FISHMAN JAY A LTD/MI Diversified Active

CIK: 0001006407 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: May 1, 2014

Total Value ($000): $447,854,608 (100.0% shares, 0.0% debt)

Holdings (93)

AAPL APPLE INC. 9.3%
Value ($000) $41,615,599 Shares 77,534 Est. Cost $13.18 Unrealized +25.8%
TWI TITAN INTERNATIONAL INC 8.3%
Value ($000) $37,211,418 Shares 1,959,527 Est. Cost $20.36 Unrealized -13.5%
ORCL ORACLE CORP 5.8%
Value ($000) $25,845,793 Shares 631,772 Est. Cost $27.58 Unrealized +15.9%
PFE PFIZER INC 5.6%
Value ($000) $24,929,681 Shares 776,142 Est. Cost $16.46 Unrealized +10.6%
JPM JPMORGAN CHASE & CO 4.7%
Value ($000) $20,947,014 Shares 345,034 Est. Cost $36.61 Unrealized +15.0%
JNJ JOHNSON & JOHNSON 4.4%
Value ($000) $19,629,974 Shares 199,837 Est. Cost $59.66 Unrealized +11.7%
VALEANT PHARMACEUTICAL INT'L 3.2%
Value ($000) $14,270,597 Shares 108,250 Est. Cost $97686.01 Unrealized
DIAGEO PLC SPONSORED ADR 3.2%
Value ($000) $14,155,916 Shares 113,620 Est. Cost $114950.00 Unrealized
COP CONOCOPHILLIPS 2.5%
Value ($000) $11,224,694 Shares 159,555 Est. Cost $39.96 Unrealized +13.7%
GM GENERAL MOTORS CORP 2.5%
Value ($000) $11,133,424 Shares 323,458 Est. Cost $27.37 Unrealized +0.2%
NOBLE ENERGY INC 2.4%
Value ($000) $10,799,927 Shares 152,026 Est. Cost $60040.00 Unrealized
UNITED TECHNOLOGIES CORP 2.4%
Value ($000) $10,685,018 Shares 91,450 Est. Cost $92940.00 Unrealized
THE BLACKSTONE GROUP L.P. 2.3%
Value ($000) $10,117,975 Shares 304,300 Est. Cost $22897.58 Unrealized
DE DEERE & CO 2.1%
Value ($000) $9,622,984 Shares 105,980 Est. Cost $68.04 Unrealized +3.0%
GOOGLE INC CL C 2.1%
Value ($000) $9,581,442 Shares 8,597 Est. Cost $1114510.00 Unrealized
IEP ICAHN ENTERPRISES LP 2.1%
Value ($000) $9,444,038 Shares 91,931 Est. Cost $82797.89 Unrealized
GILD GILEAD SCIENCES INC 2.1%
Value ($000) $9,314,547 Shares 131,450 Est. Cost $47.61 Unrealized +14.4%
RL RALPH LAUREN CORP 2.0%
Value ($000) $8,949,317 Shares 55,610 Est. Cost $136.48 Unrealized -6.0%
VISA INC CLASS A 2.0%
Value ($000) $8,801,476 Shares 40,774 Est. Cost $187974.78 Unrealized
SBUX STARBUCKS CORP 1.9%
Value ($000) $8,554,934 Shares 116,584 Est. Cost $24.74 Unrealized +18.4%
CMCSA COMCAST CORP NEW CL A 1.8%
Value ($000) $8,064,947 Shares 161,170 Est. Cost $18.32 Unrealized +8.9%
QCOM QUALCOMM INC 1.6%
Value ($000) $7,085,098 Shares 89,844 Est. Cost $45.13 Unrealized +19.7%
CSCO CISCO SYSTEMS INC. 1.5%
Value ($000) $6,760,162 Shares 301,591 Est. Cost $15.24 Unrealized +0.4%
FACEBOOK INC 1.5%
Value ($000) $6,614,352 Shares 109,800 Est. Cost $56053.11 Unrealized
MERCK & CO INC 1.5%
Value ($000) $6,528,569 Shares 115,000 Est. Cost $46450.07 Unrealized
KKR & COMPANY L.P. 1.3%
Value ($000) $5,842,472 Shares 255,800 Est. Cost $20327.08 Unrealized
HANESBRANDS INC 1.3%
Value ($000) $5,753,208 Shares 75,225 Est. Cost $74581.30 Unrealized
BAC BANK OF AMERICA CORP 1.0%
Value ($000) $4,673,412 Shares 271,710 Est. Cost $10.29 Unrealized +28.8%
VOD VODAFONE GROUP PLC ADR 1.0%
Value ($000) $4,556,563 Shares 123,786 Est. Cost $36810.00 Unrealized
XPO XPO LOGISTICS 1.0%
