BECK MACK & OLIVER LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 359
New Positions 21
Increased Positions 76
Decreased Positions 165
Positions with Activity 241
Sold Out Positions 23
Total Mkt Value (in $ millions) 4,111

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

Sector Weighting

Basic Materials 7.47%
Capital Goods 5.62%
Conglomerates 0.01%
Consumer Cyclical 0.23%
Consumer/Non-Cyclical 5.32%
Energy 13.6%
Financial 21.36%
Healthcare 14.37%
Services 11.22%
Technology 15.42%
Transportation 3.02%
Utilities 1.3%

359 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SELECT SECTOR SPDR TR TECHNOLOGY 708 -10 (1.45) 16,423
TRACTOR SUPPLY CO COM 674 .04 7,651
CARMAX INC COM 671 New 10,000
IRON MTN INC NEW COM 650 (0.06) 17,692
CINCINNATI FINL CORP COM 648 New 12,275
ISHARES TR TIPS BD ETF 631 .05 5,532
CARLISLE COS INC COM 624 New 6,700
BOSWELL J G CO COM 620 New 738
BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 620 -14 (2.15) 13,635
LOEWS CORP COM 615 New 14,996
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 609 -19 (3.03) 17,622
VORNADO RLTY TR SH BEN INT 609 -33 (5.14) 5,534
IDEX CORP COM 608 New 7,873
ALLSTATE CORP COM 604 New 8,558
CORNING INC COM 597 New 24,455
GRUPO TMM S A B SP ADR 5 A SHS 595 -10 (1.73) 454,240
HUGOTON RTY TR TEX UNIT BEN INT 590 -51 (7.93) 72,600
BRADY CORP CL A 582 New 21,600
ALLERGAN INC COM 582 New 2,500
HALYARD HEALTH INC COM 561 -30 (5.15) 12,176