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 64
Decreased Positions 146
Positions with Activity 210
Sold Out Positions 14
Total Mkt Value (in $ millions) 4,420

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

Sector Weighting

Basic Materials 7.91%
Capital Goods 6.71%
Conglomerates 0.01%
Consumer Cyclical 0.16%
Consumer/Non-Cyclical 4.38%
Energy 16.7%
Financial 18.94%
Healthcare 13.33%
Services 11.26%
Technology 15.28%
Transportation 2.54%
Utilities 1.39%

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 33,565 -1,692 (4.8) 414,952
SPECTRA ENERGY CORP COM 33,317 -188 (0.56) 780,249
BOULEVARD ACQUISITION CORP UT1COM & 1/2WT 32,469 32,469 New 3,198,925
COACH INC COM 31,331 -718 (2.24) 914,775
WILLIAMS COS INC DEL COM 29,938 -227 (0.75) 514,315
AMERICAN EXPRESS CO COM 29,669 -397 (1.32) 314,062
VERIZON COMMUNICATIONS INC COM 25,985 -19 (0.07) 516,402
PICO HLDGS INC COM NEW 24,483 9 .04 1,078,075
FEDEX CORP COM 22,367 -100 (0.45) 148,480
BRISTOW GROUP INC COM 22,069 -240 (1.08) 296,543
ROYAL DUTCH SHELL PLC SPONS ADR A 20,729 -786 (3.65) 253,199
CHEVRON CORP NEW COM 20,646 622 3.11 160,703
DUKE ENERGY CORP NEW COM NEW 15,978 -31 (0.19) 221,425
WAL-MART STORES INC COM 15,828 -137 (0.86) 206,034
BERKSHIRE HATHAWAY INC DEL CL A 14,660 1,736 13.43 76
SYSCO CORP COM 14,059 -165 (1.16) 380,283
EMERSON ELEC CO COM 12,628 -2,179 (14.71) 188,203
HUBBELL INC CL B 11,921 -457 (3.69) 99,015
KNOWLES CORP COM 11,921 -8,373 (41.26) 405,075
KIMBERLY CLARK CORP COM 11,886 -72 (0.6) 105,553