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) 4,083

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

Sector Weighting

Basic Materials 7.12%
Capital Goods 7.38%
Conglomerates 0.01%
Consumer Cyclical 0.24%
Consumer/Non-Cyclical 5.08%
Energy 14.68%
Financial 21.76%
Healthcare 13.44%
Services 10%
Technology 14.92%
Transportation 2.78%
Utilities 1.33%

350 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NATIONAL OILWELL VARCO INC COM 72,784 2,598 3.70 1,329,879
RENAISSANCERE HOLDINGS LTD COM 71,373 -11,460 (13.84) 692,338
CREDIT ACCEP CORP MICH COM 67,849 4,479 7.07 293,720
CHICAGO BRIDGE & IRON CO N V COM 64,094 64,094 New 1,285,230
MERCK & CO INC NEW COM 63,737 -2,975 (4.46) 1,064,769
INTERNATIONAL BUSINESS MACHS COM 60,537 -3,007 (4.73) 348,573
HOMEFED CORP COM PAR $.01 56,734 118 .21 1,207,107
BERKSHIRE HATHAWAY INC DEL CL B NEW 56,392 -709 (1.24) 393,359
GLOBALSTAR INC COM 50,996 228 .45 20,156,472
LOWES COS INC COM 48,678 -13,643 (21.89) 688,509
CONOCOPHILLIPS COM 48,630 -1,269 (2.54) 721,086
APOLLO GLOBAL MGMT LLC CL A SHS 46,056 46,056 New 2,012,935
EXXON MOBIL CORP COM 44,312 -1,855 (4.02) 498,733
LEVEL 3 COMMUNICATIONS INC COM NEW 44,090 -663 (1.48) 791,426
UNION PAC CORP COM 43,156 -4,305 (9.07) 400,670
GOOGLE INC CL C 41,973 1,574 3.90 78,031
GRIFOLS S A SP ADR REP B NVT 41,043 5,395 15.13 1,288,235
BOULEVARD ACQUISITION CORP UT1COM & 1/2WT 39,791 -793 (1.95) 3,014,491
GOOGLE INC CL A 39,262 -608 (1.53) 71,236
WABTEC CORP COM 38,076 -401 (1.04) 381,448