FISHMAN JAY A LTD/MI Diversified Active

CIK: 0001006407 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Aug 6, 2013

Total Value ($000): $385,039,925 (100.0% shares, 0.0% debt)

Holdings (96)

TWI TITAN INTERNATIONAL INC 8.3%
Value ($000) $32,015,667 Shares 1,897,787 Est. Cost $20.56 Unrealized 0.0%
AAPL APPLE INC. 8.0%
Value ($000) $30,963,045 Shares 78,085 Est. Cost $13.16 Unrealized 0.0%
PFE PFIZER INC 6.3%
Value ($000) $24,276,155 Shares 866,696 Est. Cost $16.46 Unrealized 0.0%
CSCO CISCO SYSTEMS INC. 5.8%
Value ($000) $22,505,641 Shares 924,826 Est. Cost $15.24 Unrealized 0.0%
ORCL ORACLE CORP 5.6%
Value ($000) $21,390,006 Shares 696,516 Est. Cost $27.58 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 4.6%
Value ($000) $17,648,167 Shares 205,546 Est. Cost $59.66 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. 4.3%
Value ($000) $16,716,745 Shares 316,665 Est. Cost $36.24 Unrealized 0.0%
DIAGEO PLC SPONSORED ADR 3.7%
Value ($000) $14,105,400 Shares 122,709 Est. Cost $114950.00 Unrealized
NOBLE ENERGY INC 2.7%
Value ($000) $10,337,327 Shares 172,174 Est. Cost $60040.00 Unrealized
MERCK & CO INC 2.6%
Value ($000) $10,077,343 Shares 216,950 Est. Cost $46450.07 Unrealized
COP CONOCOPHILLIPS 2.5%
Value ($000) $9,792,227 Shares 161,855 Est. Cost $39.96 Unrealized 0.0%
INTC INTEL CORP 2.5%
Value ($000) $9,609,435 Shares 396,592 Est. Cost $17.18 Unrealized 0.0%
DE DEERE & CO 2.4%
Value ($000) $9,329,937 Shares 114,830 Est. Cost $68.04 Unrealized 0.0%
UNITED TECHNOLOGIES CORP 2.2%
Value ($000) $8,612,285 Shares 92,665 Est. Cost $92940.00 Unrealized
RL RALPH LAUREN CORP 1.8%
Value ($000) $7,115,522 Shares 40,955 Est. Cost $138.80 Unrealized 0.0%
SBUX STARBUCKS CORP 1.8%
Value ($000) $7,015,073 Shares 107,084 Est. Cost $24.37 Unrealized 0.0%
VODAFONE GROUP PLC ADR 1.8%
Value ($000) $6,778,071 Shares 235,800 Est. Cost $28745.00 Unrealized
VALEANT PHARMACEUTICAL INT'L 1.6%
Value ($000) $6,060,032 Shares 70,400 Est. Cost $86080.00 Unrealized
QCOM QUALCOMM INC 1.5%
Value ($000) $5,721,812 Shares 93,662 Est. Cost $45.06 Unrealized 0.0%
GOOGLE INC CL A 1.4%
Value ($000) $5,233,800 Shares 5,945 Est. Cost $880370.06 Unrealized
THE BLACKSTONE GROUP L.P. 1.4%
Value ($000) $5,224,986 Shares 248,100 Est. Cost $21060.00 Unrealized
F FORD MOTOR COMPANY 1.3%
Value ($000) $4,922,755 Shares 318,213 Est. Cost $7.61 Unrealized 0.0%
LEN LENNAR CORP 1.2%
Value ($000) $4,801,429 Shares 133,225 Est. Cost $34.18 Unrealized 0.0%
IEP ICAHN ENTERPRISES LP 1.2%
Value ($000) $4,549,160 Shares 62,514 Est. Cost $72770.26 Unrealized
VISA INC CLASS A 1.1%
Value ($000) $4,187,716 Shares 22,915 Est. Cost $182749.98 Unrealized
KKR & COMPANY L.P. 1.1%
Value ($000) $4,156,124 Shares 211,400 Est. Cost $19660.00 Unrealized
CENTURYLINK INC 1.1%
Value ($000) $4,061,715 Shares 114,900 Est. Cost $35350.00 Unrealized
ANADIGICS INC 0.9%
Value ($000) $3,505,115 Shares 1,593,234 Est. Cost $2200.00 Unrealized
GM SR B CONV PREF 4.75% 0.9%
Value ($000) $3,467,520 Shares 72,000 Est. Cost $48160.00 Unrealized
SYK STRYKER CORPORATION 0.9%
Value ($000) $3,423,512 Shares 52,930 Est. Cost $56.92 Unrealized 0.0%
BAC BANK OF AMERICA CORP 0.8%
