Washington Post Co
0.1%
— 5,300 $2.6M
BXUSD BLACKSTONE GROUP LP
0.1%
— 116,900 $2.5M
APD AIR PRODUCTS & CHEMICALS INC
0.1%
— 26,000 $2.4M
BLKCHF BLACKROCK INC
0.1%
— 9,100 $2.3M
KKR & Co LLC
0.1%
— 115,000 $2.3M
Natural Resource Partners
0.1%
— 101,900 $2.1M
YUSD ALLEGHANY CORP
0.1%
— 4,328 $1.7M
Arch Coal Inc
0.1%
— 396,000 $1.5M
CLMTUSD CALUMET SPECIALTY PRODUCTS
0.0%
— 37,000 $1.3M
ANRZQEUR ALPHA NATURAL RESOURCES INC
0.0%
— 242,000 $1.3M
E ENI SPA-SPONSORED ADR
0.0%
— 30,000 $1.2M
ROST ROSS STORES INC
0.0%
— 18,000 $1.2M
CLBUSD CORE LABORATORIES N.V.
0.0%
— 6,000 $910K
Consol Energy
0.0%
— 31,000 $840K
SYY SYSCO CORP
0.0%
— 23,382 $799K
Carlyle Group
0.0%
— 20,000 $513K
EPD ENTERPRISE PRODUCTS PARTNERS
0.0%
— 6,300 $392K
Starz Liberty Capital
0.0%
— 12,000 $265K
ELME ELME COMMUNITIES
0.0%
— 9,200 $248K
Fidelity National Financial
0.0%
— 9,800 $233K
QTAGBP QUATERRA RESOURCES INC
0.0%
— 200,000 $19K

Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.