FISHMAN JAY A LTD/MI Diversified Active

CIK: 0001006407 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Oct 29, 2013

Total Value ($000): $400,901,004 (100.0% shares, 0.0% debt)

Holdings (96)

AAPL APPLE INC. 9.5%
Value ($000) $37,996,975 Shares 79,700 Est. Cost $13.18 Unrealized +8.3%
TWI TITAN INTERNATIONAL INC 7.1%
Value ($000) $28,480,758 Shares 1,945,407 Est. Cost $20.45 Unrealized -20.9%
PFE PFIZER INC 6.2%
Value ($000) $24,709,130 Shares 860,196 Est. Cost $16.46 Unrealized -0.6%
ORCL ORACLE CORP 5.7%
Value ($000) $22,908,562 Shares 690,641 Est. Cost $27.58 Unrealized -1.9%
CSCO CISCO SYSTEMS INC. 5.3%
Value ($000) $21,340,392 Shares 910,776 Est. Cost $15.24 Unrealized +11.1%
JNJ JOHNSON & JOHNSON 4.3%
Value ($000) $17,417,829 Shares 200,921 Est. Cost $59.66 Unrealized +6.5%
JPM JPMORGAN CHASE & CO. 4.0%
Value ($000) $16,208,175 Shares 313,565 Est. Cost $36.24 Unrealized +6.3%
DIAGEO PLC SPONSORED ADR 3.8%
Value ($000) $15,082,363 Shares 118,684 Est. Cost $114950.00 Unrealized
COP CONOCOPHILLIPS 2.8%
Value ($000) $11,320,051 Shares 162,855 Est. Cost $39.96 Unrealized +11.3%
NOBLE ENERGY INC 2.8%
Value ($000) $11,083,320 Shares 165,398 Est. Cost $60040.00 Unrealized
MERCK & CO INC 2.6%
Value ($000) $10,264,516 Shares 215,600 Est. Cost $46450.07 Unrealized
UNITED TECHNOLOGIES CORP 2.5%
Value ($000) $9,980,358 Shares 92,565 Est. Cost $92940.00 Unrealized
DE DEERE & CO 2.3%
Value ($000) $9,301,249 Shares 114,280 Est. Cost $68.04 Unrealized -3.1%
SBUX STARBUCKS CORP 2.0%
Value ($000) $8,211,467 Shares 106,684 Est. Cost $24.37 Unrealized +16.0%
VODAFONE GROUP PLC ADR 2.0%
Value ($000) $8,152,965 Shares 231,750 Est. Cost $28745.00 Unrealized
VALEANT PHARMACEUTICAL INT'L 1.9%
Value ($000) $7,524,801 Shares 72,125 Est. Cost $86516.48 Unrealized
VISA INC CLASS A 1.9%
Value ($000) $7,455,766 Shares 39,015 Est. Cost $186195.72 Unrealized
RL RALPH LAUREN CORP 1.6%
Value ($000) $6,581,787 Shares 39,955 Est. Cost $138.80 Unrealized -0.9%
THE BLACKSTONE GROUP L.P. 1.6%
Value ($000) $6,376,818 Shares 256,200 Est. Cost $21181.09 Unrealized
INTC INTEL CORP 1.5%
Value ($000) $6,148,467 Shares 268,246 Est. Cost $17.18 Unrealized -1.6%
QCOM QUALCOMM INC 1.5%
Value ($000) $6,007,906 Shares 89,244 Est. Cost $45.06 Unrealized +3.3%
GOOGLE INC CL A 1.5%
Value ($000) $5,834,437 Shares 6,661 Est. Cost $879890.60 Unrealized
LEN LENNAR CORP 1.4%
Value ($000) $5,556,915 Shares 156,975 Est. Cost $33.44 Unrealized -12.5%
F FORD MOTOR COMPANY 1.3%
Value ($000) $5,291,495 Shares 313,663 Est. Cost $7.61 Unrealized +18.6%
IEP ICAHN ENTERPRISES LP 1.3%
Value ($000) $5,223,436 Shares 62,729 Est. Cost $72770.26 Unrealized
KKR & COMPANY L.P. 1.1%
Value ($000) $4,406,178 Shares 214,100 Est. Cost $19671.60 Unrealized
BAC BANK OF AMERICA CORP 1.0%
Value ($000) $4,155,318 Shares 301,110 Est. Cost $10.29 Unrealized +9.2%
SYK STRYKER CORPORATION 0.9%
Value ($000) $3,452,632 Shares 51,082 Est. Cost $56.92 Unrealized +4.4%
GM GENERAL MOTORS CORP 0.8%
Value ($000) $3,316,650 Shares 92,206 Est. Cost $25.51 Unrealized +4.8%
ANADIGICS INC 0.8%
Value ($000) $3,084,496 Shares 1,565,734 Est. Cost $2200.00 Unrealized
MONSANTO CO 0.7%
