BECK MACK & OLIVER LLC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 344
New Positions 29
Increased Positions 106
Decreased Positions 119
Positions with Activity 225
Sold Out Positions 10
Total Mkt Value (in $ millions) 4,138

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

Sector Weighting

Basic Materials 8.29%
Capital Goods 6.87%
Conglomerates 0.01%
Consumer Cyclical 0.17%
Consumer/Non-Cyclical 4.46%
Energy 16.36%
Financial 18.54%
Healthcare 13.81%
Services 10.7%
Technology 16.01%
Transportation 2.56%
Utilities 1.45%

344 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
DAVIS NY VENTURE FD INC CL A -216 Sold Out 0
FIDELITY SELECT PORTFOLIOS SEL CNSMR STAP -214 Sold Out 0
GENESIS ENERGY L P UNIT LTD PARTN -332 Sold Out 0
GENTING BERHAD ORD -2,890 Sold Out 0
HENDERSON GLOBAL FDS GLBL EQT INC A -177 Sold Out 0
KEURIG GREEN MTN INC COM -7,134 Sold Out 0
KINDER MORGAN INC DEL COM -289 Sold Out 0
PACIFIC RUBIALES ENERGY CORP COM NEW -2,317 Sold Out 0
QUEST DIAGNOSTICS INC COM -208 Sold Out 0
SNC-LAVALIN GROUP INC COM -1,245 Sold Out 0
BANK OF AMERICA CORPORATION WT EXP 102818 41 -69 (62.55) 49,400
SHINSEI BANK LTD TOKYO SHS 98 -125 (56.07) 52,500
CVS CAREMARK CORPORATION COM 1,462 -1,526 (51.08) 19,821
ENTERPRISE PRODS PARTNERS L P COM 409 -427 (51.03) 5,613
ONEOK PARTNERS LP UNIT LTD PARTN 2,616 -1,469 (35.95) 46,146
AXIS CAPITAL HOLDINGS LTD SHS 40,845 -21,965 (34.97) 881,229
THERMO FISHER SCIENTIFIC INC COM 251 -105 (29.63) 2,100
SUNOCO LOGISTICS PRTNRS L P COM UNITS 318 -106 (25) 3,600
SANOFI CONTGNT VAL RT 256 -81 (23.93) 545,500
DONALDSON INC COM 240 -65 (21.38) 5,700