BECK MACK & OLIVER LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 359
New Positions 29
Increased Positions 78
Decreased Positions 160
Positions with Activity 238
Sold Out Positions 21
Total Mkt Value (in $ millions) 4,317

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

Sector Weighting

Basic Materials 8%
Capital Goods 6.51%
Conglomerates 0.01%
Consumer Cyclical 0.18%
Consumer/Non-Cyclical 4.37%
Energy 15.24%
Financial 20.06%
Healthcare 13.52%
Services 11.08%
Technology 15.56%
Transportation 2.74%
Utilities 1.37%

238 Activity Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
LEUCADIA NATL CORP COM 197,549 2,347 1.20 7,771,401
ENSTAR GROUP LIMITED SHS 168,350 -1,767 (1.04) 1,197,542
BAXTER INTL INC COM 160,499 -2,212 (1.36) 2,212,554
QUALCOMM INC COM 135,788 -2,086 (1.51) 1,797,800
ABBOTT LABS COM 131,171 226 .17 3,009,204
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 130,423 -3,116 (2.33) 2,753,293
ROPER INDS INC NEW COM 125,254 -4,466 (3.44) 837,598
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 122,097 -2,947 (2.36) 1,063,467
DEVON ENERGY CORP NEW COM 115,888 -1,700 (1.45) 1,632,916
DOVER CORP COM 115,433 -4,269 (3.57) 1,352,786
INTERNATIONAL BUSINESS MACHS COM 103,826 -5,926 (5.4) 535,187
FLUOR CORP NEW COM 98,961 -2,525 (2.49) 1,408,297
US BANCORP DEL COM NEW 97,877 -783 (0.79) 2,264,096
NATIONAL OILWELL VARCO INC COM 91,897 -45 (0.05) 1,145,416
JOHNSON & JOHNSON COM 91,441 -3,209 (3.39) 846,757
MICROSOFT CORP COM 89,767 2,625 3.01 1,889,040
SCHLUMBERGER LTD COM 88,740 -13,121 (12.88) 859,797
MERCK & CO INC NEW COM 87,420 -5,362 (5.78) 1,445,200
RENAISSANCERE HOLDINGS LTD COM 86,215 -5,530 (6.03) 852,182
LABORATORY CORP AMER HLDGS COM NEW 83,937 -1,363 (1.6) 790,967


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