BECK MACK & OLIVER LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 359
New Positions 29
Increased Positions 78
Decreased Positions 160
Positions with Activity 238
Sold Out Positions 21
Total Mkt Value (in $ millions) 4,362

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

Sector Weighting

Basic Materials 7.93%
Capital Goods 6.62%
Conglomerates 0.01%
Consumer Cyclical 0.18%
Consumer/Non-Cyclical 4.25%
Energy 16.14%
Financial 19.95%
Healthcare 13.32%
Services 10.92%
Technology 15.27%
Transportation 2.62%
Utilities 1.38%

359 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
KIMBERLY CLARK CORP COM 11,170 -229 (2.01) 103,429
EMERSON ELEC CO COM 10,916 -1,133 (9.4) 170,511
FREEPORT-MCMORAN INC CL B 10,611 180 1.72 291,763
PROCTER & GAMBLE CO COM 10,497 -457 (4.17) 126,300
GRUPO TELEVISA SA SPON ADR REP ORD 9,704 -97 (0.99) 261,770
NOW INC COM 9,462 -1 (0.01) 286,472
PHILIP MORRIS INTL INC COM 9,334 -894 (8.74) 109,065
PARAGON OFFSHORE PLC SHS 8,576 -166 (1.9) 920,199
COCA COLA CO COM 8,231 -391 (4.54) 197,285
POTASH CORP SASK INC COM 8,154 35 .43 231,900
KNOWLES CORP COM 8,019 -5,316 (39.86) 243,599
HOME DEPOT INC COM 7,673 -140 (1.8) 82,061
CENOVUS ENERGY INC COM 7,314 -513 (6.55) 229,365
DIRECTV COM 6,452 -562 (8.01) 74,627
WELLS FARGO & CO NEW COM 5,992 -27 (0.44) 116,486
AIR PRODS & CHEMS INC COM 5,811 5,328 1,103.45 43,625
HESS CORP COM 5,739 1,062 22.70 56,766
CHUBB CORP COM 5,521 -226 (3.93) 60,043
COLGATE PALMOLIVE CO COM 5,398 -84 (1.54) 83,390
WOODWARD INC COM 5,380 -130 (2.36) 103,011