BECK MACK & OLIVER LLC
360 MADISON AVE, NEW YORK, New York, 10017, (212) 661-2640
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 307 |
| New Positions | 14 |
| Increased Positions | 80 |
| Decreased Positions | 127 |
| Positions with Activity | 207 |
| Sold Out Positions | 9 |
| Total Mkt Value (in $ millions) |
3,712 |
Sector Weighting
| Basic Materials | 9.85% |
| Capital Goods | 5.39% |
| Conglomerates | 0.01% |
| Consumer Cyclical | 0.15% |
| Consumer/Non-Cyclical | 5.11% |
| Energy | 14.65% |
| Financial | 18.93% |
| Healthcare | 14.43% |
| Services | 9.83% |
| Technology | 16.11% |
| Transportation | 2.42% |
| Utilities | 1.53% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
307 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| RENAISSANCERE HOLDINGS LTD | COM | 70,427 | 5,749 | 8.89 | 811,367 |
| US BANCORP DEL | COM NEW | 70,352 | 3,917 | 5.90 | 1,990,164 |
| DEVON ENERGY CORP NEW | COM | 69,154 | 17,439 | 33.72 | 1,250,516 |
| GOOGLE INC | CL A | 62,486 | 2,448 | 4.08 | 69,381 |
| NATIONAL OILWELL VARCO INC | COM | 58,117 | 55,913 | 2,537.61 | 812,937 |
| EXXON MOBIL CORP | COM | 57,428 | -4,155 | (6.75) | 624,693 |
| CONOCOPHILLIPS | COM | 55,150 | -575 | (1.03) | 888,087 |
| BROOKFIELD PPTY PARTNERS L P | UNIT LTD PARTN | 53,584 | 1,270 | 2.43 | 2,561,366 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 52,808 | -261 | (0.49) | 458,519 |
| COACH INC | COM | 51,805 | 51,805 | New | 885,857 |
| SUBSEA 7 S A | SPONSORED ADR | 49,317 | 795 | 1.64 | 2,226,504 |
| BED BATH & BEYOND INC | COM | 43,849 | 18,950 | 76.11 | 609,098 |
| UNION PAC CORP | COM | 41,192 | -800 | (1.91) | 260,792 |
| HOMEFED CORP | COM PAR $.01 | 39,650 | 219 | .56 | 1,201,509 |
| ENCANA CORP | COM | 36,268 | 8,671 | 31.42 | 2,003,744 |
| HCC INS HLDGS INC | COM | 34,445 | -3,166 | (8.42) | 797,702 |
| MARKEL CORP | COM | 27,760 | 16,255 | 141.29 | 52,377 |
| WABTEC CORP | COM | 27,562 | -2,076 | (7.01) | 510,600 |
| VERIZON COMMUNICATIONS INC | COM | 27,541 | -864 | (3.04) | 534,255 |
| BRISTOW GROUP INC | COM | 27,497 | -1,215 | (4.23) | 423,230 |
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