European Shorting
Number of Stocks: 101
Number of New Stocks: 8
Total Value: $2,692 Mil
Q/Q Turnover: 2%
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Premium Members Only)Ticker | Company | Date
|
Action |
Impact
|
Price Range (Average)*
|
Current Price | Change from Average |
Comment | Current Shares | |
|---|---|---|---|---|---|---|---|---|---|---|
| APD | Air Prods & Che | 2012-03-31 | Reduce | -0.01% | $86.32 - $92.06 ($83.33) | $ 94.17 | 13% | Reduce -41.67% | 2,800 |  |
| ABT | Abbott Labs | 2012-03-31 | Sold Out | -0.27% | $54.15 - $61.33 ($52.63) | $ 37.48 | -29% | Sold Out | 0 | |
| WU | Western Union | 2011-12-31 | Add | 0.05% | $14.89 - $18.47 ($17.1) | $ 16.47 | -4% | Add 26.51% | 272,000 | |
| VOD | Vodafone Group Plc | 2011-12-31 | Buy | 0.02% | $25.63 - $29.07 ($27.37) | $ 29.36 | 7% | New holding, 15000 sh. | 15,000 | |
| V | Visa | 2011-12-31 | Add | 0.27% | $84.26 - $103.15 ($93.81) | $ 178.1 | 90% | Add 154.08% | 84,100 | |
| UTX | United Technologies ... | 2011-12-31 | Add | 0.14% | $69.36 - $79.83 ($74.81) | $ 95.49 | 28% | Add 188.17% | 53,600 | |
| TEVA | Teva Pharmaceutical ... | 2011-12-31 | Add | 0.28% | $35.85 - $42.72 ($39.75) | $ 39.49 | -1% | Add 38.41% | 468,100 | |
| TROW | T. Rowe Price Group ... | 2011-12-31 | Add | 0.13% | $45.89 - $59.35 ($53.53) | $ 76.85 | 44% | Add 23.02% | 240,500 | |
| SEIC | Sei Investments Comp... | 2011-12-31 | Buy | 0.09% | $14.15 - $17.36 ($16) | $ 30.47 | 90% | New holding, 95000 sh. | 95,000 | |
| PG | Procter & Gamble Co. | 2011-12-31 | Reduce | -0.08% | $61 - $66.97 ($64.24) | $ 78.7 | 22% | Reduce -31.86% | 43,200 | |
| PAYX | Paychex Inc. | 2011-12-31 | Add | 0.15% | $25.55 - $30.24 ($28.72) | $ 37.95 | 32% | Add 186.64% | 145,900 | |
| ORCL | Oracle Corp. | 2011-12-31 | Add | 0.12% | $25.51 - $33.69 ($30.64) | $ 34.23 | 12% | Add 27.09% | 421,300 | |
| NSH | Nustar Gp Holdings L... | 2011-12-31 | Reduce | -0.56% | $28.88 - $33.25 ($30.67) | $ 29.79 | -3% | Reduce -53.78% | 258,500 | |
| NICK | Nicholas Financial I... | 2011-12-31 | Add | 0.05% | $9.34 - $12.91 ($11.17) | $ 13.7 | 23% | Add 83.83% | 153,500 | |
| MOS | Mosaic Company | 2011-12-31 | Buy | 0.07% | $47.13 - $61.96 ($53.61) | $ 60.02 | 12% | New holding, 27000 sh. | 27,000 | |
| MSFT | Microsoft Corp. | 2011-12-31 | Add | 0.39% | $24.3 - $27.31 ($26.12) | $ 34.15 | 31% | Add 63.01% | 734,690 | |
| MKC | Mccormick & Co. Inc. | 2011-12-31 | Buy | 0.04% | $44.93 - $50.79 ($48.61) | $ 73.71 | 52% | New holding, 15000 sh. | 15,000 | |
| VAC | Marriot Vac Ww | 2011-12-31 | Buy | 0.13% | $15.9 - $18.65 ($17.51) | $ 44.27 | 153% | New holding, 140735 sh. | 140,735 | |
| LOW | Lowes Cos. | 2011-12-31 | Add | 0.15% | $18.98 - $25.96 ($22.77) | $ 42.69 | 88% | Add 24.76% | 556,700 | |
| LPX | Louisianapacific Cor... | 2011-12-31 | Add | 0.02% | $4.63 - $8.21 ($6.83) | $ 19.07 | 179% | Add 87.72% | 107,000 | |
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Tom Gayner's Profile:Tom Gayner is the Executive Vice President and Chief Investment Officer Of Markel Corp and President, Markel Gayner Asset Management, Inc., the investment subsidiary Of Markel Corp since December of 1990. The asset under management is about $2 billion. Tom Gayner's Performance:Average Annual Return of Markel Corp. Equity Portfolio
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