MIDWEST INVESTMENT MANAGEMENT LLC Information

1301 E. 9TH STREET, CLEVELAND, Ohio, 44114,

Report Date: 06/30/2015

Position Statistics

Total Positions 55
New Positions 2
Increased Positions 16
Decreased Positions 30
Positions with Activity 46
Sold Out Positions 2
Total Mkt Value (in $ millions) 121

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

Sector Weighting

Basic Materials 6.56%
Capital Goods 10.21%
Conglomerates
Consumer Cyclical 5.61%
Consumer/Non-Cyclical 4.8%
Energy 4.92%
Financial 33.56%
Healthcare 5.65%
Services 17.23%
Technology 7.55%
Transportation 2.17%
Utilities

55 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL B NEW 11,153 21 .19 85,524
WELLS FARGO & CO NEW COM 8,053 -67 (0.82) 157,930
PRECISION CASTPARTS CORP COM 4,666 23 .49 20,324
DAVITA HEALTHCARE PARTNERS INC COM 3,778 -16 (0.43) 51,020
FORD MTR CO DEL COM PAR $0.01 3,660 -50 (1.34) 266,794
TJX COS INC NEW COM 3,517 -3 (0.1) 50,690
US BANCORP DEL COM NEW 3,408 -33 (0.95) 84,635
FORTUNE BRANDS HOME & SEC INC COM 3,204 -51 (1.58) 69,045
COCA COLA CO COM 3,178 -20 (0.62) 82,019
BERKSHIRE HATHAWAY INC DEL CL A 3,170 New 16
JPMORGAN CHASE & CO COM 3,122 -41 (1.29) 50,799
DEERE & CO COM 2,954 -13 (0.43) 36,922
REPUBLIC SVCS INC COM 2,824 -13 (0.47) 70,564
SCRIPPS NETWORKS INTERACT INC CL A COM 2,744 818 42.45 52,985
THERMO FISHER SCIENTIFIC INC COM 2,739 -35 (1.25) 22,553
VERIZON COMMUNICATIONS INC COM 2,679 -55 (2.01) 59,657
UNION PAC CORP COM 2,624 1,339 104.24 31,465
DISCOVER FINL SVCS COM 2,576 -3 (0.1) 50,170
AUTONATION INC COM 2,502 New 43,085
ORACLE CORP COM 2,490 New 69,160