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 19
New Positions 0
Increased Positions 1
Decreased Positions 18
Positions with Activity 19
Sold Out Positions 0
Total Mkt Value (in $ millions) 2,032

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

Sector Weighting

Basic Materials
Capital Goods 4.4%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 17.52%
Energy 11.76%
Financial 21.3%
Healthcare 11.91%
Services 25.82%
Technology 6.74%
Transportation
Utilities

19 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
DISNEY WALT CO COM DISNEY 189,228 -1,208 (0.63) 2,161,612
SCHLUMBERGER LTD COM 184,068 -1,750 (0.94) 1,883,050
WELLS FARGO & CO NEW COM 175,934 -1,751 (0.99) 3,487,300
PROCTER & GAMBLE CO COM 136,992 -1,413 (1.02) 1,619,100
INTERNATIONAL BUSINESS MACHS COM 136,942 -996 (0.72) 838,950
JOHNSON & JOHNSON COM 136,038 -1,295 (0.94) 1,355,500
PEPSICO INC COM 130,617 -1,228 (0.93) 1,393,550
GOLDMAN SACHS GROUP INC COM 111,270 21,658 24.17 617,550
STRYKER CORP COM 105,870 -936 (0.88) 1,288,900
WAL-MART STORES INC COM 96,697 -882 (0.9) 1,272,000
LOWES COS INC COM 93,944 -901 (0.95) 1,720,900
AUTOMATIC DATA PROCESSING INC COM 92,130 -890 (0.96) 1,231,600
3M CO COM 89,321 -15,009 (14.39) 633,800
COCA COLA CO COM 88,345 -814 (0.91) 2,171,700
AMERICAN INTL GROUP INC COM NEW 78,272 -548 (0.7) 1,500,900
BERKSHIRE HATHAWAY INC DEL CL B NEW 67,178 -653 (0.96) 483,400
CONOCOPHILLIPS COM 54,778 -487 (0.88) 776,000
BED BATH & BEYOND INC COM 52,465 -425 (0.8) 801,600
CDK GLOBAL INC COM 11,507 -111 (0.96) 410,529