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 343
New Positions 7
Increased Positions 64
Decreased Positions 147
Positions with Activity 211
Sold Out Positions 14
Total Mkt Value (in $ millions) 4,425

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

Sector Weighting

Basic Materials 7.82%
Capital Goods 6.77%
Conglomerates 0.01%
Consumer Cyclical 0.16%
Consumer/Non-Cyclical 4.29%
Energy 16.74%
Financial 18.67%
Healthcare 13.39%
Services 11.39%
Technology 15.37%
Transportation 2.61%
Utilities 1.4%

147 DECREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BAXTER INTL INC COM 171,930 -463 (0.27) 2,243,050
ROPER INDS INC NEW COM 123,839 -3,232 (2.54) 867,460
SCHLUMBERGER LTD COM 110,318 -1,809 (1.61) 986,923
INTERNATIONAL BUSINESS MACHS COM 109,978 -6,229 (5.36) 565,731
FLUOR CORP NEW COM 109,790 -282 (0.26) 1,444,231
JOHNSON & JOHNSON COM 89,497 -4,882 (5.17) 876,472
MERCK & CO INC NEW COM 89,193 -7,436 (7.7) 1,533,847
GLOBALSTAR INC COM 83,062 -183 (0.22) 19,966,900
WATERS CORP COM 75,596 -7,854 (9.41) 713,440
CONOCOPHILLIPS COM 71,727 -655 (0.91) 834,808
BERKSHIRE HATHAWAY INC DEL CL B NEW 55,395 -4,113 (6.91) 434,297
EXXON MOBIL CORP COM 55,237 -1,990 (3.48) 535,349
LOWES COS INC COM 51,543 -5,021 (8.88) 1,080,558
UNION PAC CORP COM 48,393 -245 (0.5) 476,028
AXIS CAPITAL HOLDINGS LTD SHS 37,342 -1,344 (3.47) 850,618
LEVEL 3 COMMUNICATIONS INC COM NEW 37,188 -8,525 (18.65) 814,460
WABTEC CORP COM 35,462 -1,787 (4.8) 414,952
SPECTRA ENERGY CORP COM 33,223 -187 (0.56) 780,249
COACH INC COM 31,679 -726 (2.24) 914,775
WILLIAMS COS INC DEL COM 29,933 -227 (0.75) 514,315