Tom Gayner’s Linear Technology Corp LLTC Stock Holding History

Tom Gayner’s Portfolio LLTC Stock Details LLTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-206,000	Closed	-$12.8M	–	137
2016 Q4	$12.8M	Hold	206,000	–	–	0.31%	66
2016 Q3	$12.2M	Buy	206,000 +30,000	+17%	+$1.68M	0.31%	65
2016 Q2	$8.19M	Buy	176,000 +110,000	+167%	+$5.03M	0.22%	77
2016 Q1	$2.94M	Buy	+66,000	New	+$2.79M	0.08%	103

Other funds holding LLTC

FPF

FNY Partners Fund New York $185M AUM 32.59% 1-Year Est. Return

IIC

Ironwood Investment Counsel Scottsdale, Arizona $762M AUM 23.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Tom Gayner's LLTC Position: Q1 2017 in Review

Tom Gayner sold out of Linear Technology Corp (LLTC) in Q1 2017, closing a stake of 206,000 shares — an estimated $12.8M sold.

Tom Gayner first reported a position in LLTC in Q1 2016 and held it in 4 quarters. The position peaked at $12.8M in Q4 2016. 5 funds tracked by Wall St. Rank hold LLTC as of Q1 2017.

Tom Gayner reported no remaining Linear Technology Corp position as of Q1 2017 after selling out during the quarter.
Tom Gayner sold 206,000 Linear Technology Corp shares in Q1 2017, an estimated $12.8M.
Tom Gayner first reported a position in Linear Technology Corp in Q1 2016 and held it in 4 quarters.
Tom Gayner's Linear Technology Corp position peaked at $12.8M in Q4 2016.
5 funds tracked by Wall St. Rank held Linear Technology Corp as of Q1 2017.

Based on Markel Group's 13F filing for Q1 2017, filed 28 Apr 2017.