BECK MACK & OLIVER LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 351
New Positions 7
Increased Positions 73
Decreased Positions 126
Positions with Activity 199
Sold Out Positions 12
Total Mkt Value (in $ millions) 4,071

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

Sector Weighting

Basic Materials 7.44%
Capital Goods 5.35%
Conglomerates 0.01%
Consumer Cyclical 0.22%
Consumer/Non-Cyclical 5.22%
Energy 11.99%
Financial 22.13%
Healthcare 14.4%
Services 11.67%
Technology 15.99%
Transportation 3.07%
Utilities 1.41%

351 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
LIBERTY MEDIA CORP DELAWARE CL A 401 -27 (6.36) 11,608
OMEGA HEALTHCARE INVS INC COM 401 New 9,000
AMAZON COM INC COM 399 5 1.19 1,276
GILEAD SCIENCES INC COM 398 -109 (21.54) 3,770
CBS CORP (CLASS B) CL B 394 New 7,058
LIBERTY BROADBAND CORP COM SER C 392 -11 (2.63) 8,326
SANOFI CONTGNT VAL RT 392 -10 (2.52) 519,400
CIMAREX ENERGY CO COM 383 New 3,825
PETROMANAS ENERGY INC COM 381 270 242.06 9,070,500
STARBUCKS CORP COM 380 10 2.62 4,310
MONSANTO CO NEW COM 376 New 3,175
COVIDIEN PLC SHS 369 -384 (50.96) 3,416
LIBERTY INTERACTIVE CORP INT COM SER B 362 New 12,656
WILLIAMS PARTNERS L P COM UNIT L P 362 New 8,327
UNITEDHEALTH GROUP INC COM 361 New 3,222
VALSPAR CORP COM 360 360 New 4,133
RPM INTL INC COM 353 New 7,600
ORACLE CORP COM 352 7 2.05 7,973
RANGE RES CORP COM 348 New 7,150
FASTENAL CO COM 347 New 7,500