BECK MACK & OLIVER LLC Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 349
New Positions 10
Increased Positions 42
Decreased Positions 174
Positions with Activity 216
Sold Out Positions 29
Total Mkt Value (in $ millions) 3,514

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

Sector Weighting

Basic Materials 6.73%
Capital Goods 6.88%
Conglomerates 0.01%
Consumer Cyclical 0.27%
Consumer/Non-Cyclical 5.25%
Energy 11.23%
Financial 24.09%
Healthcare 13.18%
Services 9.14%
Technology 15.44%
Transportation 2.76%
Utilities 1.28%

349 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
DANA HLDG CORP COM 354 95 36.74 20,603
HERSHEY CO COM 350 New 3,873
BOSTON SCIENTIFIC CORP COM 344 New 20,300
RPM INTL INC COM 337 New 7,600
UNITEDHEALTH GROUP INC COM 335 -33 (8.98) 2,847
HALYARD HEALTH INC COM 326 -23 (6.57) 10,372
FREEPORT-MCMORAN INC CL B 324 -18 (5.36) 31,813
CBS CORP (CLASS B) CL B 321 New 7,088
STERICYCLE INC COM 319 New 2,250
MONSANTO CO NEW COM 319 New 3,243
HEALTHCARE SVCS GRP INC COM 317 New 9,500
LAUDER ESTEE COS INC CL A 316 New 3,950
VALSPAR CORP COM 311 New 4,133
OMEGA HEALTHCARE INVS INC COM 309 New 9,000
TOTAL S A SPONSORED ADR 308 -37 (10.82) 6,800
LILLY ELI & CO COM 307 New 3,669
AMERICAN NATL INS CO COM 302 New 3,000
AMERICAN TOWER CORP NEW COM 298 New 3,175
TIME WARNER INC COM NEW 292 -7 (2.31) 4,016
FASTENAL CO COM 292 New 7,500