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 | |
|---|---|---|---|---|---|---|---|---|---|---|
| FNF | Fidelity National Fi... | 2012-06-30 | Reduce | -0.45% | $17.64 - $19.55 ($18.84) | $ 24.14 | 28% | Reduce -79.79% | 139,300 |  |
| HAS | Hasbro, Inc. | 2012-06-30 | Buy | 0.06% | $32.15 - $37.25 ($35.27) | $ 44.71 | 27% | New holding, 40000 sh. | 40,000 | |
| ORCL | Oracle Corporation | 2012-06-30 | Add | 0.14% | $25.75 - $29.68 ($27.83) | $ 34.4 | 24% | Add 20.24% | 619,700 | |
| ITC | Itc Holdings Corp. | 2012-06-30 | Sold Out | -0.3% | $66.86 - $78.41 ($72.39) | $ 88.39 | 22% | Sold Out | 0 | |
| MOS | Mosaic Co | 2012-06-30 | Add | 0.02% | $45.47 - $55.41 ($50.2) | $ 58.98 | 18% | Add 22.22% | 33,000 | |
| APD | Air Products & C... | 2012-06-30 | Add | 0.05% | $76.61 - $91.98 ($83.17) | $ 96.58 | 16% | Add 464.29% | 15,800 | |
| SLB | Schlumberger Limited... | 2012-06-30 | Add | 0.16% | $60.15 - $74.35 ($67.31) | $ 74.16 | 10% | Add 59.34% | 145,000 | |
| ADM | Archer Daniels Midla... | 2012-06-30 | Add | 0.8% | $28.7 - $33.13 ($31.41) | $ 33.83 | 8% | Add 162.18% | 985,800 | |
| DELL | Dell Inc. | 2012-06-30 | Buy | 0.13% | $11.79 - $16.69 ($14.39) | $ 13.48 | -6% | New holding, 225000 sh. | 225,000 | |
| CLMS | Calamos Asset Manage... | 2012-06-30 | Add | 0.05% | $10.63 - $13.26 ($11.96) | $ 10.76 | -10% | Add 380% | 120,000 | |
| CRR | Carbo Ceramics Inc. | 2012-06-30 | Add | 0.09% | $72.86 - $104.07 ($84.11) | $ 72.55 | -14% | Add 56.82% | 69,000 | |
| NSH | Nustar Gp Holdings, ... | 2012-06-30 | Sold Out | -0.01% | $29.53 - $34.8 ($32.52) | $ 25.61 | -21% | Sold Out | 0 | |
| MCF | Contango Oil & G... | 2012-06-30 | Add | 0.03% | $51.74 - $59.57 ($54.94) | $ 35.03 | -36% | Add 32.79% | 40,500 | |
| ART | Artio Global Investo... | 2012-06-30 | Add | 0.68% | $2.92 - $4.8 ($3.55) | $ 0.13 | -96% | Add 304.23% | 5,694,000 | |
| BBSI | Barrett Bus Svs | 2012-03-31 | Buy | 0.01% | $16.14 - $20.31 ($17.24) | $ 59.06 | 243% | New holding, 10500 sh. | 10,500 | |
| CFX | Colfax Corp | 2012-03-31 | Buy | 1.8% | $28.25 - $36.15 ($30.93) | $ 53.28 | 72% | New holding, 1085070 sh. | 1,085,070 | |
| WAG | Walgreen Co | 2012-03-31 | Add | 0.74% | $32.63 - $35.07 ($31.69) | $ 50.9 | 61% | Add 208% | 684,860 | |
| BRK.A | Berkshire Hth-a | 2012-03-31 | Add | 0.24% | $114500 - $123555 ($110203) | $ 172581 | 57% | Add 4.49% | 1,000 | |
| FII | Federated Invst | 2012-03-31 | Add | 1.2% | $15.83 - $23.45 ($18.26) | $ 28.21 | 54% | Add 118.97% | 2,147,000 | |
| FNF | Fidelity Nat Fi | 2012-03-31 | Reduce | -0.83% | $15.93 - $18.43 ($16.43) | $ 24.14 | 47% | Reduce -59.23% | 689,300 | |
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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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