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) 4,116

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

Sector Weighting

Basic Materials 7.31%
Capital Goods 7.41%
Conglomerates 0.01%
Consumer Cyclical 0.24%
Consumer/Non-Cyclical 5.07%
Energy 14.3%
Financial 21.98%
Healthcare 13.45%
Services 9.91%
Technology 15.03%
Transportation 2.74%
Utilities 1.29%

350 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PUBLIC SVC ENTERPRISE GROUP COM 746 New 17,000
CARMAX INC COM 724 New 10,000
UNILEVER N V N Y SHS NEW 724 New 16,721
SELECT SECTOR SPDR TR TECHNOLOGY 716 New 16,423
FREEPORT-MCMORAN INC CL B 706 -3,805 (84.36) 33,613
BANK AMER CORP WT EXP 011619 679 -3 (0.42) 118,500
TRACTOR SUPPLY CO COM 675 -18 (2.58) 7,454
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 667 -24 (3.48) 17,009
CARLISLE COS INC COM 657 New 6,700
DISCOVERY COMMUNICATNS NEW COM SER A 652 652 New 19,662
IRON MTN INC NEW COM 638 -10 (1.55) 17,417
CINCINNATI FINL CORP COM 625 New 12,275
ISHARES TR TIPS BD ETF 625 New 5,532
IDEX CORP COM 621 New 7,873
LOEWS CORP COM 610 New 14,996
BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 608 -4 (0.68) 13,543
MASTERCARD INC CL A 602 602 New 6,500
ALLSTATE CORP COM 579 New 8,558
LIBERTY GLOBAL PLC SHS CL C 577 New 10,734
VORNADO RLTY TR SH BEN INT 566 New 5,534