Value ($000) $3,027,373 Shares 235,410 Est. Cost $10.03 Unrealized 0.0%
EEM ISHARES MSCI EMERGING MKTS ETF 0.7%
Value ($000) $2,814,350 Shares 73,100 Est. Cost $38500.00 Unrealized
TRANSOCEAN LTD SWITZERLAND 0.7%
Value ($000) $2,796,636 Shares 58,324 Est. Cost $47950.00 Unrealized
MONSANTO CO 0.7%
Value ($000) $2,790,310 Shares 28,242 Est. Cost $98800.02 Unrealized
IBM IBM 0.6%
Value ($000) $2,480,226 Shares 12,978 Est. Cost $118.94 Unrealized 0.0%
CITIGROUP INC 0.6%
Value ($000) $2,391,304 Shares 49,850 Est. Cost $47969.99 Unrealized
BNS BANK OF NOVA SCOTIA 0.6%
Value ($000) $2,275,875 Shares 42,500 Est. Cost $30.35 Unrealized 0.0%
NKE NIKE INC CL B 0.6%
Value ($000) $2,233,258 Shares 35,070 Est. Cost $26.53 Unrealized 0.0%
TEX TEREX CORP 0.6%
Value ($000) $2,196,707 Shares 83,525 Est. Cost $30.88 Unrealized 0.0%
PG PROCTER & GAMBLE CO 0.5%
Value ($000) $2,035,000 Shares 26,432 Est. Cost $55.00 Unrealized 0.0%
ZOETIS INC. 0.5%
Value ($000) $1,926,316 Shares 62,360 Est. Cost $30890.25 Unrealized
CBOE CBOE HOLDINGS INC 0.5%
Value ($000) $1,781,648 Shares 38,200 Est. Cost $33.33 Unrealized 0.0%
SU SUNCOR ENERGY INC. NEW 0.5%
Value ($000) $1,760,553 Shares 59,700 Est. Cost $19.64 Unrealized 0.0%
GOODYEAR TIRE SERIES A CONVERT PREF 5.875% 0.4%
Value ($000) $1,677,711 Shares 33,900 Est. Cost $49490.00 Unrealized
CAT CATERPILLAR INC 0.4%
Value ($000) $1,509,567 Shares 18,300 Est. Cost $61.55 Unrealized 0.0%
HD HOME DEPOT INC. 0.4%
Value ($000) $1,452,795 Shares 18,753 Est. Cost $56.05 Unrealized 0.0%
TXT TEXTRON INC 0.4%
Value ($000) $1,396,397 Shares 53,604 Est. Cost $26.50 Unrealized 0.0%
M MACY'S INC 0.4%
Value ($000) $1,377,600 Shares 28,700 Est. Cost $46.44 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,352,630 Shares 14,971 Est. Cost $53.69 Unrealized 0.0%
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $1,335,090 Shares 23,300 Est. Cost $57300.00 Unrealized
CVX CHEVRON CORPORATION 0.3%
Value ($000) $1,302,213 Shares 11,004 Est. Cost $71.30 Unrealized 0.0%
BERKSHIRE HATHAWAY INC. CLASS B 0.3%
Value ($000) $1,292,676 Shares 11,550 Est. Cost $111920.00 Unrealized
CARLYLE GROUP 0.3%
Value ($000) $1,284,063 Shares 50,100 Est. Cost $25630.00 Unrealized
GM GENERAL MOTORS CORP 0.3%
Value ($000) $1,209,886 Shares 36,322 Est. Cost $23.62 Unrealized 0.0%
PRICELINE.COM INC 0.3%
Value ($000) $1,157,338 Shares 1,400 Est. Cost $826670.00 Unrealized
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $1,103,564 Shares 15,400 Est. Cost $52.90 Unrealized 0.0%
LKQ LKQ CORP 0.3%
Value ($000) $1,081,500 Shares 42,000 Est. Cost $21.42 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $1,080,954 Shares 13,800 Est. Cost $56.44 Unrealized 0.0%
ECL ECOLAB INC 0.3%
Value ($000) $1,064,875 Shares 12,500 Est. Cost $73.48 Unrealized 0.0%
MICHAEL KORS HOLDINGS LTD 0.3%
Value ($000) $1,017,128 Shares 16,400 Est. Cost $62020.00 Unrealized
BIOSCRIP INC 0.3%
Value ($000) $973,500 Shares 59,000 Est. Cost $16500.00 Unrealized
GENERAL ELECTRIC CO 0.2%
Value ($000) $863,271 Shares 37,226 Est. Cost $23190.00 Unrealized
PM PHILIP MORRIS INT'L 0.2%