Value ($000) $2,947,618 Shares 28,242 Est. Cost $98800.02 Unrealized
TRANSOCEAN LTD SWITZERLAND 0.6%
Value ($000) $2,573,657 Shares 57,835 Est. Cost $47950.00 Unrealized
NKE NIKE INC CL B 0.6%
Value ($000) $2,547,485 Shares 35,070 Est. Cost $26.53 Unrealized +5.3%
GM SR B CONV PREF 4.75% 0.6%
Value ($000) $2,427,260 Shares 48,400 Est. Cost $48160.00 Unrealized
IBM IBM 0.6%
Value ($000) $2,416,599 Shares 13,050 Est. Cost $118.94 Unrealized -6.2%
CITIGROUP INC 0.6%
Value ($000) $2,345,458 Shares 48,350 Est. Cost $47969.99 Unrealized
CENTURYLINK INC 0.6%
Value ($000) $2,331,534 Shares 74,300 Est. Cost $35350.00 Unrealized
BNS BANK OF NOVA SCOTIA 0.6%
Value ($000) $2,309,593 Shares 40,300 Est. Cost $30.35 Unrealized +0.5%
ZOETIS INC. 0.6%
Value ($000) $2,267,372 Shares 72,859 Est. Cost $30923.36 Unrealized
SU SUNCOR ENERGY INC. NEW 0.6%
Value ($000) $2,225,516 Shares 62,200 Est. Cost $19.73 Unrealized +10.6%
TEX TEREX CORP 0.5%
Value ($000) $2,160,178 Shares 64,291 Est. Cost $30.88 Unrealized -1.8%
PG PROCTER & GAMBLE CO 0.5%
Value ($000) $2,070,561 Shares 27,392 Est. Cost $55.04 Unrealized +2.1%
OASIS PETROLEUM INC. 0.4%
Value ($000) $1,714,637 Shares 34,900 Est. Cost $45190.63 Unrealized
CAT CATERPILLAR INC 0.4%
Value ($000) $1,526,220 Shares 18,300 Est. Cost $61.55 Unrealized +0.1%
EEM ISHARES MSCI EMERGING MKTS ETF 0.4%
Value ($000) $1,467,180 Shares 36,000 Est. Cost $38500.00 Unrealized
BIOSCRIP INC 0.4%
Value ($000) $1,435,091 Shares 163,450 Est. Cost $11566.66 Unrealized
HD HOME DEPOT INC. 0.4%
Value ($000) $1,434,096 Shares 18,907 Est. Cost $56.05 Unrealized +3.2%
CBOE CBOE HOLDINGS INC 0.4%
Value ($000) $1,411,176 Shares 31,200 Est. Cost $33.33 Unrealized +20.0%
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $1,390,862 Shares 21,800 Est. Cost $57300.00 Unrealized
TXT TEXTRON INC 0.3%
Value ($000) $1,361,297 Shares 49,304 Est. Cost $26.50 Unrealized +3.2%
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $1,360,744 Shares 15,400 Est. Cost $52.90 Unrealized +11.5%
CVX CHEVRON CORPORATION 0.3%
Value ($000) $1,312,686 Shares 10,804 Est. Cost $71.30 Unrealized +2.5%
BERKSHIRE HATHAWAY INC. CLASS B 0.3%
Value ($000) $1,311,040 Shares 11,550 Est. Cost $111920.00 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,272,618 Shares 14,791 Est. Cost $53.69 Unrealized +0.9%
M MACY'S INC 0.3%
Value ($000) $1,237,522 Shares 28,600 Est. Cost $46.44 Unrealized +0.6%
ECL ECOLAB INC 0.3%
Value ($000) $1,234,500 Shares 12,500 Est. Cost $73.48 Unrealized +10.5%
MICHAEL KORS HOLDINGS LTD 0.3%
Value ($000) $1,222,128 Shares 16,400 Est. Cost $62020.00 Unrealized
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $1,207,776 Shares 13,800 Est. Cost $56.44 Unrealized +15.0%
LKQ LKQ CORP 0.3%
Value ($000) $1,179,190 Shares 37,000 Est. Cost $21.42 Unrealized +21.0%
GENERAL ELECTRIC CO 0.2%
Value ($000) $978,152 Shares 40,944 Est. Cost $23253.57 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $977,628 Shares 15,550 Est. Cost $36.21 Unrealized +14.7%
CARLYLE GROUP 0.2%
Value ($000) $923,348 Shares 35,900 Est. Cost $25630.00 Unrealized
KYTHERA BIOPHARMACEUTICALS 0.2%
