FISHMAN JAY A LTD/MI Diversified Active

CIK: 0001006407 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Oct 28, 2014

Total Value ($000): $453,726,176 (100.0% shares, 0.0% debt)

Holdings (89)

AAPL APPLE INC. 11.6%
Value ($000) $52,840,352 Shares 524,470 Est. Cost $17.85 Unrealized +21.1%
TWI TITAN INTERNATIONAL INC 5.6%
Value ($000) $25,214,684 Shares 2,133,222 Est. Cost $19.99 Unrealized -28.1%
ORCL ORACLE CORP 5.0%
Value ($000) $22,476,408 Shares 587,158 Est. Cost $27.58 Unrealized +24.0%
JNJ JOHNSON & JOHNSON 4.6%
Value ($000) $20,924,881 Shares 196,312 Est. Cost $59.66 Unrealized +26.7%
JPM JPMORGAN CHASE & CO 4.4%
Value ($000) $20,044,137 Shares 332,738 Est. Cost $36.61 Unrealized +17.8%
PFE PFIZER INC 4.3%
Value ($000) $19,608,310 Shares 663,115 Est. Cost $16.46 Unrealized +6.0%
VALEANT PHARMACEUTICAL INT'L 4.0%
Value ($000) $18,368,656 Shares 140,005 Est. Cost $104586.96 Unrealized
GILD GILEAD SCIENCES INC 3.9%
Value ($000) $17,582,879 Shares 165,175 Est. Cost $49.71 Unrealized +36.8%
IEP ICAHN ENTERPRISES LP 2.8%
Value ($000) $12,917,314 Shares 122,046 Est. Cost $87314.01 Unrealized
COP CONOCOPHILLIPS 2.6%
Value ($000) $11,686,900 Shares 152,730 Est. Cost $39.96 Unrealized +41.9%
GOOGLE INC CL A 2.5%
Value ($000) $11,338,661 Shares 19,270 Est. Cost $585246.44 Unrealized
THE BLACKSTONE GROUP L.P. 2.5%
Value ($000) $11,293,450 Shares 358,750 Est. Cost $24488.94 Unrealized
DIAGEO PLC SPONSORED ADR 2.5%
Value ($000) $11,276,888 Shares 97,720 Est. Cost $114950.00 Unrealized
RL RALPH LAUREN CORP 2.3%
Value ($000) $10,575,666 Shares 64,200 Est. Cost $135.17 Unrealized -2.4%
FACEBOOK INC 2.2%
Value ($000) $10,051,517 Shares 127,170 Est. Cost $57497.47 Unrealized
NOBLE ENERGY INC 2.2%
Value ($000) $9,887,590 Shares 144,640 Est. Cost $60040.00 Unrealized
UNITED TECHNOLOGIES CORP 2.1%
Value ($000) $9,551,520 Shares 90,450 Est. Cost $92940.00 Unrealized
SBUX STARBUCKS CORP 2.0%
Value ($000) $9,204,913 Shares 121,984 Est. Cost $24.89 Unrealized +24.0%
CMCSA COMCAST CORP NEW CL A 1.9%
Value ($000) $8,716,125 Shares 162,070 Est. Cost $18.34 Unrealized +15.5%
VISA INC CLASS A 1.9%
Value ($000) $8,657,274 Shares 40,574 Est. Cost $187974.78 Unrealized
HANESBRANDS INC 1.9%
Value ($000) $8,425,445 Shares 78,420 Est. Cost $75936.45 Unrealized
DE DEERE & CO 1.7%
Value ($000) $7,547,589 Shares 92,055 Est. Cost $68.04 Unrealized +2.0%
GM GENERAL MOTORS CORP 1.6%
Value ($000) $7,355,942 Shares 230,305 Est. Cost $27.37 Unrealized -3.2%
MERCK & CO INC 1.5%
Value ($000) $6,879,463 Shares 116,050 Est. Cost $46562.94 Unrealized
QCOM QUALCOMM INC 1.5%
Value ($000) $6,721,823 Shares 89,900 Est. Cost $45.13 Unrealized +22.8%
KKR & COMPANY L.P. 1.3%
Value ($000) $6,061,140 Shares 271,800 Est. Cost $21145.59 Unrealized
XPO XPO LOGISTICS 1.3%
Value ($000) $5,874,636 Shares 155,950 Est. Cost $9.03 Unrealized +20.9%
GOOGLE INC CL C 1.1%
Value ($000) $5,147,164 Shares 8,915 Est. Cost $1095275.50 Unrealized
STRATASYS LTD 1.0%
