Markel Gayner Asset Management Corp Buys Mohawk Industries Inc, Healthcare Services Group Inc, O-I Glass Inc, Sells Discovery Inc

• New Purchases: OI, IAC,
• Added Positions: MHK, ITW, HCSG, PGR, NVR, GOOG, DAL, IFF, LUV, EFX, BK, WSO, MSFT, SMG, LOW, ROK, AXP, SBUX, TXN, TSN, WFC, TRUP, GS, ECL, CHH, ADI, BLK, CVS, KHC, TRU, MMM, AMT, CG, KKR, BX, MA, WHR, BLL, JPM, CAT, SCHW, ROL, CCK, MCO, HXL, MCK, LEN.B, C, DHI,
• Reduced Positions: DISCK, WBA,

For the details of Tom Gayner's stock buys and sells, go to https://www.gurufocus.com/guru/tom+gayner/current-portfolio/portfolio

1. CarMax Inc (KMX) - 4,913,070 shares, 5.98% of the total portfolio.
2. Berkshire Hathaway Inc (BRK.A) - 1,105 shares, 5.21% of the total portfolio. Shares added by 0.82%
3. Berkshire Hathaway Inc (BRK.B) - 1,526,357 shares, 4.80% of the total portfolio. Shares added by 0.08%
4. Brookfield Asset Management Inc (BAM) - 5,794,641 shares, 4.65% of the total portfolio. Shares added by 0.22%
5. The Walt Disney Co (DIS) - 1,854,430 shares, 3.72% of the total portfolio. Shares added by 0.62%

Markel Gayner Asset Management Corp initiated holding in O-I Glass Inc. The purchase prices were between $8.5 and $11.93, with an estimated average price of $10. The stock is now traded at around $13.49. The impact to a portfolio due to this purchase was 0.06%. The holding were 350,000 shares as of .

Markel Gayner Asset Management Corp initiated holding in IAC/InterActiveCorp. The purchase prices were between $212.59 and $252.5, with an estimated average price of $225.94. The stock is now traded at around $240.67. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 1,150 shares as of .

Markel Gayner Asset Management Corp added to a holding in Mohawk Industries Inc by 22.54%. The purchase prices were between $118.98 and $152.12, with an estimated average price of $136.34. The stock is now traded at around $127.01. The impact to a portfolio due to this purchase was 0.09%. The holding were 261,000 shares as of .

Markel Gayner Asset Management Corp added to a holding in Healthcare Services Group Inc by 44.64%. The purchase prices were between $22.98 and $25.81, with an estimated average price of $24.81. The stock is now traded at around $26.42. The impact to a portfolio due to this purchase was 0.06%. The holding were 573,500 shares as of .

Markel Gayner Asset Management Corp added to a holding in International Flavors & Fragrances Inc by 25.44%. The purchase prices were between $114.12 and $142.04, with an estimated average price of $127.98. The stock is now traded at around $140.00. The impact to a portfolio due to this purchase was 0.04%. The holding were 106,000 shares as of .

Markel Gayner Asset Management Corp added to a holding in Equifax Inc by 27.22%. The purchase prices were between $133.25 and $146.7, with an estimated average price of $138.6. The stock is now traded at around $155.61. The impact to a portfolio due to this purchase was 0.04%. The holding were 107,500 shares as of .

Markel Gayner Asset Management Corp added to a holding in Bank of New York Mellon Corp by 23.30%. The purchase prices were between $42.24 and $51.22, with an estimated average price of $47.84. The stock is now traded at around $47.25. The impact to a portfolio due to this purchase was 0.03%. The holding were 254,000 shares as of .

Markel Gayner Asset Management Corp added to a holding in Trupanion Inc by 42.86%. The purchase prices were between $21.22 and $37.46, with an estimated average price of $29.64. The stock is now traded at around $33.00. The impact to a portfolio due to this purchase was 0.02%. The holding were 110,000 shares as of .

Markel Gayner Asset Management Corp reduced to a holding in Discovery Inc by 82.72%. The sale prices were between $24.64 and $30.98, with an estimated average price of $28.17. The stock is now traded at around $28.35. The impact to a portfolio due to this sale was -0.21%. Markel Gayner Asset Management Corp still held 117,000 shares as of .