Value ($000) $888,985 Shares 19,500 Est. Cost $27050.00 Unrealized
ALLERGAN INC 0.2%
Value ($000) $832,140 Shares 9,200 Est. Cost $84240.00 Unrealized
PM PHILIP MORRIS INT'L 0.2%
Value ($000) $792,298 Shares 9,150 Est. Cost $49.85 Unrealized -5.0%
HBAN HUNTINGTON BANCSHARES 0.2%
Value ($000) $764,810 Shares 92,592 Est. Cost $5.22 Unrealized +1.7%
LVMUY MOET HENNESSY LOUIS VUITTON 0.2%
Value ($000) $649,605 Shares 16,500 Est. Cost $32420.97 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $645,288 Shares 8,050 Est. Cost $14.16 Unrealized +4.9%
COVIDIEN PLC 0.1%
Value ($000) $597,212 Shares 9,800 Est. Cost $57816.73 Unrealized
UNP UNION PACIFIC CORP 0.1%
Value ($000) $543,690 Shares 3,500 Est. Cost $57.06 Unrealized +5.4%
IWM ISHARES TRUST RUSSELL 2000 INDEX FUND 0.1%
Value ($000) $522,389 Shares 4,900 Est. Cost $97000.00 Unrealized
MMM 3M COMPANY 0.1%
Value ($000) $505,821 Shares 4,236 Est. Cost $61.26 Unrealized +7.7%
ALTRIA GROUP INC 0.1%
Value ($000) $491,377 Shares 14,305 Est. Cost $34990.00 Unrealized
WISCONSIN ENERGY CORP 0.1%
Value ($000) $468,610 Shares 11,605 Est. Cost $40990.00 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $439,871 Shares 9,750 Est. Cost $15.62 Unrealized +5.9%
ABBV ABBVIE INC 0.1%
Value ($000) $405,075 Shares 9,056 Est. Cost $26.55 Unrealized +2.3%
RAYTHEON CO 0.1%
Value ($000) $349,975 Shares 4,541 Est. Cost $66120.02 Unrealized
MANITOWOC CO. INC 0.1%
Value ($000) $342,317 Shares 17,500 Est. Cost $17910.00 Unrealized
BRK/A BERKSHIRE HATHAWAY INC. CLASS A 0.1%
Value ($000) $340,820 Shares 2 Est. Cost $165023.42 Unrealized +4.8%
COACH INC 0.1%
Value ($000) $338,086 Shares 6,200 Est. Cost $57090.00 Unrealized
MCO MOODY'S CORPORATION 0.1%
Value ($000) $297,144 Shares 4,225 Est. Cost $53.10 Unrealized +8.5%
TARGET CORP 0.1%
Value ($000) $297,123 Shares 4,644 Est. Cost $68612.03 Unrealized
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $289,826 Shares 3,800 Est. Cost $49.85 Unrealized +9.9%
HOLLYFRONTIER CORP 0.1%
Value ($000) $288,453 Shares 6,850 Est. Cost $42780.00 Unrealized
ABT ABBOTT LABS. 0.1%
Value ($000) $283,974 Shares 8,556 Est. Cost $28.85 Unrealized -4.0%
OXY OCCIDENTAL PETROLEUM 0.1%
Value ($000) $282,491 Shares 3,020 Est. Cost $57.83 Unrealized +2.4%
AXP AMERICAN EXPRESS COMPANY 0.1%
Value ($000) $256,768 Shares 3,400 Est. Cost $59.62 Unrealized +6.1%
PEP PEPSICO INC 0.1%
Value ($000) $253,287 Shares 3,186 Est. Cost $56.00 Unrealized +1.4%
MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $232,201 Shares 7,390 Est. Cost $28530.04 Unrealized
WHR WHIRLPOOL CORP 0.1%
Value ($000) $219,660 Shares 1,500 Est. Cost $132.29 Unrealized 0.0%
KO COCA COLA COMPANY 0.1%
Value ($000) $215,916 Shares 5,700 Est. Cost $27.85 Unrealized -3.9%
AMGN AMGEN INC. 0.1%
Value ($000) $212,434 Shares 1,898 Est. Cost $76.98 Unrealized 0.0%
NSRGY NESTLE SA REG SHRS S 0.1%
Value ($000) $208,800 Shares 3,000 Est. Cost $69600.00 Unrealized
TITAN MACHINERY INC. 0.0%
Value ($000) $179,180 Shares 11,150 Est. Cost $19629.99 Unrealized
ELITE PHARMACEUTICALS 0.0%
Value ($000) $7,434 Shares 60,000 Est. Cost $72.00 Unrealized
ARADIGM CORP 0.0%
Value ($000) $2,010 Shares 10,000 Est. Cost $162.00 Unrealized