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) 4,415

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 6.74%
Conglomerates 0.01%
Consumer Cyclical 0.16%
Consumer/Non-Cyclical 4.27%
Energy 16.73%
Financial 18.71%
Healthcare 13.39%
Services 11.32%
Technology 15.5%
Transportation 2.58%
Utilities 1.41%

64 INCREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
LEUCADIA NATL CORP COM 192,361 2,916 1.54 7,679,081
ENSTAR GROUP LIMITED SHS 168,932 2,641 1.59 1,210,113
QUALCOMM INC COM 138,421 8,139 6.25 1,825,416
ABBOTT LABS COM 128,963 516 .40 3,004,026
DEVON ENERGY CORP NEW COM 128,937 12,062 10.32 1,656,866
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 125,815 949 .76 2,819,072
DOVER CORP COM 123,602 2,084 1.72 1,402,813
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 119,576 5,775 5.08 1,089,132
US BANCORP DEL COM NEW 97,153 5,101 5.54 2,282,203
NATIONAL OILWELL VARCO INC COM 97,065 6,779 7.51 1,145,981
RENAISSANCERE HOLDINGS LTD COM 95,772 11,122 13.14 906,846
NOBLE CORP PLC SHS USD 90,723 5,445 6.39 2,813,974
LABORATORY CORP AMER HLDGS COM NEW 84,979 4,682 5.83 803,814
MICROSOFT CORP COM 80,632 8,071 11.12 1,833,790
BLACKSTONE GROUP L P COM UNIT LTD 76,161 1,653 2.22 2,217,858
MARKEL CORP COM 76,028 9,688 14.60 117,201
BED BATH & BEYOND INC COM 71,184 39,860 127.25 1,142,787
HOMEFED CORP COM PAR $.01 67,876 292 .43 1,210,984
SUBSEA 7 S A SPONSORED ADR 61,472 1,920 3.23 3,659,500
ENCANA CORP COM 52,933 83 .16 2,397,321