Value ($000) $4,405,618 Shares 149,800 Est. Cost $9.03 Unrealized +10.5%
MICHAEL KORS HOLDINGS LTD 0.9%
Value ($000) $4,171,501 Shares 44,725 Est. Cost $74359.20 Unrealized
SYK STRYKER CORPORATION 0.9%
Value ($000) $4,072,034 Shares 49,982 Est. Cost $56.92 Unrealized +21.3%
LEN LENNAR CORP 0.8%
Value ($000) $3,806,491 Shares 96,075 Est. Cost $33.44 Unrealized +3.3%
TEX TEREX CORP 0.7%
Value ($000) $3,074,021 Shares 69,391 Est. Cost $31.27 Unrealized +34.4%
MONSANTO CO 0.6%
Value ($000) $2,767,228 Shares 24,323 Est. Cost $98800.02 Unrealized
NKE NIKE INC CL B 0.6%
Value ($000) $2,599,281 Shares 35,192 Est. Cost $26.53 Unrealized +22.7%
PG PROCTER & GAMBLE CO 0.5%
Value ($000) $2,220,933 Shares 27,555 Est. Cost $55.04 Unrealized +2.7%
SU SUNCOR ENERGY INC. NEW 0.5%
Value ($000) $2,174,512 Shares 62,200 Est. Cost $19.99 Unrealized +10.6%
INTC INTEL CORP 0.4%
Value ($000) $1,991,060 Shares 77,131 Est. Cost $17.18 Unrealized +8.7%
TXT TEXTRON INC 0.4%
Value ($000) $1,897,804 Shares 48,302 Est. Cost $26.50 Unrealized +38.6%
ANADIGICS INC 0.4%
Value ($000) $1,881,591 Shares 1,106,818 Est. Cost $2200.00 Unrealized
F FORD MOTOR COMPANY 0.4%
Value ($000) $1,850,363 Shares 118,613 Est. Cost $7.61 Unrealized +10.1%
CITIGROUP INC 0.4%
Value ($000) $1,821,557 Shares 38,268 Est. Cost $47969.99 Unrealized
M MACY'S INC 0.4%
Value ($000) $1,654,191 Shares 27,900 Est. Cost $46.53 Unrealized +19.5%
TRANSOCEAN LTD SWITZERLAND 0.4%
Value ($000) $1,593,533 Shares 38,547 Est. Cost $47950.00 Unrealized
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $1,515,930 Shares 15,548 Est. Cost $52.90 Unrealized +23.8%
HD HOME DEPOT INC. 0.3%
Value ($000) $1,510,196 Shares 19,085 Est. Cost $56.05 Unrealized +7.5%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $1,503,096 Shares 13,800 Est. Cost $56.44 Unrealized +41.9%
CBOE CBOE HOLDINGS INC 0.3%
Value ($000) $1,459,148 Shares 25,780 Est. Cost $33.33 Unrealized +37.7%
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $1,391,040 Shares 20,700 Est. Cost $57300.00 Unrealized
ALLERGAN INC 0.3%
Value ($000) $1,389,920 Shares 11,200 Est. Cost $89032.86 Unrealized
CAT CATERPILLAR INC 0.3%
Value ($000) $1,376,374 Shares 13,851 Est. Cost $61.88 Unrealized +12.6%
GENERAL ELECTRIC CO 0.3%
Value ($000) $1,364,066 Shares 52,687 Est. Cost $24229.08 Unrealized
ECL ECOLAB INC 0.3%
Value ($000) $1,349,875 Shares 12,500 Est. Cost $73.48 Unrealized +25.1%
EEM ISHARES MSCI EMERGING MKTS ETF 0.3%
Value ($000) $1,312,320 Shares 32,000 Est. Cost $38500.00 Unrealized
CVX CHEVRON CORPORATION 0.3%
Value ($000) $1,266,273 Shares 10,649 Est. Cost $71.30 Unrealized -1.3%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,211,720 Shares 12,405 Est. Cost $53.69 Unrealized +8.2%
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $1,096,536 Shares 23,051 Est. Cost $25.87 Unrealized 0.0%
LKQ LKQ CORP 0.2%
Value ($000) $974,950 Shares 37,000 Est. Cost $21.42 Unrealized +17.2%
OASIS PETROLEUM INC. 0.2%
Value ($000) $872,157 Shares 20,900 Est. Cost $45190.63 Unrealized
TALMER BANCORP INC 0.2%
Value ($000) $834,480 Shares 57,000 Est. Cost $14640.00 Unrealized
