TUKMAN GROSSMAN CAPITAL MANAGEMENT INC Information

60 EAST SIR FRANCIS DRAKE BLVD, LARKSPUR, California, 94939, (415) 461-6833

Report Date: 12/31/2013

Position Statistics

Total Positions 19
New Positions 0
Increased Positions 1
Decreased Positions 18
Positions with Activity 19
Sold Out Positions 1
Total Mkt Value (in $ millions) 1,965

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

Sector Weighting

Basic Materials
Capital Goods 5.25%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 17.68%
Energy 12.79%
Financial 18.17%
Healthcare 12.24%
Services 25.59%
Technology 8.26%
Transportation
Utilities

19 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
DISNEY WALT CO COM DISNEY 197,000 -3,256 (1.63) 2,462,812
SCHLUMBERGER LTD COM 192,192 -3,657 (1.87) 1,923,650
WELLS FARGO & CO NEW COM 173,609 -4,369 (2.46) 3,548,100
INTERNATIONAL BUSINESS MACHS COM 162,354 20,958 14.82 854,450
JOHNSON & JOHNSON COM 136,971 -2,138 (1.54) 1,384,100
PROCTER & GAMBLE CO COM 135,272 -2,960 (2.14) 1,654,500
PEPSICO INC COM 121,793 -2,105 (1.7) 1,423,650
STRYKER CORP COM 103,501 -1,788 (1.7) 1,313,800
3M CO COM 103,132 -5,344 (4.93) 748,800
WAL-MART STORES INC COM 100,810 -1,825 (1.78) 1,298,100
AUTOMATIC DATA PROCESSING INC COM 96,067 -7,944 (7.64) 1,258,900
COCA COLA CO COM 90,337 -1,437 (1.57) 2,218,500
LOWES COS INC COM 82,401 -1,413 (1.69) 1,760,700
GOLDMAN SACHS GROUP INC COM 70,935 -1,858 (2.55) 450,550
BERKSHIRE HATHAWAY INC DEL CL B NEW 62,865 -1,056 (1.65) 494,300
CONOCOPHILLIPS COM 59,173 -1,129 (1.87) 791,400
AMERICAN INTL GROUP INC COM NEW 49,651 -966 (1.91) 977,000
TARGET CORP COM 26,520 -414 (1.54) 442,000
MICROSOFT CORP COM -23,330 Sold Out 0