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GRAND JEAN CAPITAL MANAGEMENT INC Information

100 SPEAR STREET, SAN FRANCISCO, California, 94105,

Report Date: 03/31/2013

Position Statistics:

Total Positions 39
New Positions 2
Increased Positions 19
Decreased Positions 16
Positions with Activity 35
Sold Out Positions 5
Total Mkt Value
(in $ millions)		 267

Sector Weighting

Basic Materials 8.11%
Capital Goods 3.12%
Conglomerates 2.63%
Consumer Cyclical
Consumer/Non-Cyclical 9.17%
Energy 12.34%
Financial 32.63%
Healthcare 0.73%
Services 9.75%
Technology 15.85%
Transportation 5.66%
Utilities

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

39 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL B NEW 19,975 -55 (0.28) 173,443
AMERICAN INTL GROUP INC COM NEW 17,191 10,132 143.52 380,835
CROWN HOLDINGS INC COM 15,785 174 1.12 371,679
GOLDMAN SACHS GROUP INC COM 15,599 1,571 11.20 95,030
REPUBLIC SVCS INC COM 15,138 3,703 32.38 435,616
PEPSICO INC COM 14,520 -253 (1.72) 175,846
SCHLUMBERGER LTD COM 13,873 872 6.71 187,068
WELLS FARGO & CO NEW COM 13,533 439 3.35 331,366
ARCH CAP GROUP LTD ORD 12,054 -14 (0.12) 228,808
ORACLE CORP COM 11,947 257 2.20 347,296
GOOGLE INC CL A 11,619 1,365 13.32 12,901
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 10,393 461 4.64 183,100
PROCTER & GAMBLE CO COM 9,983 -228 (2.23) 126,302
QUALCOMM INC COM 9,592 889 10.21 153,760
APPLE INC COM 8,954 1,804 25.24 20,738
CANADIAN PAC RY LTD COM 8,425 371 4.60 67,640
BOEING CO COM 8,344 -7,944 (48.77) 80,170
RETAIL OPPORTUNITY INVTS CORP COM 8,034 342 4.44 566,158
TYCO INTERNATIONAL LTD SHS 7,022 3,608 105.66 208,070
UNION PAC CORP COM 6,688 -66 (0.97) 42,343