WALDRON, LP Information

1150 OLD POND ROAD, BRIDGEVILLE, Pennsylvania, 15017, (412) 221-1005

Report Date: 03/31/2015

Position Statistics

Total Positions 141
New Positions 13
Increased Positions 53
Decreased Positions 59
Positions with Activity 112
Sold Out Positions 9
Total Mkt Value (in $ millions) 245

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

Sector Weighting

Basic Materials 0.56%
Capital Goods 0.29%
Conglomerates
Consumer Cyclical 0.32%
Consumer/Non-Cyclical 2.04%
Energy 1.38%
Financial 75.57%
Healthcare 6.95%
Services 2.64%
Technology 6.02%
Transportation 0.37%
Utilities

141 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VIACOM INC NEW CL B 196 14 7.69 3,431
HANESBRANDS INC COM 186 186 New 5,992
EOG RES INC COM 177 177 New 2,293
MICHAEL KORS HLDGS LTD SHS 135 23 20.71 3,217
LINN ENERGY LLC UNIT LTD LIAB 97 New 23,900
METRO AG ADR 73 73 New 11,707
PROTEA BIOSCIENCES GROUP INC COM 9 New 20,000
TASEKO MINES LTD COM 6 New 12,000
STRATEGIC GLOBAL INVTS INC COM NEW New 300
3M CO COM -202 Sold Out 0
BERKSHIRE HATHAWAY INC DEL CL A -1,480,024 Sold Out 0
CA INC COM -222 Sold Out 0
EXPRESS SCRIPTS HLDG CO COM -224 Sold Out 0
HARTFORD FINL SVCS GROUP INC COM -286 Sold Out 0
INVENTRUST PPTYS CORP COM -68 Sold Out 0
ISHARES TR IBOXX INV CP ETF -967 Sold Out 0
PARADIGM OIL & GAS INC COM PAR $.0001 184.31 3,008,000
SANDISK CORP COM -180 Sold Out 0
THERMO TECH TECHNOLOGIES INC COM New 250,000
TORTOISE ENERGY INFRSTRCTR CP COM -720 Sold Out 0


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