MARKEL GROUP INC. Q2 2018 Filing

Filed August 3, 2018

Portfolio Value

$5.4T

Holdings

133

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (133 positions)

#StockSharesValue% PortfolioType
101
COFCapital One Financial Corp
75,000$6.9B0.13%
102
ALBAlbemarle Corp
73,000$6.9B0.13%
103
SMGScotts Miracle-Gro Co
74,000$6.2B0.11%
104
AMTAmerican Tower
35,500$5.1B0.09%
105
AONAon Corporation
37,000$5.1B0.09%
106
IFFIntl Flavors & Fragrances
40,000$5.0B0.09%
107
MCKMcKesson Corp
37,100$4.9B0.09%
108
LBTYBLiberty Global PLC
168,000$4.6B0.08%
109
HCSGHealthcare Services Group
99,000$4.3B0.08%
110
CABOCable One
5,200$3.8B0.07%
111
PAGPenske Automotive Group
72,000$3.4B0.06%
112
MATMattel
204,000$3.4B0.06%
113
GTGoodyear Tire & Rubber Co.
135,000$3.1B0.06%
114
GHCGraham Holdings Co
5,200$3.0B0.06%
115
BACVerizon
52,000$2.6B0.05%
116
YUSDAlleghany Corporation
4,328$2.5B0.05%
117
HSYHershey Foods
24,100$2.2B0.04%
118
SHAKShake Shack Inc - Class A
29,100$1.9B0.04%
119
LUVSouthwest Airlines
30,000$1.5B0.03%
120
WRBWR Berkley Corp
18,000$1.3B0.02%
121
GEGeneral Electric
95,000$1.3B0.02%
122
ATVIEURActivision Blizzard Inc
16,500$1.3B0.02%
123
DALDelta Air Lines
22,000$1.1B0.02%
124
ANAutonation Inc
22,200$1.1B0.02%
125
EAElectronic Arts Inc
5,800$818.0M0.02%
126
WFCWells Fargo
12,000$665.0M0.01%
127
TRVCCitigroup Inc
7,120$476.0M0.01%
128
BKNGBooking Holdings Inc
230$466.0M0.01%
129
LILALiberty Latin America
19,720$377.0M0.01%
130
ILMNIllumina Inc
1,000$279.0M0.01%
131
DHIDR Horton Inc
6,157$252.0M0.00%
132
SYFSynchrony Financial
6,606$221.0M0.00%
133
WHRWhirlpool Corp
1,444$211.0M0.00%
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