Value ($000) $821,158 Shares 9,480 Est. Cost $49.85 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $810,066 Shares 15,800 Est. Cost $36.21 Unrealized 0.0%
TITAN MACHINERY INC. 0.2%
Value ($000) $784,218 Shares 39,950 Est. Cost $19629.99 Unrealized
ALLERGAN INC 0.2%
Value ($000) $775,008 Shares 9,200 Est. Cost $84240.00 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $647,766 Shares 7,950 Est. Cost $14.15 Unrealized 0.0%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $539,980 Shares 3,500 Est. Cost $57.06 Unrealized 0.0%
LVMUY MOET HENNESSY LOUIS VUITTON 0.1%
Value ($000) $534,946 Shares 16,500 Est. Cost $32420.97 Unrealized
KYTHERA BIOPHARMACEUTICALS 0.1%
Value ($000) $527,475 Shares 19,500 Est. Cost $27050.00 Unrealized
OASIS PETROLEUM INC. 0.1%
Value ($000) $520,858 Shares 13,400 Est. Cost $38870.00 Unrealized
ALTRIA GROUP INC 0.1%
Value ($000) $504,031 Shares 14,405 Est. Cost $34990.00 Unrealized
WISCONSIN ENERGY CORP 0.1%
Value ($000) $475,689 Shares 11,605 Est. Cost $40990.00 Unrealized
IWM ISHARES TRUST RUSSELL 2000 INDEX FUND 0.1%
Value ($000) $475,300 Shares 4,900 Est. Cost $97000.00 Unrealized
MMM 3M COMPANY 0.1%
Value ($000) $463,207 Shares 4,236 Est. Cost $61.26 Unrealized 0.0%
COVIDIEN PLC 0.1%
Value ($000) $463,006 Shares 8,100 Est. Cost $57161.23 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $407,062 Shares 9,750 Est. Cost $15.62 Unrealized 0.0%
ABBV ABBVIE INC 0.1%
Value ($000) $374,375 Shares 9,056 Est. Cost $26.55 Unrealized 0.0%
COACH INC 0.1%
Value ($000) $353,958 Shares 6,200 Est. Cost $57090.00 Unrealized
BRK/A BERKSHIRE HATHAWAY INC. CLASS A 0.1%
Value ($000) $337,200 Shares 2 Est. Cost $165023.42 Unrealized 0.0%
MANITOWOC CO. INC 0.1%
Value ($000) $313,425 Shares 17,500 Est. Cost $17910.00 Unrealized
TARGET CORP 0.1%
Value ($000) $303,535 Shares 4,408 Est. Cost $68860.02 Unrealized
RAYTHEON CO 0.1%
Value ($000) $300,251 Shares 4,541 Est. Cost $66120.02 Unrealized
ABT ABBOTT LABS. 0.1%
Value ($000) $298,433 Shares 8,556 Est. Cost $28.85 Unrealized 0.0%
HOLLYFRONTIER CORP 0.1%
Value ($000) $293,043 Shares 6,850 Est. Cost $42780.00 Unrealized
OXY OCCIDENTAL PETROLEUM 0.1%
Value ($000) $269,475 Shares 3,020 Est. Cost $57.83 Unrealized 0.0%
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $262,846 Shares 3,800 Est. Cost $49.85 Unrealized 0.0%
PEP PEPSICO INC 0.1%
Value ($000) $260,583 Shares 3,186 Est. Cost $56.00 Unrealized 0.0%
MCO MOODY'S CORPORATION 0.1%
Value ($000) $257,429 Shares 4,225 Est. Cost $53.10 Unrealized 0.0%
AXP AMERICAN EXPRESS COMPANY 0.1%
Value ($000) $254,184 Shares 3,400 Est. Cost $59.62 Unrealized 0.0%
KO COCA COLA COMPANY 0.1%
Value ($000) $228,627 Shares 5,700 Est. Cost $27.85 Unrealized 0.0%
PAA PLAINS ALL AMERICAN PIPELINE 0.1%
Value ($000) $223,240 Shares 4,000 Est. Cost $55810.00 Unrealized
MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $210,837 Shares 7,390 Est. Cost $28530.04 Unrealized
HBAN HUNTINGTON BANCSHARES 0.0%
Value ($000) $96,738 Shares 12,292 Est. Cost $4.66 Unrealized 0.0%
ELITE PHARMACEUTICALS 0.0%
Value ($000) $4,320 Shares 60,000 Est. Cost $72.00 Unrealized
ARADIGM CORP 0.0%
Value ($000) $1,620 Shares 10,000 Est. Cost $162.00 Unrealized