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 | |
|---|---|---|---|---|---|---|---|---|---|---|
| EPD | Enterprise Products ... | 2011-12-31 | Reduce | -0.53% | $39.97 - $46.41 ($44.41) | $ 60.18 | 36% | Reduce -97.15% | 6,300 |  |
| DWA | Dreamworks Animation... | 2011-12-31 | Buy | 0.04% | $16.57 - $20.12 ($17.92) | $ 25.05 | 40% | New holding, 50000 sh. | 50,000 | |
| TROW | T. Rowe Price Group ... | 2011-12-31 | Add | 0.13% | $45.89 - $59.35 ($53.53) | $ 74.71 | 40% | Add 23.02% | 240,500 | |
| MMM | 3m Co. | 2011-12-31 | Add | 0.13% | $70.93 - $82.29 ($78.95) | $ 111.57 | 41% | Add 18.57% | 187,100 | |
| COF | Capital One Financia... | 2011-12-31 | Add | 0.27% | $37.75 - $47.07 ($43.03) | $ 61.81 | 44% | Add 1066.36% | 128,300 | |
| MKC | Mccormick & Co. Inc. | 2011-12-31 | Buy | 0.04% | $44.93 - $50.79 ($48.61) | $ 72.03 | 48% | New holding, 15000 sh. | 15,000 | |
| ECL | Ecolab Inc. | 2011-12-31 | Add | 0.07% | $48.07 - $57.81 ($54.21) | $ 85.68 | 58% | Add 83.33% | 48,400 | |
| FII | Federated Investors ... | 2011-12-31 | Add | 0.39% | $14.38 - $20.78 ($16.9) | $ 27.96 | 65% | Add 101.96% | 980,500 | |
| LOW | Lowes Cos. | 2011-12-31 | Add | 0.15% | $18.98 - $25.96 ($22.77) | $ 41.03 | 80% | Add 24.76% | 556,700 | |
| SEIC | Sei Investments Comp... | 2011-12-31 | Buy | 0.09% | $14.15 - $17.36 ($16) | $ 28.94 | 81% | New holding, 95000 sh. | 95,000 | |
| BRP. | Brookfield Residenti... | 2011-12-31 | Add | 0.01% | $6.27 - $8.1 ($7.36) | $ 14.34 | 95% | Add 29.79% | 91,500 | |
| V | Visa | 2011-12-31 | Add | 0.27% | $84.26 - $103.15 ($93.81) | $ 182.63 | 95% | Add 154.08% | 84,100 | |
| LII | Lennox International... | 2011-12-31 | Add | 0.21% | $25.42 - $34.75 ($31.49) | $ 63.98 | 103% | Add 108.6% | 230,500 | |
| LEN | Lennar Corp. Cl A | 2011-12-31 | Sold Out | -0.05% | $12.74 - $19.98 ($17.2) | $ 37.86 | 120% | Sold Out | 0 | |
| LEN.B | Lennar Corp. Cl B | 2011-12-31 | Buy | 0.08% | $9.52 - $15.64 ($13.14) | $ 29.7 | 126% | New holding, 96700 sh. | 96,700 | |
| LPX | Louisianapacific Cor... | 2011-12-31 | Add | 0.02% | $4.63 - $8.21 ($6.83) | $ 16.45 | 141% | Add 87.72% | 107,000 | |
| VAC | Marriot Vac Ww | 2011-12-31 | Buy | 0.13% | $15.9 - $18.65 ($17.51) | $ 44.72 | 155% | New holding, 140735 sh. | 140,735 | |
| EXP | Eagle Materials Inc. | 2011-12-31 | Add | 0.04% | $16.25 - $25.84 ($21) | $ 71.88 | 242% | Add 105.66% | 54,500 | |
| ECA | Encana Corp. | 2011-09-30 | Buy | 0.03% | $19.59 - $31.55 ($26.08) | $ 18.12 | -30% | New holding, 28000 sh. | 28,000 | |
| EXPD | Expeditors Internati... | 2011-09-30 | Buy | 0.04% | $39.91 - $52.88 ($45.56) | $ 38.54 | -15% | New holding, 17000 sh. | 17,000 | |
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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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