FISHMAN JAY A LTD/MI Diversified Active

CIK: 0001006407 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Jul 29, 2014

Total Value ($000): $465,103,070 (100.0% shares, 0.0% debt)

Holdings (92)

AAPL APPLE INC. 10.6%
Value ($000) $49,136,737 Shares 528,750 Est. Cost $17.85 Unrealized +4.5%
TWI TITAN INTERNATIONAL INC 7.5%
Value ($000) $34,967,552 Shares 2,078,927 Est. Cost $20.14 Unrealized -18.4%
ORCL ORACLE CORP 5.3%
Value ($000) $24,450,047 Shares 603,258 Est. Cost $27.58 Unrealized +25.7%
JNJ JOHNSON & JOHNSON 4.5%
Value ($000) $20,750,002 Shares 198,337 Est. Cost $59.66 Unrealized +22.6%
PFE PFIZER INC 4.3%
Value ($000) $20,077,155 Shares 676,454 Est. Cost $16.46 Unrealized +6.6%
JPM JPMORGAN CHASE & CO 4.2%
Value ($000) $19,315,837 Shares 335,228 Est. Cost $36.61 Unrealized +12.5%
VALEANT PHARMACEUTICAL INT'L 3.5%
Value ($000) $16,087,237 Shares 127,555 Est. Cost $101989.39 Unrealized
DIAGEO PLC SPONSORED ADR 3.0%
Value ($000) $14,091,334 Shares 110,720 Est. Cost $114950.00 Unrealized
COP CONOCOPHILLIPS 3.0%
Value ($000) $13,768,667 Shares 160,605 Est. Cost $39.96 Unrealized +33.5%
GILD GILEAD SCIENCES INC 2.8%
Value ($000) $12,928,156 Shares 155,930 Est. Cost $48.63 Unrealized +11.2%
THE BLACKSTONE GROUP L.P. 2.6%
Value ($000) $11,984,896 Shares 358,400 Est. Cost $24488.94 Unrealized
GM GENERAL MOTORS CORP 2.5%
Value ($000) $11,508,262 Shares 317,032 Est. Cost $27.37 Unrealized -3.9%
IEP ICAHN ENTERPRISES LP 2.5%
Value ($000) $11,483,114 Shares 115,177 Est. Cost $86209.16 Unrealized
NOBLE ENERGY INC 2.5%
Value ($000) $11,440,067 Shares 147,690 Est. Cost $60040.00 Unrealized
UNITED TECHNOLOGIES CORP 2.2%
Value ($000) $10,453,997 Shares 90,550 Est. Cost $92940.00 Unrealized
RL RALPH LAUREN CORP 2.1%
Value ($000) $9,760,311 Shares 60,740 Est. Cost $135.36 Unrealized -9.0%
GOOGLE INC CL A 2.0%
Value ($000) $9,530,121 Shares 16,300 Est. Cost $584670.00 Unrealized
DE DEERE & CO 2.0%
Value ($000) $9,478,774 Shares 104,680 Est. Cost $68.04 Unrealized +8.9%
SBUX STARBUCKS CORP 2.0%
Value ($000) $9,346,266 Shares 120,784 Est. Cost $24.89 Unrealized +16.0%
CMCSA COMCAST CORP NEW CL A 1.9%
Value ($000) $8,758,966 Shares 163,170 Est. Cost $18.34 Unrealized +7.9%
VISA INC CLASS A 1.8%
Value ($000) $8,549,348 Shares 40,574 Est. Cost $187974.78 Unrealized
FACEBOOK INC 1.8%
Value ($000) $8,478,204 Shares 125,995 Est. Cost $57497.47 Unrealized
HANESBRANDS INC 1.7%
Value ($000) $7,851,082 Shares 79,755 Est. Cost $75936.45 Unrealized
KKR & COMPANY L.P. 1.7%
Value ($000) $7,823,311 Shares 321,550 Est. Cost $21145.59 Unrealized
QCOM QUALCOMM INC 1.5%
Value ($000) $7,104,240 Shares 89,700 Est. Cost $45.13 Unrealized +26.9%
MERCK & CO INC 1.4%
Value ($000) $6,719,296 Shares 116,150 Est. Cost $46562.94 Unrealized
GOOGLE INC CL C 1.1%
Value ($000) $5,128,621 Shares 8,915 Est. Cost $1095275.50 Unrealized
MICHAEL KORS HOLDINGS LTD 1.0%
Value ($000) $4,796,851 Shares 54,110 Est. Cost $76837.84 Unrealized
XPO XPO LOGISTICS 1.0%
Value ($000) $4,479,030 Shares 156,500 Est. Cost $9.03 Unrealized +1.2%
SYK STRYKER CORPORATION 0.9%
