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 350
New Positions 7
Increased Positions 73
Decreased Positions 126
Positions with Activity 199
Sold Out Positions 12
Total Mkt Value (in $ millions) 4,151

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

Sector Weighting

Basic Materials 7.39%
Capital Goods 5.84%
Conglomerates 0.01%
Consumer Cyclical 0.22%
Consumer/Non-Cyclical 4.96%
Energy 12.3%
Financial 22.21%
Healthcare 14.19%
Services 11.5%
Technology 15.87%
Transportation 3%
Utilities 1.4%

350 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MARKEL CORP COM 80,904 257 .32 118,031
WATERS CORP COM 78,890 -1,021 (1.28) 685,463
NATIONAL OILWELL VARCO INC COM 78,007 1,184 1.54 1,163,062
SCHLUMBERGER LTD COM 74,027 -1,222 (1.62) 845,831
BERKSHIRE HATHAWAY INC DEL CL B NEW 64,298 -940 (1.44) 424,240
LOWES COS INC COM 60,765 -8,659 (12.47) 908,293
GLOBALSTAR INC COM 60,271 -837 (1.37) 19,505,140
HOMEFED CORP COM PAR $.01 56,310 -64 (0.11) 1,204,495
UNION PAC CORP COM 55,552 -28 (0.05) 468,909
CONOCOPHILLIPS COM 55,001 -1,945 (3.42) 774,886
EXXON MOBIL CORP COM 50,353 -806 (1.58) 537,726
MATADOR RES CO COM 41,723 3,940 10.43 2,193,627
SAN JUAN BASIN RTY TR UNIT BEN INT 40,010 1,716 4.48 2,855,838
LEVEL 3 COMMUNICATIONS INC COM NEW 38,940 -86 (0.22) 804,222
GOOGLE INC CL C 38,833 520 1.36 75,207
CARLYLE GROUP L P COM UTS LTD PTN 38,150 8,768 29.84 1,389,810
GOOGLE INC CL A 38,071 -331 (0.86) 73,207
CREDIT ACCEP CORP MICH COM 36,913 36,913 New 268,455
WABTEC CORP COM 34,384 -913 (2.59) 393,407
ENCANA CORP COM 32,101 -27 (0.08) 2,268,600


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