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 362
New Positions 29
Increased Positions 78
Decreased Positions 161
Positions with Activity 239
Sold Out Positions 21
Total Mkt Value (in $ millions) 3,959

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

Sector Weighting

Basic Materials 7.7%
Capital Goods 6.24%
Conglomerates 0.01%
Consumer Cyclical 0.19%
Consumer/Non-Cyclical 4.56%
Energy 14.4%
Financial 20.98%
Healthcare 13.72%
Services 10.75%
Technology 15.8%
Transportation 2.84%
Utilities 1.47%

78 INCREASED 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 173,769 2,064 1.20 7,771,401
ABBOTT LABS COM 124,762 215 .17 3,009,204
MICROSOFT CORP COM 83,269 2,435 3.01 1,889,040
BED BATH & BEYOND INC COM 80,694 7,373 10.06 1,257,697
MARKEL CORP COM 76,829 297 .39 117,656
BLACKSTONE GROUP L P COM UNIT LTD 67,742 2,515 3.86 2,303,377
EXXON MOBIL CORP COM 50,137 1,008 2.05 546,337
MATADOR RES CO COM 46,205 9,112 24.57 1,986,465
CARLYLE GROUP L P COM UTS LTD PTN 31,031 31,031 New 1,070,406
DUKE ENERGY CORP NEW COM NEW 17,773 170 .96 223,559
GENERAL ELECTRIC CO COM 11,140 3,422 44.34 445,065
FREEPORT-MCMORAN INC CL B 8,975 152 1.72 291,763
POTASH CORP SASK INC COM 7,539 33 .43 231,900
AIR PRODS & CHEMS INC COM 5,670 5,199 1,103.45 43,625
DISNEY WALT CO COM DISNEY 4,618 76 1.67 54,002
HESS CORP COM 4,525 837 22.70 56,766
NOBLE ENERGY INC COM 4,213 3,451 452.83 73,250
JPMORGAN CHASE & CO COM 3,778 1,386 57.98 66,709
PFIZER INC COM 3,615 15 .42 129,424
CRIMSON WINE GROUP LTD COM 3,091 14 .46 330,580