TUKMAN GROSSMAN CAPITAL MANAGEMENT INC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 18
New Positions 0
Increased Positions 1
Decreased Positions 17
Positions with Activity 18
Sold Out Positions 0
Total Mkt Value (in $ millions) 2,095

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

Sector Weighting

Basic Materials
Capital Goods 4.37%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 16.85%
Energy 12.84%
Financial 20.84%
Healthcare 11.84%
Services 25.61%
Technology 7.66%
Transportation
Utilities

18 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SCHLUMBERGER LTD COM 206,081 -1,959 (0.94) 1,883,050
DISNEY WALT CO COM DISNEY 195,366 -1,247 (0.63) 2,161,612
WELLS FARGO & CO NEW COM 178,864 -1,780 (0.99) 3,487,300
INTERNATIONAL BUSINESS MACHS COM 160,432 -1,167 (0.72) 838,950
JOHNSON & JOHNSON COM 141,230 -1,344 (0.94) 1,355,500
PROCTER & GAMBLE CO COM 134,839 -1,391 (1.02) 1,619,100
PEPSICO INC COM 128,276 -1,206 (0.93) 1,393,550
GOLDMAN SACHS GROUP INC COM 108,164 21,053 24.17 617,550
STRYKER CORP COM 106,850 -945 (0.88) 1,288,900
AUTOMATIC DATA PROCESSING INC COM 103,319 -998 (0.96) 1,231,600
WAL-MART STORES INC COM 96,100 -876 (0.9) 1,272,000
3M CO COM 91,584 -15,389 (14.39) 633,800
LOWES COS INC COM 90,640 -869 (0.95) 1,720,900
COCA COLA CO COM 89,930 -828 (0.91) 2,171,700
AMERICAN INTL GROUP INC COM NEW 83,420 -584 (0.7) 1,500,900
BERKSHIRE HATHAWAY INC DEL CL B NEW 66,134 -643 (0.96) 483,400
CONOCOPHILLIPS COM 62,840 -559 (0.88) 776,000
BED BATH & BEYOND INC COM 51,094 -414 (0.8) 801,600