FISHMAN JAY A LTD/MI Diversified Active

CIK: 0001006407 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Feb 3, 2015

Total Value ($000): $456,859,025 (100.0% shares, 0.0% debt)

Holdings (93)

AAPL APPLE INC. 12.3%
Value ($000) $56,402,193 Shares 510,982 Est. Cost $17.85 Unrealized +34.9%
TWI TITAN INTERNATIONAL INC 5.1%
Value ($000) $23,305,488 Shares 2,192,426 Est. Cost $19.73 Unrealized -48.8%
ORCL ORACLE CORP 5.0%
Value ($000) $22,949,945 Shares 510,339 Est. Cost $27.58 Unrealized +25.1%
PFE PFIZER INC 4.5%
Value ($000) $20,424,432 Shares 655,680 Est. Cost $16.46 Unrealized +9.2%
JPM JPMORGAN CHASE & CO 4.4%
Value ($000) $20,082,736 Shares 320,913 Est. Cost $36.61 Unrealized +22.1%
JNJ JOHNSON & JOHNSON 4.4%
Value ($000) $19,966,267 Shares 190,937 Est. Cost $59.66 Unrealized +29.6%
VALEANT PHARMACEUTICAL INT'L 4.4%
Value ($000) $19,946,672 Shares 139,380 Est. Cost $104586.96 Unrealized
GILD GILEAD SCIENCES INC 3.5%
Value ($000) $15,911,088 Shares 168,800 Est. Cost $50.19 Unrealized +43.2%
THE BLACKSTONE GROUP L.P. 2.7%
Value ($000) $12,156,810 Shares 359,350 Est. Cost $24488.94 Unrealized
IEP ICAHN ENTERPRISES LP 2.7%
Value ($000) $12,137,212 Shares 131,256 Est. Cost $87675.77 Unrealized
RL RALPH LAUREN CORP 2.6%
Value ($000) $11,794,692 Shares 63,700 Est. Cost $135.17 Unrealized +2.6%
GOOGLE INC CL A 2.6%
Value ($000) $11,727,586 Shares 22,100 Est. Cost $578256.40 Unrealized
VISA INC CLASS A 2.3%
Value ($000) $10,638,503 Shares 40,574 Est. Cost $187974.78 Unrealized
COP CONOCOPHILLIPS 2.2%
Value ($000) $10,255,755 Shares 148,505 Est. Cost $39.96 Unrealized +22.3%
UNITED TECHNOLOGIES CORP 2.2%
Value ($000) $10,137,250 Shares 88,150 Est. Cost $92940.00 Unrealized
FACEBOOK INC 2.2%
Value ($000) $9,986,170 Shares 127,995 Est. Cost $57497.47 Unrealized
SBUX STARBUCKS CORP 2.2%
Value ($000) $9,984,172 Shares 121,684 Est. Cost $24.89 Unrealized +25.6%
CMCSA COMCAST CORP NEW CL A 2.0%
Value ($000) $9,233,452 Shares 159,170 Est. Cost $18.34 Unrealized +15.9%
NOBLE ENERGY INC 1.9%
Value ($000) $8,845,221 Shares 186,490 Est. Cost $57210.21 Unrealized
HANESBRANDS INC 1.9%
Value ($000) $8,747,659 Shares 78,370 Est. Cost $75936.45 Unrealized
GM GENERAL MOTORS CORP 1.8%
Value ($000) $8,263,372 Shares 236,705 Est. Cost $27.29 Unrealized -10.2%
DIAGEO PLC SPONSORED ADR 1.8%
Value ($000) $8,051,331 Shares 70,570 Est. Cost $114950.00 Unrealized
DE DEERE & CO 1.5%
Value ($000) $6,679,131 Shares 75,496 Est. Cost $68.04 Unrealized +3.8%
XPO XPO LOGISTICS 1.4%
Value ($000) $6,518,316 Shares 159,450 Est. Cost $9.12 Unrealized +44.7%
MERCK & CO INC 1.4%
Value ($000) $6,421,945 Shares 113,082 Est. Cost $46562.94 Unrealized
QCOM QUALCOMM INC 1.3%
Value ($000) $5,775,441 Shares 77,700 Est. Cost $45.13 Unrealized +18.2%
SYK STRYKER CORPORATION 1.0%
Value ($000) $4,641,036 Shares 49,200 Est. Cost $56.92 Unrealized +36.8%
GOOGLE INC CL C 1.0%
Value ($000) $4,613,896 Shares 8,765 Est. Cost $1095275.50 Unrealized
MICHAEL KORS HOLDINGS LTD 1.0%
Value ($000) $4,528,905 Shares 60,305 Est. Cost $76345.86 Unrealized
CHECK POINT SOFTWARE TECH 0.7%