Value ($000) $4,557,029 Shares 37,730 Est. Cost $120779.99 Unrealized
MICHAEL KORS HOLDINGS LTD 0.9%
Value ($000) $4,226,645 Shares 59,205 Est. Cost $76369.01 Unrealized
SYK STRYKER CORPORATION 0.9%
Value ($000) $3,972,900 Shares 49,200 Est. Cost $56.92 Unrealized +26.4%
NKE NIKE INC CL B 0.7%
Value ($000) $3,079,362 Shares 34,522 Est. Cost $26.53 Unrealized +29.6%
AMGN AMGEN INC. 0.6%
Value ($000) $2,926,905 Shares 20,838 Est. Cost $83.51 Unrealized +13.2%
MONSANTO CO 0.6%
Value ($000) $2,736,581 Shares 24,323 Est. Cost $98800.02 Unrealized
CSCO CISCO SYSTEMS INC. 0.6%
Value ($000) $2,730,316 Shares 108,475 Est. Cost $15.24 Unrealized +16.2%
CHECK POINT SOFTWARE TECH 0.5%
Value ($000) $2,482,254 Shares 35,850 Est. Cost $69240.00 Unrealized
BAC BANK OF AMERICA CORP 0.5%
Value ($000) $2,257,420 Shares 132,400 Est. Cost $10.29 Unrealized +22.2%
PG PROCTER & GAMBLE CO 0.5%
Value ($000) $2,239,626 Shares 26,745 Est. Cost $55.04 Unrealized +8.5%
TALMER BANCORP INC 0.5%
Value ($000) $2,156,028 Shares 155,895 Est. Cost $14106.03 Unrealized
U.S. SILICA HOLDINGS INC 0.5%
Value ($000) $2,122,214 Shares 33,950 Est. Cost $62509.98 Unrealized
TEX TEREX CORP 0.5%
Value ($000) $2,099,711 Shares 66,091 Est. Cost $31.27 Unrealized +16.9%
LEN LENNAR CORP 0.5%
Value ($000) $2,080,317 Shares 53,575 Est. Cost $33.44 Unrealized +0.5%
INTC INTEL CORP 0.4%
Value ($000) $1,934,077 Shares 55,545 Est. Cost $17.18 Unrealized +49.9%
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $1,753,842 Shares 13,800 Est. Cost $56.44 Unrealized +68.4%
TXT TEXTRON INC 0.4%
Value ($000) $1,720,411 Shares 47,802 Est. Cost $26.50 Unrealized +39.3%
M MACY'S INC 0.4%
Value ($000) $1,623,222 Shares 27,900 Est. Cost $46.53 Unrealized +27.4%
HD HOME DEPOT INC. 0.4%
Value ($000) $1,589,029 Shares 17,321 Est. Cost $56.05 Unrealized +17.3%
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $1,581,076 Shares 15,548 Est. Cost $52.90 Unrealized +50.3%
SU SUNCOR ENERGY INC. NEW 0.3%
Value ($000) $1,521,915 Shares 42,100 Est. Cost $19.99 Unrealized +34.8%
GENERAL ELECTRIC CO 0.3%
Value ($000) $1,452,731 Shares 56,703 Est. Cost $24345.82 Unrealized
F FORD MOTOR COMPANY 0.3%
Value ($000) $1,428,906 Shares 96,613 Est. Cost $7.61 Unrealized +23.4%
ECL ECOLAB INC 0.3%
Value ($000) $1,423,892 Shares 12,400 Est. Cost $73.48 Unrealized +35.1%
CITIGROUP INC 0.3%
Value ($000) $1,357,062 Shares 26,188 Est. Cost $47969.99 Unrealized
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $1,327,284 Shares 20,700 Est. Cost $57300.00 Unrealized
CAT CATERPILLAR INC 0.3%
Value ($000) $1,292,441 Shares 13,051 Est. Cost $61.88 Unrealized +28.1%
CVX CHEVRON CORPORATION 0.2%
Value ($000) $1,108,125 Shares 9,287 Est. Cost $71.30 Unrealized +10.1%
COVIDIEN PLC 0.2%
Value ($000) $1,023,413 Shares 11,830 Est. Cost $60602.82 Unrealized
EEM ISHARES MSCI EMERGING MKTS ETF 0.2%
Value ($000) $1,001,596 Shares 24,100 Est. Cost $38500.00 Unrealized
LKQ LKQ CORP 0.2%
Value ($000) $983,830 Shares 37,000 Est. Cost $21.42 Unrealized +12.7%
