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 362
New Positions 29
Increased Positions 78
Decreased Positions 161
Positions with Activity 239
Sold Out Positions 21
Total Mkt Value (in $ millions) 4,056

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

Sector Weighting

Basic Materials 7.77%
Capital Goods 6.29%
Conglomerates 0.01%
Consumer Cyclical 0.19%
Consumer/Non-Cyclical 4.47%
Energy 14.43%
Financial 20.79%
Healthcare 13.8%
Services 10.7%
Technology 15.87%
Transportation 2.92%
Utilities 1.46%

362 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
COACH INC COM -32,877 Sold Out 0
SCHLUMBERGER LTD COM 84,484 -12,491 (12.88) 859,797
HUNTINGDON CAP CORP COM 4,983 -7,655 (60.58) 423,331
AXIS CAPITAL HOLDINGS LTD SHS 33,567 -6,242 (15.68) 717,235
RENAISSANCERE HOLDINGS LTD COM 85,431 -5,480 (6.03) 852,182
MERCK & CO INC NEW COM 81,842 -5,020 (5.78) 1,445,200
INTERNATIONAL BUSINESS MACHS COM 86,797 -4,954 (5.4) 535,187
ROPER INDS INC NEW COM 126,084 -4,495 (3.44) 837,598
DOVER CORP COM 106,004 -3,920 (3.57) 1,352,786
KNOWLES CORP COM 4,699 -3,115 (39.86) 243,599
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 128,221 -3,063 (2.33) 2,753,293
JOHNSON & JOHNSON COM 86,903 -3,050 (3.39) 846,757
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 114,589 -2,765 (2.36) 1,063,467
LOWES COS INC COM 57,033 -2,354 (3.96) 1,037,725
ENCANA CORP COM 41,982 -2,345 (5.29) 2,270,518
FLUOR CORP NEW COM 90,990 -2,322 (2.49) 1,408,297
CONOCOPHILLIPS COM 56,160 -2,276 (3.9) 802,288
BAXTER INTL INC COM 152,887 -2,107 (1.36) 2,212,554
QUALCOMM INC COM 135,087 -2,075 (1.51) 1,797,800
WATERS CORP COM 74,529 -2,051 (2.68) 694,331