Q1 2015 Holdings
Filed 2015-04-14 | 35 holdings | $64.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway(BRK/B) | Equities | 084670702 | $6.5M | 44,755 | 10.0% |
| American International Group(AIG) | Equities | 026874784 | $5.0M | 90,445 | 7.6% |
| DirecTV | Equities | 25490A309 | $4.9M | 57,115 | 7.5% |
| JP Morgan & Co(JPM) | Equities | 46625H100 | $4.6M | 75,331 | 7.0% |
| Goldman Sachs(GS) | Equities | 38141G104 | $3.9M | 20,880 | 6.1% |
| Lindsay Corporation(LNN) | Equities | 535555106 | $3.8M | 49,985 | 5.9% |
| Deere & Co(DE) | Equities | 244199105 | $3.8M | 43,297 | 5.9% |
| RenaissanceRe Holdings Ltd(RNR) | Equities | G7496G103 | $3.8M | 37,851 | 5.8% |
| Leucadia National Corporation | Equities | 527288104 | $3.5M | 157,180 | 5.4% |
| Agco Corporation(AGCO) | Equities | 001084102 | $3.2M | 66,664 | 4.9% |
| Alleghany Corp.(YUSD) | Equities | 017175100 | $3.0M | 6,085 | 4.6% |
| International Business Machine(IBM) | Equities | 459200101 | $2.6M | 16,253 | 4.0% |
| Loews Corporation(L) | Equities | 540424108 | $2.6M | 63,055 | 4.0% |
| Tupperware Corp(TUP) | Equities | 899896104 | $1.8M | 25,985 | 2.8% |
| Oaktree Capital Group | Equities | 674001201 | $1.6M | 31,465 | 2.5% |
| Mattel Inc.(MAT) | Equities | 577081102 | $1.6M | 68,202 | 2.4% |
| First Financial Bancorp(FFBC) | Equities | 320209109 | $941.8K | 52,880 | 1.5% |
| Berkshire Hathaway Cl A(BRK/A) | Equities | 084670108 | $870.0K | 4 | 1.3% |
| Exxon Mobil Corp.(XOM) | Equities | 30231G102 | $869.6K | 10,231 | 1.3% |
| General Electric | Equities | 369604103 | $581.9K | 23,455 | 0.9% |
| BB and T Corp(BBTUSD) | Equities | 054937107 | $581.0K | 14,901 | 0.9% |
| AT&T(T) | Equities | 00206R102 | $573.8K | 17,575 | 0.9% |
| Southern Co.(SO) | Equities | 842587107 | $555.0K | 12,534 | 0.9% |
| VCA Antech Inc | Equities | 918194101 | $532.4K | 9,711 | 0.8% |
| Johnson & Johnson(JNJ) | Equities | 478160104 | $429.6K | 4,270 | 0.7% |
| AIG | Equities | 026874156 | $418.7K | 19,135 | 0.6% |
| Wells Fargo(WFC) | Equities | 949746101 | $389.7K | 7,163 | 0.6% |
| Home Depot(HD) | Equities | 437076102 | $359.5K | 3,164 | 0.6% |
| Norfolk Southern Corp(NSC) | Equities | 655844108 | $341.7K | 3,320 | 0.5% |
| Cincinnati Financial Corp(CINF) | Equities | 172062101 | $308.8K | 5,795 | 0.5% |
| Waste Management(WM) | Equities | 94106L109 | $260.3K | 4,800 | 0.4% |
| Coca-Cola(KO) | Equities | 191216100 | $237.4K | 5,854 | 0.4% |
| 3M Company(MMM) | Equities | 88579Y101 | $212.8K | 1,290 | 0.3% |
| ChevronTexaco(CVX) | Equities | 166764100 | $208.0K | 1,981 | 0.3% |
| Pfizer Inc.(PFE) | Equities | 717081103 | $202.5K | 5,820 | 0.3% |