CBOE CBOE HOLDINGS INC 0.2%
Value ($000) $914,657 Shares 17,088 Est. Cost $33.33 Unrealized +32.3%
KYTHERA BIOPHARMACEUTICALS 0.2%
Value ($000) $868,140 Shares 26,500 Est. Cost $29892.00 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $865,730 Shares 9,205 Est. Cost $53.69 Unrealized +14.6%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $758,940 Shares 7,000 Est. Cost $65.92 Unrealized +21.8%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $755,734 Shares 8,050 Est. Cost $14.16 Unrealized +26.6%
PM PHILIP MORRIS INT'L 0.2%
Value ($000) $706,982 Shares 8,477 Est. Cost $49.85 Unrealized -3.9%
ALTRIA GROUP INC 0.1%
Value ($000) $667,692 Shares 14,534 Est. Cost $35216.02 Unrealized
CLOVIS ONCOLOGY 0.1%
Value ($000) $544,320 Shares 12,000 Est. Cost $41739.17 Unrealized
MMM 3M COMPANY 0.1%
Value ($000) $528,041 Shares 3,727 Est. Cost $61.26 Unrealized +36.3%
ABBV ABBVIE INC 0.1%
Value ($000) $523,075 Shares 9,056 Est. Cost $26.55 Unrealized +32.5%
VFC VF CORP 0.1%
Value ($000) $505,790 Shares 7,660 Est. Cost $59.82 Unrealized 0.0%
WISCONSIN ENERGY CORP 0.1%
Value ($000) $499,015 Shares 11,605 Est. Cost $40990.00 Unrealized
RAYTHEON CO 0.1%
Value ($000) $474,769 Shares 4,672 Est. Cost $67036.06 Unrealized
BRK/A BERKSHIRE HATHAWAY INC. CLASS A 0.1%
Value ($000) $413,800 Shares 2 Est. Cost $165023.42 Unrealized +21.1%
BRK/B BERKSHIRE HATHAWAY INC. CL B 0.1%
Value ($000) $400,606 Shares 2,900 Est. Cost $133.21 Unrealized 0.0%
MCO MOODY'S CORPORATION 0.1%
Value ($000) $399,262 Shares 4,225 Est. Cost $53.10 Unrealized +53.6%
ANADIGICS INC 0.1%
Value ($000) $391,092 Shares 581,118 Est. Cost $2200.00 Unrealized
IWM ISHARES TRUST RUSSELL 2000 INDEX FUND 0.1%
Value ($000) $382,725 Shares 3,500 Est. Cost $97000.00 Unrealized
HBAN HUNTINGTON BANCSHARES 0.1%
Value ($000) $360,905 Shares 37,092 Est. Cost $5.27 Unrealized +19.3%
ABT ABBOTT LABS. 0.1%
Value ($000) $355,844 Shares 8,556 Est. Cost $28.85 Unrealized +18.3%
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $320,796 Shares 3,800 Est. Cost $49.85 Unrealized +32.8%
AXP AMERICAN EXPRESS COMPANY 0.1%
Value ($000) $297,636 Shares 3,400 Est. Cost $59.62 Unrealized +28.3%
OXY OCCIDENTAL PETROLEUM 0.1%
Value ($000) $290,373 Shares 3,020 Est. Cost $57.83 Unrealized +17.6%
OASIS PETROLEUM INC. 0.1%
Value ($000) $284,308 Shares 6,800 Est. Cost $45190.63 Unrealized
MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $253,218 Shares 7,390 Est. Cost $28530.04 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $250,040 Shares 2,686 Est. Cost $56.00 Unrealized +15.9%
KO COCA COLA COMPANY 0.1%
Value ($000) $243,162 Shares 5,700 Est. Cost $27.85 Unrealized +3.6%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $218,475 Shares 1,500 Est. Cost $132.29 Unrealized +11.7%
BNS BANK OF NOVA SCOTIA 0.0%
Value ($000) $210,290 Shares 3,400 Est. Cost $30.35 Unrealized +23.6%
ELITE PHARMACEUTICALS 0.0%
Value ($000) $19,272 Shares 60,000 Est. Cost $72.00 Unrealized