TUKMAN GROSSMAN CAPITAL MANAGEMENT INC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 19
New Positions 0
Increased Positions 3
Decreased Positions 16
Positions with Activity 19
Sold Out Positions 1
Total Mkt Value (in $ millions) 2,092

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

Sector Weighting

Basic Materials
Capital Goods 4.27%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 17.1%
Energy 10%
Financial 23.37%
Healthcare 13.07%
Services 26.04%
Technology 6.15%
Transportation
Utilities

19 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
DISNEY WALT CO COM DISNEY 223,528 -10,412 (4.45) 2,101,812
WELLS FARGO & CO NEW COM 188,652 -8,179 (4.16) 3,402,200
SCHLUMBERGER LTD COM 154,090 -7,515 (4.65) 1,814,750
STRYKER CORP COM 138,309 -6,083 (4.21) 1,496,200
JOHNSON & JOHNSON COM 135,232 -6,550 (4.62) 1,321,400
PROCTER & GAMBLE CO COM 134,076 -6,634 (4.72) 1,574,400
PEPSICO INC COM 133,111 -6,632 (4.75) 1,352,750
INTERNATIONAL BUSINESS MACHS COM 128,703 10,853 9.21 799,250
LOWES COS INC COM 116,971 -5,453 (4.45) 1,559,400
GOLDMAN SACHS GROUP INC COM 116,053 -4,839 (4) 606,750
AMERICAN INTL GROUP INC COM NEW 115,984 5,091 4.59 2,086,800
WAL-MART STORES INC COM 94,467 -13,431 (12.45) 1,133,100
COCA COLA CO COM 90,543 -4,501 (4.74) 2,108,100
3M CO COM 89,335 -4,594 (4.89) 530,900
AUTOMATIC DATA PROCESSING INC COM 88,301 -13,864 (13.57) 995,500
BERKSHIRE HATHAWAY INC DEL CL B NEW 68,295 -3,429 (4.78) 468,000
CONOCOPHILLIPS COM 55,206 4,062 7.94 852,200
BED BATH & BEYOND INC COM 21,524 -17,834 (45.31) 287,600
CDK GLOBAL INC COM -17,953 Sold Out 0


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