TUKMAN GROSSMAN CAPITAL MANAGEMENT INC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 19
New Positions 1
Increased Positions 1
Decreased Positions 18
Positions with Activity 19
Sold Out Positions 0
Total Mkt Value (in $ millions) 2,013

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

Sector Weighting

Basic Materials
Capital Goods 4.06%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 16.34%
Energy 9.85%
Financial 24.25%
Healthcare 13.23%
Services 24.92%
Technology 7.35%
Transportation
Utilities

19 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
DISNEY WALT CO COM DISNEY 219,218 -12,759 (5.5) 1,986,212
WELLS FARGO & CO NEW COM 184,008 -6,379 (3.35) 3,288,200
SCHLUMBERGER LTD COM 150,302 -14,423 (8.76) 1,655,850
STRYKER CORP COM 139,090 -4,739 (3.3) 1,446,900
INTERNATIONAL BUSINESS MACHS COM 131,657 -3,936 (2.9) 776,050
JOHNSON & JOHNSON COM 127,218 -5,107 (3.86) 1,270,400
PEPSICO INC COM 126,261 -4,185 (3.21) 1,309,350
GOLDMAN SACHS GROUP INC COM 120,961 -4,144 (3.31) 586,650
PROCTER & GAMBLE CO COM 119,121 -4,296 (3.48) 1,519,600
AMERICAN INTL GROUP INC COM NEW 118,287 -4,021 (3.29) 2,018,200
LOWES COS INC COM 105,761 -3,366 (3.09) 1,511,300
COCA COLA CO COM 83,460 -2,888 (3.34) 2,037,600
AUTOMATIC DATA PROCESSING INC COM 82,286 -2,839 (3.34) 962,300
3M CO COM 81,719 -2,736 (3.24) 513,700
WAL-MART STORES INC COM 81,348 -2,807 (3.34) 1,095,300
BERKSHIRE HATHAWAY INC DEL CL B NEW 64,765 -2,159 (3.23) 452,900
CONOCOPHILLIPS COM 47,957 -6,311 (11.63) 753,100
EMERSON ELEC CO COM 16,278 16,278 New 269,900
BED BATH & BEYOND INC COM 12,980 -7,531 (36.72) 182,000