FISHMAN JAY A LTD/MI Diversified Active

CIK: 0001006407 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: Apr 29, 2015

Total Value ($000): $477,412,260 (100.0% shares, 0.0% debt)

Holdings (102)

AAPL APPLE INC. 13.2%
Value ($000) $62,991,568 Shares 506,241 Est. Cost $17.85 Unrealized +50.4%
VALEANT PHARMACEUTICAL INT'L 5.8%
Value ($000) $27,848,510 Shares 140,210 Est. Cost $104586.96 Unrealized
PFE PFIZER INC 4.7%
Value ($000) $22,484,081 Shares 646,280 Est. Cost $16.46 Unrealized +22.1%
TWI TITAN INTERNATIONAL INC 4.5%
Value ($000) $21,586,144 Shares 2,306,212 Est. Cost $19.22 Unrealized -50.3%
JPM JPMORGAN CHASE & CO 4.0%
Value ($000) $19,141,039 Shares 315,963 Est. Cost $36.61 Unrealized +20.9%
JNJ JOHNSON & JOHNSON 3.9%
Value ($000) $18,786,834 Shares 186,748 Est. Cost $59.66 Unrealized +25.9%
GILD GILEAD SCIENCES INC 3.6%
Value ($000) $17,088,849 Shares 174,145 Est. Cost $50.81 Unrealized +38.8%
ORCL ORACLE CORP 3.5%
Value ($000) $16,501,596 Shares 382,424 Est. Cost $27.58 Unrealized +33.6%
THE BLACKSTONE GROUP L.P. 2.9%
Value ($000) $14,022,762 Shares 360,575 Est. Cost $24488.94 Unrealized
FACEBOOK INC 2.8%
Value ($000) $13,240,726 Shares 161,050 Est. Cost $62570.66 Unrealized
GOOGLE INC CL A 2.8%
Value ($000) $13,196,313 Shares 23,790 Est. Cost $576583.00 Unrealized
IEP ICAHN ENTERPRISES LP 2.6%
Value ($000) $12,626,340 Shares 140,825 Est. Cost $87810.59 Unrealized
SBUX STARBUCKS CORP 2.4%
Value ($000) $11,428,775 Shares 120,684 Est. Cost $24.89 Unrealized +45.1%
VISA INC CLASS A 2.2%
Value ($000) $10,563,453 Shares 161,496 Est. Cost $96202.98 Unrealized
HANESBRANDS INC 2.2%
Value ($000) $10,297,120 Shares 307,285 Est. Cost $44330.44 Unrealized
UNITED TECHNOLOGIES CORP 2.2%
Value ($000) $10,272,580 Shares 87,650 Est. Cost $92940.00 Unrealized
NOBLE ENERGY INC 2.0%
Value ($000) $9,525,231 Shares 194,790 Est. Cost $56856.11 Unrealized
COP CONOCOPHILLIPS 2.0%
Value ($000) $9,504,612 Shares 152,660 Est. Cost $40.11 Unrealized +13.6%
CMCSA COMCAST CORP NEW CL A 1.8%
Value ($000) $8,689,265 Shares 153,874 Est. Cost $18.34 Unrealized +22.2%
RL RALPH LAUREN CORP 1.8%
Value ($000) $8,444,930 Shares 64,220 Est. Cost $135.17 Unrealized -11.8%
AMGN AMGEN INC. 1.7%
Value ($000) $7,917,051 Shares 49,528 Est. Cost $101.78 Unrealized +13.0%
ACTAVIS PLC 1.6%
Value ($000) $7,827,406 Shares 26,300 Est. Cost $297620.00 Unrealized
DIAGEO PLC SPONSORED ADR 1.5%
Value ($000) $7,313,653 Shares 66,145 Est. Cost $114950.00 Unrealized
XPO XPO LOGISTICS 1.5%
Value ($000) $7,218,362 Shares 158,750 Est. Cost $9.12 Unrealized +58.8%
MERCK & CO INC 1.3%
Value ($000) $6,255,107 Shares 108,822 Est. Cost $46562.94 Unrealized
CHECK POINT SOFTWARE TECH 1.2%
Value ($000) $5,665,766 Shares 69,120 Est. Cost $75007.10 Unrealized
GM GENERAL MOTORS CORP 1.2%
Value ($000) $5,498,962 Shares 146,639 Est. Cost $27.29 Unrealized +3.1%
