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) 2,089

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

Sector Weighting

Basic Materials
Capital Goods 4.31%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 17.15%
Energy 12.2%
Financial 21.15%
Healthcare 11.94%
Services 25.64%
Technology 7.61%
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 194,481 -1,849 (0.94) 1,883,050
DISNEY WALT CO COM DISNEY 192,016 -1,226 (0.63) 2,161,612
WELLS FARGO & CO NEW COM 180,259 -1,794 (0.99) 3,487,300
INTERNATIONAL BUSINESS MACHS COM 159,098 -1,157 (0.72) 838,950
JOHNSON & JOHNSON COM 144,415 -1,374 (0.94) 1,355,500
PROCTER & GAMBLE CO COM 136,717 -1,410 (1.02) 1,619,100
PEPSICO INC COM 129,809 -1,220 (0.93) 1,393,550
GOLDMAN SACHS GROUP INC COM 113,524 22,096 24.17 617,550
STRYKER CORP COM 105,071 -929 (0.88) 1,288,900
AUTOMATIC DATA PROCESSING INC COM 101,989 -985 (0.96) 1,231,600
WAL-MART STORES INC COM 96,774 -883 (0.9) 1,272,000
LOWES COS INC COM 91,810 -880 (0.95) 1,720,900
COCA COLA CO COM 91,754 -845 (0.91) 2,171,700
3M CO COM 90,120 -15,143 (14.39) 633,800
AMERICAN INTL GROUP INC COM NEW 81,304 -569 (0.7) 1,500,900
BERKSHIRE HATHAWAY INC DEL CL B NEW 66,869 -650 (0.96) 483,400
CONOCOPHILLIPS COM 60,404 -537 (0.88) 776,000
BED BATH & BEYOND INC COM 53,066 -430 (0.8) 801,600


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