Value ($000) $3,392,260 Shares 43,175 Est. Cost $70822.91 Unrealized
NKE NIKE INC CL B 0.7%
Value ($000) $3,319,290 Shares 34,522 Est. Cost $26.53 Unrealized +53.6%
AMGN AMGEN INC. 0.7%
Value ($000) $3,319,285 Shares 20,838 Est. Cost $83.51 Unrealized +35.7%
STRATASYS LTD 0.7%
Value ($000) $3,017,724 Shares 36,310 Est. Cost $120779.99 Unrealized
KKR & COMPANY L.P. 0.6%
Value ($000) $2,955,793 Shares 127,350 Est. Cost $21145.59 Unrealized
MONSANTO CO 0.6%
Value ($000) $2,905,869 Shares 24,323 Est. Cost $98800.02 Unrealized
CSCO CISCO SYSTEMS INC. 0.6%
Value ($000) $2,816,964 Shares 101,275 Est. Cost $15.24 Unrealized +20.1%
H&E EQUIPMENT SERVICES 0.6%
Value ($000) $2,622,117 Shares 93,347 Est. Cost $28090.00 Unrealized
LEN LENNAR CORP 0.5%
Value ($000) $2,472,392 Shares 55,175 Est. Cost $33.55 Unrealized +11.9%
PG PROCTER & GAMBLE CO 0.5%
Value ($000) $2,436,202 Shares 26,745 Est. Cost $55.04 Unrealized +17.4%
BAC BANK OF AMERICA CORP 0.5%
Value ($000) $2,257,718 Shares 126,200 Est. Cost $10.29 Unrealized +31.7%
TALMER BANCORP INC 0.5%
Value ($000) $2,188,766 Shares 155,895 Est. Cost $14106.03 Unrealized
TXT TEXTRON INC 0.4%
Value ($000) $1,996,118 Shares 47,402 Est. Cost $26.50 Unrealized +48.8%
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $1,899,156 Shares 13,800 Est. Cost $56.44 Unrealized +89.6%
INTC INTEL CORP 0.4%
Value ($000) $1,877,282 Shares 51,730 Est. Cost $17.18 Unrealized +55.0%
HD HOME DEPOT INC. 0.4%
Value ($000) $1,818,185 Shares 17,321 Est. Cost $56.05 Unrealized +33.5%
TEX TEREX CORP 0.4%
Value ($000) $1,767,341 Shares 63,391 Est. Cost $31.27 Unrealized -8.6%
M MACY'S INC 0.4%
Value ($000) $1,755,525 Shares 26,700 Est. Cost $46.53 Unrealized +30.0%
U.S. SILICA HOLDINGS INC 0.4%
Value ($000) $1,622,323 Shares 63,150 Est. Cost $45484.75 Unrealized
GENERAL ELECTRIC CO 0.3%
Value ($000) $1,416,383 Shares 56,050 Est. Cost $24345.82 Unrealized
CITIGROUP INC 0.3%
Value ($000) $1,379,156 Shares 25,488 Est. Cost $47969.99 Unrealized
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $1,327,955 Shares 15,548 Est. Cost $52.90 Unrealized +27.3%
F FORD MOTOR COMPANY 0.3%
Value ($000) $1,283,601 Shares 82,813 Est. Cost $7.61 Unrealized +7.3%
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $1,259,388 Shares 20,700 Est. Cost $57300.00 Unrealized
ECL ECOLAB INC 0.3%
Value ($000) $1,243,788 Shares 11,900 Est. Cost $73.48 Unrealized +31.6%
SU SUNCOR ENERGY INC. NEW 0.3%
Value ($000) $1,242,598 Shares 39,100 Est. Cost $19.99 Unrealized +11.8%
COVIDIEN PLC 0.3%
Value ($000) $1,179,288 Shares 11,530 Est. Cost $60602.82 Unrealized
CAT CATERPILLAR INC 0.3%
Value ($000) $1,148,793 Shares 12,551 Est. Cost $61.88 Unrealized +18.5%
LUV SOUTHWEST AIRLINE CO. 0.2%
Value ($000) $1,121,480 Shares 26,500 Est. Cost $32.93 Unrealized 0.0%
CVX CHEVRON CORPORATION 0.2%
Value ($000) $1,041,816 Shares 9,287 Est. Cost $71.30 Unrealized -1.1%
LKQ LKQ CORP 0.2%
Value ($000) $1,040,440 Shares 37,000 Est. Cost $21.42 Unrealized +17.0%
CBOE CBOE HOLDINGS INC 0.2%
Value ($000) $995,149 Shares 15,691 Est. Cost $33.33 Unrealized +55.0%
KYTHERA BIOPHARMACEUTICALS 0.2%
