BECK MACK & OLIVER LLC
360 MADISON AVE, NEW YORK, New York, 10017, (212) 661-2640
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 311 |
| New Positions | 14 |
| Increased Positions | 81 |
| Decreased Positions | 129 |
| Positions with Activity | 210 |
| Sold Out Positions | 9 |
| Total Mkt Value (in $ millions) |
3,779 |
Sector Weighting
| Basic Materials | 10.32% |
| Capital Goods | 5.23% |
| Conglomerates | 0.01% |
| Consumer Cyclical | 0.14% |
| Consumer/Non-Cyclical | 5.17% |
| Energy | 15.14% |
| Financial | 18.62% |
| Healthcare | 14.15% |
| Services | 9.7% |
| Technology | 15.96% |
| Transportation | 2.43% |
| Utilities | 1.48% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
311 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) | Change in Value ($1,000s) |
Change (%) | Shares Held |
|---|---|---|---|---|---|
| ABBVIE INC | COM | 8,290 | -72,738 | (89.77) | 175,757 |
| MERCK & CO INC NEW | COM | 85,247 | -20,330 | (19.26) | 1,853,607 |
| AXIS CAPITAL HOLDINGS LTD | SHS | 81,272 | -20,124 | (19.85) | 1,823,059 |
| HUNTINGDON CAP CORP | COM | 5,272 | -8,013 | (60.32) | 425,820 |
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 103,849 | -5,687 | (5.19) | 1,077,603 |
| LOWES COS INC | COM | 99,296 | -5,133 | (4.92) | 2,327,076 |
| CRIMSON WINE GROUP LTD | COM | 2,257 | -4,596 | (67.07) | 254,989 |
| EXXON MOBIL CORP | COM | 57,322 | -4,148 | (6.75) | 624,693 |
| HCC INS HLDGS INC | COM | 34,708 | -3,190 | (8.42) | 797,702 |
| ROPER INDS INC NEW | COM | 123,967 | -3,086 | (2.43) | 1,001,427 |
| GAP INC DEL | COM | 8,017 | -3,074 | (27.71) | 195,739 |
| JOHNSON & JOHNSON | COM | 96,106 | -2,404 | (2.44) | 1,091,000 |
| PACIFIC RUBIALES ENERGY CORP | COM NEW | -2,221 | Sold Out | 0 | |
| WABTEC CORP | COM | 28,609 | -2,155 | (7.01) | 255,300 |
| AMERICAN EXPRESS CO | COM | 25,852 | -2,148 | (7.67) | 352,588 |
| BRISTOW GROUP INC | COM | 28,204 | -1,247 | (4.23) | 423,230 |
| PLAINS EXPL& PRODTN CO | COM | 11,952 | -973 | (7.53) | 262,393 |
| VERIZON COMMUNICATIONS INC | COM | 28,503 | -895 | (3.04) | 534,255 |
| PHILIP MORRIS INTL INC | COM | 13,837 | -892 | (6.06) | 144,613 |
| HUBBELL INC | CL B | 13,252 | -847 | (6.01) | 132,959 |
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