MIDWEST INVESTMENT MANAGEMENT LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 56
New Positions 3
Increased Positions 7
Decreased Positions 41
Positions with Activity 48
Sold Out Positions 3
Total Mkt Value (in $ millions) 127

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

Sector Weighting

Basic Materials 5.94%
Capital Goods 9.54%
Conglomerates
Consumer Cyclical 5.03%
Consumer/Non-Cyclical 4.93%
Energy 5.3%
Financial 34.47%
Healthcare 5.78%
Services 19.7%
Technology 8.14%
Transportation 1.17%
Utilities

56 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL B NEW 11,728 -19 (0.16) 85,360
WELLS FARGO & CO NEW COM 9,035 -61 (0.67) 159,235
DAVITA HEALTHCARE PARTNERS INC COM 4,045 -15 (0.37) 51,240
PRECISION CASTPARTS CORP COM 4,026 1,748 76.72 20,224
FORD MTR CO DEL COM PAR $0.01 4,021 -97 (2.37) 270,420
US BANCORP DEL COM NEW 3,727 -70 (1.84) 85,450
MACYS INC COM 3,575 -1,272 (26.24) 53,004
DEERE & CO COM 3,573 -60 (1.66) 37,082
JPMORGAN CHASE & CO COM 3,475 -92 (2.58) 51,464
TJX COS INC NEW COM 3,389 -983 (22.48) 50,740
BERKSHIRE HATHAWAY INC DEL CL A 3,295 New 16
COCA COLA CO COM 3,259 -2,164 (39.91) 82,534
FORTUNE BRANDS HOME & SEC INC COM 3,228 -61 (1.85) 70,150
THERMO FISHER SCIENTIFIC INC COM 2,991 -78 (2.54) 22,838
DISCOVER FINL SVCS COM 2,935 75 2.63 50,220
VERIZON COMMUNICATIONS INC COM 2,874 -18 (0.64) 60,882
REPUBLIC SVCS INC COM 2,796 -21 (0.73) 70,899
ORACLE CORP COM 2,791 -67 (2.34) 69,160
FASTENAL CO COM 2,776 2,776 New 65,945
E M C CORP MASS COM 2,738 -47 (1.69) 103,315