Q4 2014 Holdings
Filed 2015-02-05 | 11 holdings | $984.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Wells Fargo & Co New(WFC) | COM | 949746101 | $198.6K | 3,622,440 | 20.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $192.5K | 1,282,110 | 19.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $140.5K | 3,024,550 | 14.3% |
| Twenty First Centy FOX Inc | CL B | 90130A200 | $121.0K | 3,280,727 | 12.3% |
| Motorola Solutions Inc(MSI) | COM NEW | 620076307 | $102.2K | 1,523,249 | 10.4% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $94.4K | 1,627,600 | 9.6% |
| Armstrong World Inds Inc New(AWI) | COM | 04247X102 | $52.5K | 1,026,285 | 5.3% |
| Davita Healthcare Partners I(DVA) | COM | 23918K108 | $35.1K | 464,075 | 3.6% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $27.2K | 188,419 | 2.8% |
| Golar LNG LTD Bermuda(GLNG) | SHS | G9456A100 | $12.8K | 351,000 | 1.3% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $7.6K | 176,000 | 0.8% |