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 353
New Positions 14
Increased Positions 55
Decreased Positions 148
Positions with Activity 203
Sold Out Positions 13
Total Mkt Value (in $ millions) 3,967

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

Sector Weighting

Basic Materials 7.22%
Capital Goods 7.14%
Conglomerates 0.01%
Consumer Cyclical 0.24%
Consumer/Non-Cyclical 5.19%
Energy 13.26%
Financial 23.2%
Healthcare 12.24%
Services 9.68%
Technology 14.89%
Transportation 2.68%
Utilities 1.22%

353 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
BED BATH & BEYOND INC COM 17,687 -42,135 (70.44) 256,142
ROPER TECHNOLOGIES INC COM 115,261 -20,947 (15.38) 660,182
LABORATORY CORP AMER HLDGS COM NEW 74,817 -19,263 (20.48) 619,604
CARLYLE GROUP L P COM UTS LTD PTN 2,635 -16,523 (86.25) 92,025
LEUCADIA NATL CORP COM 173,489 -15,476 (8.19) 7,072,531
ABBOTT LABS COM 122,684 -14,747 (10.73) 2,482,972
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 107,731 -13,645 (11.24) 3,044,105
LOWES COS INC COM 45,924 -12,871 (21.89) 688,509
RENAISSANCERE HOLDINGS LTD COM 71,892 -11,544 (13.84) 692,338
ENSTAR GROUP LIMITED SHS 180,486 -8,093 (4.29) 1,160,904
SUBSEA 7 S A SPONSORED ADR 25,313 -7,256 (22.28) 2,664,540
AXIS CAPITAL HOLDINGS LTD SHS 23,378 -6,902 (22.79) 431,400
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 121,729 -5,782 (4.53) 998,109
WATERS CORP COM 80,880 -5,576 (6.45) 625,187
UNION PAC CORP COM 38,729 -3,863 (9.07) 400,670
FREEPORT-MCMORAN INC CL B 618 -3,335 (84.36) 33,613
EMERSON ELEC CO COM 5,981 -3,012 (33.49) 107,076
MERCK & CO INC NEW COM 61,405 -2,866 (4.46) 1,064,769
INTERNATIONAL BUSINESS MACHS COM 57,546 -2,858 (4.73) 348,573
BAXTER INTL INC COM 81,108 -2,295 (2.75) 2,117,698