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) 4,034

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

Sector Weighting

Basic Materials 7.19%
Capital Goods 5.58%
Conglomerates 0.01%
Consumer Cyclical 0.24%
Consumer/Non-Cyclical 5.25%
Energy 13.12%
Financial 21.59%
Healthcare 14.6%
Services 11.79%
Technology 15.37%
Transportation 2.9%
Utilities 1.31%

241 Activity Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ENSTAR GROUP LIMITED SHS 172,908 955 .56 1,212,961
LEUCADIA NATL CORP COM 170,785 -2,977 (1.71) 7,703,431
BAXTER INTL INC COM 149,276 -3,249 (2.13) 2,177,626
QUALCOMM INC COM 137,054 3,705 2.78 2,044,824
ROPER INDS INC NEW COM 133,727 -7,492 (5.31) 780,160
ABBOTT LABS COM 130,116 -9,685 (6.93) 2,781,436
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 128,128 -2,974 (2.27) 1,045,514
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 122,485 -22,535 (15.54) 2,286,441
DEVON ENERGY CORP NEW COM 112,518 12,003 11.94 1,902,256
LABORATORY CORP AMER HLDGS COM NEW 99,067 -876 (0.88) 779,133
BLACKSTONE GROUP L P COM UNIT LTD 95,486 2,064 2.21 2,512,126
US BANCORP DEL COM NEW 94,681 -2,443 (2.52) 2,209,074
DOVER CORP COM 92,554 -1,348 (1.44) 1,326,932
SCHLUMBERGER LTD COM 91,546 21,080 29.91 1,098,856
MARKEL CORP COM 89,315 -857 (0.95) 116,909
FLUOR CORP NEW COM 83,428 3,835 4.82 1,469,836
WATERS CORP COM 82,942 -2,131 (2.51) 668,292
RENAISSANCERE HOLDINGS LTD COM 80,262 -4,216 (4.99) 803,506
JOHNSON & JOHNSON COM 78,321 -5,668 (6.75) 780,560
MICROSOFT CORP COM 71,439 -5,838 (7.55) 1,743,681