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%

165 DECREASED 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
BAXTER INTL INC COM 150,801 -3,283 (2.13) 2,177,626
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
US BANCORP DEL COM NEW 98,105 -2,531 (2.52) 2,209,074
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
MARKEL CORP COM 87,358 -838 (0.95) 116,909
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
LOWES COS INC COM 65,247 -1,985 (2.95) 881,477
MERCK & CO INC NEW COM 64,505 -16,874 (20.74) 1,114,464
BED BATH & BEYOND INC COM 64,422 -28,265 (30.5) 866,359
INTERNATIONAL BUSINESS MACHS COM 58,330 -24,901 (29.92) 365,887
BERKSHIRE HATHAWAY INC DEL CL B NEW 57,722 -3,759 (6.11) 398,302
UNION PAC CORP COM 52,087 -3,342 (6.03) 440,635