BECK MACK & OLIVER LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 342
New Positions 7
Increased Positions 63
Decreased Positions 147
Positions with Activity 210
Sold Out Positions 14
Total Mkt Value (in $ millions) 4,435

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

Sector Weighting

Basic Materials 7.85%
Capital Goods 6.76%
Conglomerates 0.01%
Consumer Cyclical 0.16%
Consumer/Non-Cyclical 4.35%
Energy 16.65%
Financial 18.79%
Healthcare 13.29%
Services 11.39%
Technology 15.4%
Transportation 2.56%
Utilities 1.4%

342 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WABTEC CORP COM 33,628 -1,695 (4.8) 414,952
SPECTRA ENERGY CORP COM 33,402 -188 (0.56) 780,249
BOULEVARD ACQUISITION CORP UT1COM & 1/2WT 32,885 32,885 New 3,198,925
COACH INC COM 31,331 -718 (2.24) 914,775
WILLIAMS COS INC DEL COM 29,943 -227 (0.75) 514,315
AMERICAN EXPRESS CO COM 29,374 -393 (1.32) 314,062
VERIZON COMMUNICATIONS INC COM 26,207 -19 (0.07) 516,402
PICO HLDGS INC COM NEW 24,030 9 .04 1,078,075
FEDEX CORP COM 22,698 -101 (0.45) 148,480
BRISTOW GROUP INC COM 22,033 -240 (1.08) 296,543
CHEVRON CORP NEW COM 20,954 631 3.11 160,703
ROYAL DUTCH SHELL PLC SPONS ADR A 20,821 -789 (3.65) 253,199
DUKE ENERGY CORP NEW COM NEW 16,188 -31 (0.19) 221,425
WAL-MART STORES INC COM 15,883 -137 (0.86) 206,034
BERKSHIRE HATHAWAY INC DEL CL A 14,629 1,732 13.43 76
SYSCO CORP COM 13,975 -164 (1.16) 380,283
EMERSON ELEC CO COM 12,683 -2,188 (14.71) 188,203
HUBBELL INC CL B 12,051 -462 (3.69) 99,015
KIMBERLY CLARK CORP COM 11,958 -72 (0.6) 105,553
KNOWLES CORP COM 11,836 -8,313 (41.26) 405,075