MRAZ, AMERINE & ASSOCIATES, INC. Information

1120 13TH STREET,, MODESTO, California, 95354, (209) 593-5870

Report Date: 12/31/2014

Position Statistics

Total Positions 160
New Positions 9
Increased Positions 55
Decreased Positions 51
Positions with Activity 106
Sold Out Positions 9
Total Mkt Value (in $ millions) 267

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

Sector Weighting

Basic Materials 6.63%
Capital Goods 2.75%
Conglomerates
Consumer Cyclical 0.41%
Consumer/Non-Cyclical 1.64%
Energy 11.35%
Financial 59.93%
Healthcare 3.15%
Services 8.56%
Technology 3.19%
Transportation 0.09%
Utilities 1.96%

160 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL B NEW 36,220 -15 (0.04) 245,707
WHITE MTNS INS GROUP LTD COM 19,974 793 4.13 29,940
ALLEGHANY CORP DEL COM 16,783 756 4.72 35,517
MARKEL CORP COM 13,280 31 .24 17,815
BERKLEY W R CORP COM 12,075 -6 (0.05) 241,929
FAIRFAX FINL HLDGS LTD SUB VTG 11,128 -1,212 (9.82) 21,215
LOEWS CORP COM 10,965 257 2.40 267,382
LEUCADIA NATL CORP COM 9,347 203 2.22 393,889
DEVON ENERGY CORP NEW COM 6,675 25 .38 108,370
GANNETT INC COM 5,830 -4 (0.06) 164,680
RPC INC COM 5,451 1 .02 405,606
GENERAL AMERN INVS INC COM 5,444 -38 (0.7) 152,634
CIMAREX ENERGY CO COM 5,374 -30 (0.55) 48,999
MICROSOFT CORP COM 3,717 New 84,765
BANK NEW YORK MELLON CORP COM 3,626 12 .33 92,634
WESTAMERICA BANCORPORATION COM 3,577 New 83,054
SOURCE CAP INC COM 3,483 116 3.44 48,782
COCA COLA CO COM 3,283 -27 (0.82) 75,826
JOHNSON & JOHNSON COM 3,233 13 .40 31,536
DIRECTV COM 3,027 -2 (0.08) 34,162