BECK MACK & OLIVER LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 342
New Positions 7
Increased Positions 63
Decreased Positions 147
Positions with Activity 210
Sold Out Positions 14
Total Mkt Value (in $ millions) 4,435

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

Sector Weighting

Basic Materials 7.85%
Capital Goods 6.76%
Conglomerates 0.01%
Consumer Cyclical 0.16%
Consumer/Non-Cyclical 4.35%
Energy 16.65%
Financial 18.79%
Healthcare 13.29%
Services 11.39%
Technology 15.4%
Transportation 2.56%
Utilities 1.4%

342 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
LEUCADIA NATL CORP COM 194,358 2,946 1.54 7,679,081
ENSTAR GROUP LIMITED SHS 174,220 2,724 1.59 1,210,113
BAXTER INTL INC COM 171,638 -462 (0.27) 2,243,050
QUALCOMM INC COM 144,920 8,521 6.25 1,825,416
ABBOTT LABS COM 128,362 514 .40 3,004,026
DEVON ENERGY CORP NEW COM 127,595 11,936 10.32 1,656,866
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 125,674 948 .76 2,819,072
DOVER CORP COM 124,458 2,098 1.72 1,402,813
ROPER INDS INC NEW COM 124,081 -3,238 (2.54) 867,460
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 122,691 5,926 5.08 1,089,132
SCHLUMBERGER LTD COM 110,891 -1,819 (1.61) 986,923
FLUOR CORP NEW COM 110,859 -285 (0.26) 1,444,231
INTERNATIONAL BUSINESS MACHS COM 108,903 -6,168 (5.36) 565,731
NATIONAL OILWELL VARCO INC COM 97,924 6,839 7.51 1,145,981
US BANCORP DEL COM NEW 96,241 5,053 5.54 2,282,203
RENAISSANCERE HOLDINGS LTD COM 96,108 11,161 13.14 906,846
NOBLE CORP PLC SHS USD 91,623 5,499 6.39 2,813,974
MERCK & CO INC NEW COM 89,485 -7,460 (7.7) 1,533,847
JOHNSON & JOHNSON COM 89,225 -4,868 (5.17) 876,472
LABORATORY CORP AMER HLDGS COM NEW 83,187 4,583 5.83 803,814