MARKEL GROUP INC. Q4 2019 Filing
Filed February 7, 2020
Portfolio Value
$7.2B
Holdings
134
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (134 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | DLTRDollar Tree Inc | 123,100 | $11.6B | 160.74% | |
| 102 | COSTCostco | 39,150 | $11.5B | 159.76% | |
| 103 | AMTAmerican Tower | 48,200 | $11.1B | 153.80% | |
| 104 | VRSKVerisk Analytics Inc | 74,000 | $11.1B | 153.43% | |
| 105 | LM05Liberty Media Group A | 229,500 | $10.0B | 139.50% | |
| 106 | 4I1Philip Morris International | 114,500 | $9.7B | 135.27% | |
| 107 | CDKCDK Global Inc | 176,897 | $9.7B | 134.30% | |
| 108 | WFCWells Fargo | 175,000 | $9.4B | 130.71% | |
| 109 | MCKMcKesson Corp | 63,100 | $8.7B | 121.18% | |
| 110 | CCKCrown Holdings Inc | 112,000 | $8.1B | 112.79% | |
| 111 | CABOCable One | 5,200 | $7.7B | 107.46% | |
| 112 | AONAon Corporation | 37,000 | $7.7B | 107.00% | |
| 113 | TRUTransUnion | 87,000 | $7.4B | 103.40% | |
| 114 | ALBAlbemarle Corp | 73,000 | $5.3B | 74.03% | |
| 115 | OI*Owens-Illinois Inc | 350,000 | $4.2B | 57.96% | |
| 116 | TRUPTrupanion | 110,000 | $4.1B | 57.20% | |
| 117 | LBTYBLiberty Global PLC | 179,000 | $4.1B | 56.51% | |
| 118 | PAGPenske Automotive Group | 72,000 | $3.6B | 50.19% | |
| 119 | DISCKUSDDiscovery Communications | 117,000 | $3.6B | 49.52% | |
| 120 | YUSDAlleghany Corporation | 4,328 | $3.5B | 48.05% | |
| 121 | GHCGraham Holdings Co | 5,200 | $3.3B | 46.13% | |
| 122 | BALLBall Corporation | 42,000 | $2.7B | 37.71% | |
| 123 | KHCKraft Heinz Co | 68,000 | $2.2B | 30.34% | |
| 124 | ANAutonation Inc | 43,610 | $2.1B | 29.43% | |
| 125 | WRBWR Berkley Corp | 27,000 | $1.9B | 25.91% | |
| 126 | SHAKShake Shack Inc - Class A | 30,200 | $1.8B | 24.98% | |
| 127 | DHIDR Horton Inc | 31,347 | $1.7B | 22.96% | |
| 128 | TRVCCitigroup Inc | 20,320 | $1.6B | 22.53% | |
| 129 | LENLennar Corp - B | 24,050 | $1.1B | 14.92% | |
| 130 | BUDAnheuser-Busch Inbev ADR | 13,000 | $1.1B | 14.81% | |
| 131 | BKNGBooking Holdings Inc | 200 | $411.0M | 5.71% | |
| 132 | ILMNIllumina Inc | 1,000 | $332.0M | 4.61% | |
| 133 | LENLennar Corporation | 5,900 | $329.0M | 4.57% | |
| 134 | IACIEURInterActiveCorp | 1,150 | $286.0M | 3.97% |
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