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 352
New Positions 14
Increased Positions 55
Decreased Positions 148
Positions with Activity 203
Sold Out Positions 13
Total Mkt Value (in $ millions) 3,966

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

Sector Weighting

Basic Materials 7.2%
Capital Goods 7.16%
Conglomerates 0.01%
Consumer Cyclical 0.25%
Consumer/Non-Cyclical 5.23%
Energy 13.24%
Financial 23.11%
Healthcare 12.31%
Services 9.72%
Technology 14.85%
Transportation 2.67%
Utilities 1.21%

352 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BANK AMER CORP WT EXP 011619 738 -3 (0.42) 118,500
UNILEVER N V N Y SHS NEW 707 New 16,721
FLOWSERVE CORP COM 696 New 13,362
SELECT SECTOR SPDR TR TECHNOLOGY 685 New 16,423
CARLISLE COS INC COM 679 New 6,700
TRACTOR SUPPLY CO COM 677 -18 (2.58) 7,454
PUBLIC SVC ENTERPRISE GROUP COM 671 New 17,000
CARMAX INC COM 670 New 10,000
DISCOVERY COMMUNICATNS NEW COM SER A 655 655 New 19,662
CINCINNATI FINL CORP COM 645 New 12,275
IDEX CORP COM 622 New 7,873
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 621 -22 (3.48) 17,009
FREEPORT-MCMORAN INC CL B 618 -3,335 (84.36) 33,613
ISHARES TR TIPS BD ETF 618 New 5,532
MASTERCARD INC CL A 614 614 New 6,500
BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 605 -4 (0.68) 13,543
LOEWS CORP COM 583 New 14,996
DOLLAR TREE INC COM 561 New 7,000
ALLSTATE CORP COM 560 New 8,558
LIBERTY GLOBAL PLC SHS CL C 549 New 10,734