Value ($000) $4,156,976 Shares 49,300 Est. Cost $56.92 Unrealized +25.0%
LEN LENNAR CORP 0.8%
Value ($000) $3,781,348 Shares 90,075 Est. Cost $33.44 Unrealized +2.6%
MONSANTO CO 0.7%
Value ($000) $3,034,051 Shares 24,323 Est. Cost $98800.02 Unrealized
CSCO CISCO SYSTEMS INC. 0.6%
Value ($000) $2,973,924 Shares 119,675 Est. Cost $15.24 Unrealized +9.2%
TEX TEREX CORP 0.6%
Value ($000) $2,851,970 Shares 69,391 Est. Cost $31.27 Unrealized +30.0%
NKE NIKE INC CL B 0.6%
Value ($000) $2,677,181 Shares 34,522 Est. Cost $26.53 Unrealized +21.2%
SU SUNCOR ENERGY INC. NEW 0.5%
Value ($000) $2,545,011 Shares 59,700 Est. Cost $19.99 Unrealized +30.1%
AMGN AMGEN INC. 0.5%
Value ($000) $2,303,835 Shares 19,463 Est. Cost $82.74 Unrealized +0.8%
BAC BANK OF AMERICA CORP 0.5%
Value ($000) $2,193,299 Shares 142,700 Est. Cost $10.29 Unrealized +19.0%
PG PROCTER & GAMBLE CO 0.5%
Value ($000) $2,104,404 Shares 26,777 Est. Cost $55.04 Unrealized +5.9%
INTC INTEL CORP 0.4%
Value ($000) $2,077,870 Shares 67,245 Est. Cost $17.18 Unrealized +20.4%
BANCO SANTANDER SA-SPON ADR 0.4%
Value ($000) $2,014,842 Shares 193,363 Est. Cost $10311.54 Unrealized
TALMER BANCORP INC 0.4%
Value ($000) $1,867,787 Shares 135,445 Est. Cost $14147.71 Unrealized
TXT TEXTRON INC 0.4%
Value ($000) $1,841,844 Shares 48,102 Est. Cost $26.50 Unrealized +45.3%
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $1,833,887 Shares 15,548 Est. Cost $52.90 Unrealized +41.5%
F FORD MOTOR COMPANY 0.4%
Value ($000) $1,812,148 Shares 105,113 Est. Cost $7.61 Unrealized +16.6%
M MACY'S INC 0.3%
Value ($000) $1,618,758 Shares 27,900 Est. Cost $46.53 Unrealized +24.7%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $1,608,390 Shares 13,800 Est. Cost $56.44 Unrealized +56.9%
GENERAL ELECTRIC CO 0.3%
Value ($000) $1,425,769 Shares 54,253 Est. Cost $24288.28 Unrealized
CAT CATERPILLAR INC 0.3%
Value ($000) $1,418,252 Shares 13,051 Est. Cost $61.88 Unrealized +26.1%
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $1,415,259 Shares 20,700 Est. Cost $57300.00 Unrealized
HD HOME DEPOT INC. 0.3%
Value ($000) $1,402,308 Shares 17,321 Est. Cost $56.05 Unrealized +7.2%
VOD VODAFONE GROUP PLC ADR 0.3%
Value ($000) $1,398,907 Shares 41,896 Est. Cost $36810.00 Unrealized
ECL ECOLAB INC 0.3%
Value ($000) $1,391,750 Shares 12,500 Est. Cost $73.48 Unrealized +28.3%
EEM ISHARES MSCI EMERGING MKTS ETF 0.3%
Value ($000) $1,366,068 Shares 31,600 Est. Cost $38500.00 Unrealized
CITIGROUP INC 0.3%
Value ($000) $1,247,585 Shares 26,488 Est. Cost $47969.99 Unrealized
CVX CHEVRON CORPORATION 0.3%
Value ($000) $1,212,418 Shares 9,287 Est. Cost $71.30 Unrealized +6.5%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,148,255 Shares 11,405 Est. Cost $53.69 Unrealized +15.2%
TRANSOCEAN LTD SWITZERLAND 0.2%
Value ($000) $1,078,333 Shares 23,947 Est. Cost $47950.00 Unrealized
COVIDIEN PLC 0.2%
Value ($000) $1,023,994 Shares 11,355 Est. Cost $59519.08 Unrealized
CBOE CBOE HOLDINGS INC 0.2%
Value ($000) $1,022,997 Shares 20,788 Est. Cost $33.33 Unrealized +30.7%
