13F-HR 1 d13fhr.txt MARKEL GAYNOR FORM 13F DATED JUNE 30, 2001 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter: June 30, 2001 ----------------- Check here if Amendment [ ]; Amendment Number: ____ This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Markel Gayner Asset Management Corporation Address: 4521 Highwoods Pkwy Glen Allen, VA 23060 Form 13F File Number: 28-6056 -------- The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Thomas S. Gayner Title: President Phone: 804-527-3806 Signature, Place, and Date of Signing: Thomas S. Gayner Richmond, VA 08/14/01 ---------------------- ---------------------------- ------------------- [Signature] [City, State] [Date] Report Type (Check only one.): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) 1 Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 2 ---------------------- Form 13F Information Table Entry Total: 106 ----------------- Form 13F Information Table Value Total: $507,473 ----------------- (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. No. Form 13F File Number Name --- -------------------- ---- 1 To Be Assigned Markel Corporation 2 To Be Assigned Evanston Insurance Company 2 Markel Gayner Asset Management Corporation FORM 13F June 30, 2001

Voting Authority -------------------------- Title of Value Shares/ Sh/ Put/ Invstmt Other Name of Issuer class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None ----------------------------------------------------------------------------------------------------------------------------- A.J. Gallagher COM 363576109 520 20000 SH Other 1,2 20000 676 26000 SH Other 1 26000 Abbott Laboratories COM 002824100 1128 23500 SH Other 1 23500 Ace Limited COM G0070K103 5887 150600 SH Other 1 150600 Albertsons COM 013104104 750 25000 SH Other 1,2 25000 3748 125000 SH Other 1 125000 Allied Capital Corp. COM 019033109 2315 100000 SH Other 1,2 100000 Aluminum Company of America COM 022249106 7757 196880 SH Other 1,2 196880 3538 89800 SH Other 1 89800 American Express COM 025816109 3957 102000 SH Other 1,2 102000 2212 57000 SH Other 1 57000 American Home Products COM 026609107 1851 31500 SH Other 1 31500 Amwest COM 032345100 2 84458 SH Other 1,2 84458 3 138787 SH Other 1 138787 Anheuser Busch COM 035229103 9394 228000 SH Other 1,2 228000 16480 400000 SH Other 1 400000 Automatic Data Processing COM 019411107 1029 20700 SH Other 1 20700 Bank of New York COM 064057102 240 5000 SH Other 1,2 5000 1200 25000 SH Other 1 25000 Berkshire Hathaway Class B COM 084670207 12018 5225 SH Other 1,2 5225 45942 19975 SH Other 1 19975 Berkshire Hathaway, Inc. COM 10382K102 10136 145 SH Other 1,2 145 3844 55 SH Other 1 55 Bristol Myers Squibb COM 110122108 1062 20300 SH Other 1 20300 Brown Forman Class A COM 115637100 754 11500 SH Other 1,2 11500 8390 128000 SH Other 1 128000 Caraustar Industries COM 140909102 37 4000 SH Other 1,2 4000 331 36000 SH Other 1 36000 Carmax COM 172737306 8195 513500 SH Other 1,2 513500 5858 367000 SH Other 1 367000 Cedar Fair LP COM 150185106 1161 51000 SH Other 1,2 51000 8141 357700 SH Other 1 357700 Centerpoint Property Trust COM 151895109 12319 245400 SH Other 1,2 245400 10678 212700 SH Other 1 212700 Cincinnati Financial COM 172062101 6320 160000 SH Other 1,2 160000 10086 255350 SH Other 1 255350 Circuit City COM 172737108 3150 175000 SH Other 1,2 175000 3074 170800 SH Other 1 170800 Claire's Stores COM 179584107 484 25000 SH Other 1,2 25000 4356 225000 SH Other 1 225000 Clayton Homes COM 184190106 393 25000 SH Other 1,2 25000 24267 1543700 SH Other 1 1543700 Costco COM 22160K105 3081 75000 SH Other 1,2 75000 1643 40000 SH Other 1 40000 Exxon Corporation COM 302290101 2612 29900 SH Other 1 29900 Family Golf Centers Inc. COM 30701A106 1 60000 SH Other 1,2 60000 2 100000 SH Other 1 100000 Ford Motor Co. COM 345370100 2946 120000 SH Other 1 120000 Gannett Company COM 364730101 1450 22000 SH Other 1 22000 General Dynamics COM 369550108 1556 20000 SH Other 1 20000 H&R Block COM 093671105 65 1000 SH Other 1,2 1000 3098 48000 SH Other 1 48000

