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 343
New Positions 7
Increased Positions 64
Decreased Positions 147
Positions with Activity 211
Sold Out Positions 14
Total Mkt Value (in $ millions) 4,391

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

Sector Weighting

Basic Materials 7.83%
Capital Goods 6.67%
Conglomerates 0.01%
Consumer Cyclical 0.16%
Consumer/Non-Cyclical 4.26%
Energy 16.68%
Financial 18.58%
Healthcare 13.46%
Services 11.47%
Technology 15.52%
Transportation 2.57%
Utilities 1.4%

343 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
LEVEL 3 COMMUNICATIONS INC COM NEW 36,903 -8,460 (18.65) 814,460
KNOWLES CORP COM 11,970 -8,407 (41.26) 405,075
WATERS CORP COM 75,453 -7,839 (9.41) 713,440
MERCK & CO INC NEW COM 89,086 -7,427 (7.7) 1,533,847
INTERNATIONAL BUSINESS MACHS COM 109,752 -6,217 (5.36) 565,731
LOWES COS INC COM 52,375 -5,102 (8.88) 1,080,558
JOHNSON & JOHNSON COM 89,663 -4,892 (5.17) 876,472
BLACKROCK LARGE CAP SER FDS L C CORE INST -4,274 Sold Out 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 55,477 -4,119 (6.91) 434,297
ROPER INDS INC NEW COM 128,011 -3,341 (2.54) 867,460
FAIRFAX FINL HLDGS LTD SUB VTG -2,911 Sold Out 0
EMERSON ELEC CO COM 12,273 -2,117 (14.71) 188,203
EXXON MOBIL CORP COM 55,275 -1,991 (3.48) 535,349
GRUPO TELEVISA SA SPON ADR REP ORD 9,425 -1,819 (16.18) 264,385
SCHLUMBERGER LTD COM 108,828 -1,785 (1.61) 986,923
WABTEC CORP COM 34,379 -1,733 (4.8) 414,952
PHILIP MORRIS INTL INC COM 9,942 -1,715 (14.71) 119,508
METTLER TOLEDO INTERNATIONAL COM 1,152 -1,573 (57.73) 4,400
ABBVIE INC COM 4,235 -1,490 (26.03) 78,783
AXIS CAPITAL HOLDINGS LTD SHS 37,044 -1,333 (3.47) 850,618