BECK MACK & OLIVER LLC Information

360 MADISON AVE, NEW YORK, New York, 10017, (212) 661-2640

Report Date: 12/31/2014

Position Statistics

Total Positions 359
New Positions 21
Increased Positions 76
Decreased Positions 165
Positions with Activity 241
Sold Out Positions 23
Total Mkt Value (in $ millions) 4,102

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 7.48%
Capital Goods 5.64%
Conglomerates 0.01%
Consumer Cyclical 0.23%
Consumer/Non-Cyclical 5.31%
Energy 13.6%
Financial 21.33%
Healthcare 14.35%
Services 11.36%
Technology 15.35%
Transportation 2.99%
Utilities 1.28%

359 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
LEUCADIA NATL CORP COM 183,265 -3,195 (1.71) 7,703,431
ENSTAR GROUP LIMITED SHS 168,565 931 .56 1,212,961
BAXTER INTL INC COM 150,801 -3,283 (2.13) 2,177,626
QUALCOMM INC COM 144,866 3,917 2.78 2,044,824
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 132,069 -3,065 (2.27) 1,045,514
ABBOTT LABS COM 130,755 -9,732 (6.93) 2,781,436
ROPER INDS INC NEW COM 130,123 -7,290 (5.31) 780,160
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 125,457 -23,082 (15.54) 2,286,441
DEVON ENERGY CORP NEW COM 117,674 12,553 11.94 1,902,256
US BANCORP DEL COM NEW 98,105 -2,531 (2.52) 2,209,074
BLACKSTONE GROUP L P COM UNIT LTD 96,993 2,097 2.21 2,512,126
LABORATORY CORP AMER HLDGS COM NEW 96,535 -854 (0.88) 779,133
DOVER CORP COM 95,048 -1,384 (1.44) 1,326,932
SCHLUMBERGER LTD COM 93,557 21,543 29.91 1,098,856
MARKEL CORP COM 87,358 -838 (0.95) 116,909
FLUOR CORP NEW COM 85,074 3,911 4.82 1,469,836
RENAISSANCERE HOLDINGS LTD COM 80,784 -4,244 (4.99) 803,506
WATERS CORP COM 80,355 -2,065 (2.51) 668,292
JOHNSON & JOHNSON COM 79,344 -5,742 (6.75) 780,560
MICROSOFT CORP COM 75,074 -6,135 (7.55) 1,743,681