COVIDIEN PLC 0.2%
Value ($000) $829,043 Shares 11,255 Est. Cost $59519.08 Unrealized
HBAN HUNTINGTON BANCSHARES 0.2%
Value ($000) $803,502 Shares 80,592 Est. Cost $5.27 Unrealized +14.5%
KYTHERA BIOPHARMACEUTICALS 0.2%
Value ($000) $775,320 Shares 19,500 Est. Cost $27050.00 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $769,741 Shares 8,050 Est. Cost $14.16 Unrealized +17.0%
PM PHILIP MORRIS INT'L 0.2%
Value ($000) $723,321 Shares 8,835 Est. Cost $49.85 Unrealized -10.2%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $656,810 Shares 3,500 Est. Cost $57.06 Unrealized +19.6%
WISCONSIN ENERGY CORP 0.1%
Value ($000) $540,213 Shares 11,605 Est. Cost $40990.00 Unrealized
ALTRIA GROUP INC 0.1%
Value ($000) $536,522 Shares 14,334 Est. Cost $34990.00 Unrealized
MMM 3M COMPANY 0.1%
Value ($000) $505,605 Shares 3,727 Est. Cost $61.26 Unrealized +24.5%
BNS BANK OF NOVA SCOTIA 0.1%
Value ($000) $496,071 Shares 8,550 Est. Cost $30.35 Unrealized +5.1%
ABBV ABBVIE INC 0.1%
Value ($000) $465,478 Shares 9,056 Est. Cost $26.55 Unrealized +18.6%
RAYTHEON CO 0.1%
Value ($000) $461,547 Shares 4,672 Est. Cost $67036.06 Unrealized
BERKSHIRE HATHAWAY INC. CLASS B 0.1%
Value ($000) $431,146 Shares 3,450 Est. Cost $111920.00 Unrealized
IWM ISHARES TRUST RUSSELL 2000 INDEX FUND 0.1%
Value ($000) $407,190 Shares 3,500 Est. Cost $97000.00 Unrealized
BRK/A BERKSHIRE HATHAWAY INC. CLASS A 0.1%
Value ($000) $374,700 Shares 2 Est. Cost $165023.42 Unrealized +6.4%
MCO MOODY'S CORPORATION 0.1%
Value ($000) $335,127 Shares 4,225 Est. Cost $53.10 Unrealized +30.4%
ABT ABBOTT LABS. 0.1%
Value ($000) $329,492 Shares 8,556 Est. Cost $28.85 Unrealized +6.5%
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $309,054 Shares 3,800 Est. Cost $49.85 Unrealized +22.9%
AXP AMERICAN EXPRESS COMPANY 0.1%
Value ($000) $306,102 Shares 3,400 Est. Cost $59.62 Unrealized +26.6%
OXY OCCIDENTAL PETROLEUM 0.1%
Value ($000) $287,776 Shares 3,020 Est. Cost $57.83 Unrealized +8.0%
MANITOWOC CO. INC 0.1%
Value ($000) $267,325 Shares 8,500 Est. Cost $31450.00 Unrealized
MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $255,324 Shares 7,390 Est. Cost $28530.04 Unrealized
AMGN AMGEN INC. 0.1%
Value ($000) $243,350 Shares 1,973 Est. Cost $77.14 Unrealized +12.6%
BANCO SANTANDER SA-SPON ADR 0.1%
Value ($000) $239,142 Shares 24,963 Est. Cost $9579.86 Unrealized
ZOETIS INC. 0.1%
Value ($000) $233,690 Shares 8,075 Est. Cost $30923.36 Unrealized
BANKUNITED INC 0.1%
Value ($000) $226,005 Shares 6,500 Est. Cost $32920.00 Unrealized
NSRGY NESTLE SA REG SHRS S 0.1%
Value ($000) $225,660 Shares 3,000 Est. Cost $69600.00 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $224,281 Shares 2,686 Est. Cost $56.00 Unrealized +1.5%
WHR WHIRLPOOL CORP 0.1%
Value ($000) $224,190 Shares 1,500 Est. Cost $132.29 Unrealized +9.4%
KO COCA COLA COMPANY 0.0%
Value ($000) $220,362 Shares 5,700 Est. Cost $27.85 Unrealized -4.7%
ELITE PHARMACEUTICALS 0.0%
Value ($000) $24,570 Shares 60,000 Est. Cost $72.00 Unrealized
ARADIGM CORP 0.0%
Value ($000) $2,599 Shares 10,000 Est. Cost $162.00 Unrealized