KYTHERA BIOPHARMACEUTICALS 0.2%
Value ($000) $989,946 Shares 25,800 Est. Cost $29814.19 Unrealized
LKQ LKQ CORP 0.2%
Value ($000) $987,530 Shares 37,000 Est. Cost $21.42 Unrealized +15.8%
ALLERGAN INC 0.2%
Value ($000) $846,100 Shares 5,000 Est. Cost $89032.86 Unrealized
ANADIGICS INC 0.2%
Value ($000) $838,589 Shares 1,036,318 Est. Cost $2200.00 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $824,964 Shares 8,050 Est. Cost $14.16 Unrealized +26.6%
PM PHILIP MORRIS INT'L 0.2%
Value ($000) $744,879 Shares 8,835 Est. Cost $49.85 Unrealized -3.2%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $698,250 Shares 7,000 Est. Cost $65.92 Unrealized +13.4%
OASIS PETROLEUM INC. 0.1%
Value ($000) $637,146 Shares 11,400 Est. Cost $45190.63 Unrealized
HBAN HUNTINGTON BANCSHARES 0.1%
Value ($000) $635,288 Shares 66,592 Est. Cost $5.27 Unrealized +14.0%
ALTRIA GROUP INC 0.1%
Value ($000) $596,974 Shares 14,234 Est. Cost $34990.00 Unrealized
WISCONSIN ENERGY CORP 0.1%
Value ($000) $544,507 Shares 11,605 Est. Cost $40990.00 Unrealized
MMM 3M COMPANY 0.1%
Value ($000) $533,855 Shares 3,727 Est. Cost $61.26 Unrealized +32.3%
ABBV ABBVIE INC 0.1%
Value ($000) $511,121 Shares 9,056 Est. Cost $26.55 Unrealized +24.2%
CLOVIS ONCOLOGY 0.1%
Value ($000) $455,510 Shares 11,000 Est. Cost $41410.00 Unrealized
RAYTHEON CO 0.1%
Value ($000) $430,992 Shares 4,672 Est. Cost $67036.06 Unrealized
IWM ISHARES TRUST RUSSELL 2000 INDEX FUND 0.1%
Value ($000) $415,835 Shares 3,500 Est. Cost $97000.00 Unrealized
BRK/A BERKSHIRE HATHAWAY INC. CLASS A 0.1%
Value ($000) $379,801 Shares 2 Est. Cost $165023.42 Unrealized +15.0%
MCO MOODY'S CORPORATION 0.1%
Value ($000) $370,363 Shares 4,225 Est. Cost $53.10 Unrealized +37.7%
ABT ABBOTT LABS. 0.1%
Value ($000) $349,940 Shares 8,556 Est. Cost $28.85 Unrealized +9.2%
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $332,728 Shares 3,800 Est. Cost $49.85 Unrealized +31.3%
AXP AMERICAN EXPRESS COMPANY 0.1%
Value ($000) $322,558 Shares 3,400 Est. Cost $59.62 Unrealized +28.1%
OXY OCCIDENTAL PETROLEUM 0.1%
Value ($000) $309,943 Shares 3,020 Est. Cost $57.83 Unrealized +14.4%
BERKSHIRE HATHAWAY INC. CLASS B 0.1%
Value ($000) $297,416 Shares 2,350 Est. Cost $111920.00 Unrealized
MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $277,938 Shares 7,390 Est. Cost $28530.04 Unrealized
BNS BANK OF NOVA SCOTIA 0.1%
Value ($000) $269,730 Shares 4,050 Est. Cost $30.35 Unrealized +14.6%
MANITOWOC CO. INC 0.1%
Value ($000) $262,880 Shares 8,000 Est. Cost $31450.00 Unrealized
KO COCA COLA COMPANY 0.1%
Value ($000) $241,452 Shares 5,700 Est. Cost $27.85 Unrealized +0.9%
PEP PEPSICO INC 0.1%
Value ($000) $239,967 Shares 2,686 Est. Cost $56.00 Unrealized +8.8%
BANKUNITED INC 0.0%
Value ($000) $217,620 Shares 6,500 Est. Cost $32920.00 Unrealized
WHR WHIRLPOOL CORP 0.0%
Value ($000) $208,830 Shares 1,500 Est. Cost $132.29 Unrealized +10.9%
CIMAREX ENERGY CO 0.0%
Value ($000) $208,017 Shares 1,450 Est. Cost $143460.00 Unrealized
ELITE PHARMACEUTICALS 0.0%
Value ($000) $25,500 Shares 60,000 Est. Cost $72.00 Unrealized