Value ($000) $919,020 Shares 26,500 Est. Cost $29892.00 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $813,118 Shares 7,650 Est. Cost $14.16 Unrealized +33.4%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $758,552 Shares 8,205 Est. Cost $53.69 Unrealized +8.0%
CLOVIS ONCOLOGY 0.2%
Value ($000) $728,000 Shares 13,000 Est. Cost $42836.15 Unrealized
DAL DELTA AIRLINES 0.2%
Value ($000) $723,093 Shares 14,700 Est. Cost $36.83 Unrealized 0.0%
ALTRIA GROUP INC 0.2%
Value ($000) $716,090 Shares 14,534 Est. Cost $35216.02 Unrealized
PM PHILIP MORRIS INT'L 0.2%
Value ($000) $690,452 Shares 8,477 Est. Cost $49.85 Unrealized -1.3%
EEM ISHARES MSCI EMERGING MKTS ETF 0.1%
Value ($000) $675,788 Shares 17,200 Est. Cost $38500.00 Unrealized
MMM 3M COMPANY 0.1%
Value ($000) $612,421 Shares 3,727 Est. Cost $61.26 Unrealized +46.4%
WISCONSIN ENERGY CORP 0.1%
Value ($000) $612,048 Shares 11,605 Est. Cost $40990.00 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $592,625 Shares 9,056 Est. Cost $26.55 Unrealized +51.6%
VFC VF CORP 0.1%
Value ($000) $584,969 Shares 7,810 Est. Cost $59.94 Unrealized +10.4%
RAYTHEON CO 0.1%
Value ($000) $505,370 Shares 4,672 Est. Cost $67036.06 Unrealized
BRK/A BERKSHIRE HATHAWAY INC. CLASS A 0.1%
Value ($000) $452,000 Shares 2 Est. Cost $165023.42 Unrealized +31.2%
BRK/B BERKSHIRE HATHAWAY INC. CL B 0.1%
Value ($000) $435,435 Shares 2,900 Est. Cost $133.21 Unrealized +8.4%
MCO MOODY'S CORPORATION 0.1%
Value ($000) $404,797 Shares 4,225 Est. Cost $53.10 Unrealized +63.0%
ABT ABBOTT LABS. 0.1%
Value ($000) $385,191 Shares 8,556 Est. Cost $28.85 Unrealized +22.4%
BEST BUY CO INC 0.1%
Value ($000) $370,310 Shares 9,500 Est. Cost $38980.00 Unrealized
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $359,860 Shares 3,800 Est. Cost $49.85 Unrealized +40.6%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $357,390 Shares 3,000 Est. Cost $65.92 Unrealized +35.7%
HBAN HUNTINGTON BANCSHARES 0.1%
Value ($000) $329,276 Shares 31,300 Est. Cost $5.27 Unrealized +22.1%
IWM ISHARES TRUST RUSSELL 2000 INDEX FUND 0.1%
Value ($000) $322,974 Shares 2,700 Est. Cost $97000.00 Unrealized
AXP AMERICAN EXPRESS COMPANY 0.1%
Value ($000) $318,662 Shares 3,425 Est. Cost $59.62 Unrealized +28.2%
WHR WHIRLPOOL CORP 0.1%
Value ($000) $290,610 Shares 1,500 Est. Cost $132.29 Unrealized +29.8%
CVS CVS CAREMARK CORP 0.1%
Value ($000) $284,789 Shares 2,957 Est. Cost $64.44 Unrealized 0.0%
MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $268,442 Shares 7,390 Est. Cost $28530.04 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $253,988 Shares 2,686 Est. Cost $56.00 Unrealized +22.5%
OXY OCCIDENTAL PETROLEUM 0.1%
Value ($000) $243,442 Shares 3,020 Est. Cost $57.83 Unrealized +2.5%
KO COCA COLA COMPANY 0.1%
Value ($000) $240,654 Shares 5,700 Est. Cost $27.85 Unrealized +7.9%
ZOETIS INC. 0.0%
Value ($000) $205,683 Shares 4,780 Est. Cost $43029.92 Unrealized
ANADIGICS INC 0.0%
Value ($000) $143,595 Shares 191,460 Est. Cost $2200.00 Unrealized
ELITE PHARMACEUTICALS 0.0%
Value ($000) $13,560 Shares 60,000 Est. Cost $72.00 Unrealized