BECK MACK & OLIVER LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 350
New Positions 14
Increased Positions 54
Decreased Positions 147
Positions with Activity 201
Sold Out Positions 13
Total Mkt Value (in $ millions) 4,061

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

Sector Weighting

Basic Materials 7.24%
Capital Goods 7.35%
Conglomerates 0.01%
Consumer Cyclical 0.24%
Consumer/Non-Cyclical 5.04%
Energy 14.05%
Financial 22.19%
Healthcare 13.5%
Services 9.91%
Technology 15.16%
Transportation 2.74%
Utilities 1.27%

54 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
QUALCOMM INC COM 142,366 424 .30 2,050,935
BLACKSTONE GROUP L P COM UNIT LTD 110,068 790 .72 2,530,294
SCHLUMBERGER LTD COM 101,382 1,771 1.78 1,118,392
FLUOR CORP NEW COM 84,741 1,695 2.04 1,499,842
MATADOR RES CO COM 82,507 7,350 9.78 3,005,705
CHICAGO BRIDGE & IRON CO N V COM 71,459 71,459 New 1,285,230
CREDIT ACCEP CORP MICH COM 67,655 4,466 7.07 293,720
NATIONAL OILWELL VARCO INC COM 65,270 2,330 3.70 1,329,879
HOMEFED CORP COM PAR $.01 57,338 119 .21 1,207,107
APOLLO GLOBAL MGMT LLC CL A SHS 44,848 44,848 New 2,012,935
GLOBALSTAR INC COM 44,747 200 .45 20,156,472
GOOGLE INC CL C 41,668 1,562 3.90 78,031
GRIFOLS S A SP ADR REP B NVT 41,108 5,403 15.13 1,288,235
AMERICAN EXPRESS CO COM 36,677 13,255 56.60 461,515
VERIZON COMMUNICATIONS INC COM 24,879 23 .09 505,469
CRIMSON WINE GROUP LTD COM 24,448 2,246 10.12 2,642,977
DUKE ENERGY CORP NEW COM NEW 16,720 155 .94 220,003
COCA COLA CO COM 7,986 413 5.46 195,071
POTASH CORP SASK INC COM 7,515 124 1.68 242,200
WELLS FARGO & CO NEW COM 6,561 362 5.84 117,073


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