3 June 30, 2001

Voting Authority --------------------- Title of Value Shares/ Sh/ Put/ Invstmt Name of Issuer class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None --------------------------------------------------------------------------------------------------------------------------------- HCC Corporation COM 404132102 14699 600000 SH Other 1,2 600000 6382 260500 SH Other 1 260500 Highlands Insurance Group COM 431032101 848 174900 SH Other 1 174900 Hillenbrand Industries COM 431573104 3261 57100 SH Other 1,2 57100 8418 147400 SH Other 1 147400 International Speedway COM 460335201 953 22700 SH Other 1,2 22700 5460 130000 SH Other 1 130000 Interpublic Group COM 460690100 1262 43000 SH Other 1,2 43000 528 18000 SH Other 1 18000 Investors Title Company COM 461804106 639 42200 SH Other 1,2 42200 2592 171100 SH Other 1 171100 Johnson and Johnson COM 478160104 1360 27200 SH Other 1 27200 Kimberly Clark Corp COM 494368103 279 5000 SH Other 1,2 5000 1106 19780 SH Other 1 19780 Marriot International COM 571903202 2604 55000 SH Other 1 55000 Marsh & McLennan COM 571748102 1666 16500 SH Other 1 16500 Martin Marietta Materials COM 573284106 2103 42500 SH Other 1,2 42500 19128 386486 SH Other 1 386486 Massey Energy COM 576206106 4940 250000 SH Other 1 250000 Merck COM 58155Q103 914 14300 SH Other 1 14300 Mondavi Wineries COM 609200100 1824 45000 SH Other 1 45000 National Golf Properties COM 63623G109 545 20000 SH Other 1,2 20000 1763 64700 SH Other 1 64700 Nike COM 654106103 1260 30000 SH Other 1 30000 Penn National Gaming COM 707569109 787 31000 SH Other 1,2 31000 1974 77700 SH Other 1 77700 Pepsico COM 713448108 1472 33300 SH Other 1 33300 Pfizer Inc COM 717081103 1966 49100 SH Other 1 49100 Pharmacia & Upjohn COM 71713U102 1559 33920 SH Other 1 33920 Philip Morris, Inc. COM 718154107 5811 114500 SH Other 1 114500 Plains Resources Inc. COM 726540503 1261 45440 SH Other 1,2 45440 RLI Corporation COM 749607107 2080 46312 SH Other 1,2 46312 11365 253006 SH Other 1 253006 Regis Corporation COM 758932107 1343 64000 SH Other 1 64000 Sealed Air COM 81211K100 894 24000 SH Other 1 24000 ServiceMaster COM 817615107 1860 155000 SH Other 1,2 155000 3317 276443 SH Other 1 276443 Southwest Airlines COM 844741108 924 50000 SH Other 1 50000 State Street Corp COM 857477103 1010 20400 SH Other 1 20400 United Parcel Service COM 911312106 1445 25000 SH Other 1 25000 Valley National Bank COM 919794107 472 16647 SH Other 1,2 16647 908 32025 SH Other 1 32025 Vulcan Materials COM 929160109 322 6000 SH Other 1,2 6000 2472 46000 SH Other 1 46000 Wal-Mart Stores COM 931142103 1376 28200 SH Other 1 28200 Washington Post Co COM 939640108 918 1600 SH Other 1 1600 Washington Real Estate Investm COM 939653101 2258 95500 SH Other 1,2 95500 8269 349800 SH Other 1 349800 Waste Management COM 94106l109 770 25000 SH Other 1,2 25000 5394 175000 SH Other 1 175000 White Mountain COM G9618E107 113 300 SH Other 1,2 300 54557 145000 SH Other 1 145000 XL Capital COM G3242A102 29487 359160 SH Other 1,2 359160 16418 199978 SH Other 1 199978 REPORT SUMMARY 106 DATA RECORDS $507,473 2 OTHER MANAGERS ON WHOSE BEHALF REPORT IS FILED --------

4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter: June 30, 2001 ----------------- Check here if Amendment [ ]; Amendment Number: ____ This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Markel Corporation Address: 4521 Highwoods Pkwy Glen Allen, VA 23060 Form 13F File Number: To Be Assigned -------------- The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Thomas S. Gayner Title: Chief Investment Officer Phone: 804-527-3806 Signature, Place, and Date of Signing: Thomas S. Gayner Richmond, VA 08/14/01 ---------------------- ---------------------------- ------------------- [Signature] [City, State] [Date] Report Type (Check only one.): [ ] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [X] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager: Form 13F File Number Name -------------------- ---- 28-6056 Markel Gayner Asset Management Corporation 5 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter: June 30, 2001 ----------------- Check here if Amendment [ ]; Amendment Number: ____ This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Evanston Insurance Company Address: Ten Parkway North Deerfield, IL 60015 Form 13F File Number: To Be Assigned -------------- The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Anne Waleski Title: Assistant Treasurer Phone: 804-747-0136 Signature, Place, and Date of Signing: Anne Waleski Richmond, VA 08/14/01 ---------------------- ---------------------------- ------------------- [Signature] [City, State] [Date] Report Type (Check only one.): [ ] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [X] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager: Form 13F File Number Name -------------------- ---- 28-6056 Markel Gayner Asset Management Corporation 6