WEST COAST ASSET MANAGEMENT INC
1205 COAST VILLAGE ROAD, MONTECITO, California, 93108, (805) 653-5333
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 19 |
| New Positions | 0 |
| Increased Positions | 7 |
| Decreased Positions | 12 |
| Positions with Activity | 19 |
| Sold Out Positions | 6 |
| Total Mkt Value (in $ millions) |
63 |
Sector Weighting
| Basic Materials | |
| Capital Goods | |
| Conglomerates | |
| Consumer Cyclical | |
| Consumer/Non-Cyclical | 54.65% |
| Energy | 1.98% |
| Financial | 6.99% |
| Healthcare | 12.08% |
| Services | 8.55% |
| Technology | 9.19% |
| Transportation | |
| Utilities | 6.56% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
19 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| MOLSON COORS BREWING CO | CL B | 8,559 | -1,024 | (10.68) | 160,530 |
| JOHNSON & JOHNSON | COM | 7,671 | 335 | 4.57 | 87,086 |
| KIMBERLY CLARK CORP | COM | 7,622 | -847 | (10) | 73,045 |
| CLOROX CO DEL | COM | 5,949 | 948 | 18.96 | 68,085 |
| MICROSOFT CORP | COM | 5,835 | 135 | 2.36 | 167,340 |
| AUTOMATIC DATA PROCESSING INC | COM | 5,426 | -584 | (9.72) | 75,370 |
| BROADRIDGE FINL SOLUTIONS INC | COM | 4,436 | -454 | (9.29) | 163,560 |
| EXELON CORP | COM | 4,165 | 1 | .03 | 118,486 |
| MCCORMICK & CO INC | COM NON VTG | 3,749 | 367 | 10.85 | 50,205 |
| MONDELEZ INTL INC | CL A | 3,623 | -221 | (5.75) | 115,026 |
| KRAFT FOODS GROUP INC | COM | 2,797 | -133 | (4.55) | 49,856 |
| DIAMOND FOODS INC | COM | 2,397 | 1,005 | 72.19 | 143,530 |
| SONDE RES CORP | COM | 1,255 | 510 | 68.57 | 1,293,525 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | -57 | Sold Out | 0 | |
| CHEVRON CORP NEW | COM | -117 | Sold Out | 0 | |
| GREENHUNTER ENERGY INC | COM | -1,507 | Sold Out | 0 | |
| LIVE NATION ENTERTAINMENT INC | COM | -4,470 | Sold Out | 0 | |
| SPDR GOLD TRUST | GOLD SHS | -164 | Sold Out | 0 | |
| WELLS FARGO & CO NEW | COM | -4 | Sold Out | 0 |
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