Seeking Alpha

Among the moves made by Tom Gayner in Markel's (MKL) portfolio in the last quarter (13F): A...

Among the moves made by Tom Gayner in Markel's (MKL) portfolio in the last quarter (13F): A near-doubling in the Calamos Asset Management (CLMS) stake, and big bumps in a couple of resource plays - Alliance Holdings (AHGP) and Alpha Natural (ANR). Gayner also doubled the firm's holdings of Nike (NKE), and tripled (pre-S&P lawsuit) the stake in Moody's (MCO).
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