BECK MACK & OLIVER LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 350
New Positions 7
Increased Positions 73
Decreased Positions 126
Positions with Activity 199
Sold Out Positions 12
Total Mkt Value (in $ millions) 4,254

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

Sector Weighting

Basic Materials 7.81%
Capital Goods 6.31%
Conglomerates 0.01%
Consumer Cyclical 0.2%
Consumer/Non-Cyclical 4.85%
Energy 13.43%
Financial 21.87%
Healthcare 13.52%
Services 10.87%
Technology 15.59%
Transportation 3.01%
Utilities 1.39%

73 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
LEUCADIA NATL CORP COM 189,437 1,603 .85 7,837,711
ENSTAR GROUP LIMITED SHS 175,765 1,271 .73 1,206,265
BAXTER INTL INC COM 161,181 904 .56 2,225,027
QUALCOMM INC COM 142,192 13,704 10.67 1,989,541
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 122,532 723 .59 1,069,779
DEVON ENERGY CORP NEW COM 114,196 4,464 4.07 1,699,338
US BANCORP DEL COM NEW 99,639 87 .09 2,266,065
NATIONAL OILWELL VARCO INC COM 85,857 1,303 1.54 1,163,062
MARKEL CORP COM 82,114 261 .32 118,031
BLACKSTONE GROUP L P COM UNIT LTD 81,403 5,115 6.71 2,457,826
SAN JUAN BASIN RTY TR UNIT BEN INT 51,833 2,223 4.48 2,855,838
MATADOR RES CO COM 50,782 4,796 10.43 2,193,627
CARLYLE GROUP L P COM UTS LTD PTN 41,416 9,518 29.84 1,389,810
GOOGLE INC CL C 40,424 542 1.36 75,207
CREDIT ACCEP CORP MICH COM 39,734 39,734 New 268,455
VERIZON COMMUNICATIONS INC COM 26,045 117 .45 518,722
BRISTOW GROUP INC COM 24,685 3,734 17.82 346,800
CRIMSON WINE GROUP LTD COM 17,984 15,026 507.85 2,009,424
DUKE ENERGY CORP NEW COM NEW 17,869 36 .20 224,006
ROYAL DUTCH SHELL PLC SPONS ADR A 17,284 21 .12 240,724