SYK STRYKER CORPORATION 1.1%
Value ($000) $5,092,200 Shares 55,200 Est. Cost $59.64 Unrealized +37.5%
DE DEERE & CO 0.9%
Value ($000) $4,352,581 Shares 49,636 Est. Cost $68.04 Unrealized +7.3%
H&E EQUIPMENT SERVICES 0.9%
Value ($000) $4,316,948 Shares 172,747 Est. Cost $26665.14 Unrealized
GOOGLE INC CL C 0.9%
Value ($000) $4,145,620 Shares 7,565 Est. Cost $1095275.50 Unrealized
MICHAEL KORS HOLDINGS LTD 0.8%
Value ($000) $3,692,849 Shares 56,165 Est. Cost $76345.86 Unrealized
NKE NIKE INC CL B 0.7%
Value ($000) $3,413,427 Shares 34,022 Est. Cost $26.53 Unrealized +57.1%
LEN LENNAR CORP 0.6%
Value ($000) $2,988,142 Shares 57,675 Est. Cost $33.89 Unrealized +21.9%
LUV SOUTHWEST AIRLINE CO. 0.5%
Value ($000) $2,609,270 Shares 58,900 Est. Cost $36.05 Unrealized +7.1%
CELGENE CORP 0.5%
Value ($000) $2,541,924 Shares 22,050 Est. Cost $115280.00 Unrealized
CSCO CISCO SYSTEMS INC. 0.5%
Value ($000) $2,539,869 Shares 92,275 Est. Cost $15.24 Unrealized +31.9%
TALMER BANCORP INC 0.5%
Value ($000) $2,364,559 Shares 154,395 Est. Cost $14106.03 Unrealized
MONSANTO CO 0.5%
Value ($000) $2,273,421 Shares 20,201 Est. Cost $98800.02 Unrealized
PG PROCTER & GAMBLE CO 0.5%
Value ($000) $2,150,515 Shares 26,245 Est. Cost $55.04 Unrealized +15.5%
TXT TEXTRON INC 0.4%
Value ($000) $2,057,022 Shares 46,402 Est. Cost $26.50 Unrealized +61.5%
STRATASYS LTD 0.4%
Value ($000) $2,056,837 Shares 38,970 Est. Cost $116138.47 Unrealized
BAC BANK OF AMERICA CORP 0.4%
Value ($000) $1,985,310 Shares 129,000 Est. Cost $10.34 Unrealized +23.3%
HD HOME DEPOT INC. 0.4%
Value ($000) $1,911,034 Shares 16,821 Est. Cost $56.05 Unrealized +52.2%
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $1,845,928 Shares 13,600 Est. Cost $56.44 Unrealized +92.0%
KYTHERA BIOPHARMACEUTICALS 0.4%
Value ($000) $1,730,175 Shares 34,500 Est. Cost $34589.51 Unrealized
U.S. SILICA HOLDINGS INC 0.4%
Value ($000) $1,723,524 Shares 48,400 Est. Cost $45484.75 Unrealized
M MACY'S INC 0.4%
Value ($000) $1,720,115 Shares 26,500 Est. Cost $46.53 Unrealized +38.3%
BWA BORGWARNER INC 0.3%
Value ($000) $1,503,230 Shares 24,855 Est. Cost $43.25 Unrealized 0.0%
GENERAL ELECTRIC CO 0.3%
Value ($000) $1,447,663 Shares 58,350 Est. Cost $24364.11 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $1,373,691 Shares 43,930 Est. Cost $17.18 Unrealized +51.4%
ECL ECOLAB INC 0.3%
Value ($000) $1,361,122 Shares 11,900 Est. Cost $73.48 Unrealized +32.3%
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $1,328,319 Shares 20,700 Est. Cost $57300.00 Unrealized
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $1,297,325 Shares 15,548 Est. Cost $52.90 Unrealized +16.0%
CITIGROUP INC 0.3%
Value ($000) $1,261,622 Shares 24,488 Est. Cost $47969.99 Unrealized
ALIBABA GROUP HOLDING 0.2%
Value ($000) $1,152,874 Shares 13,850 Est. Cost $83240.00 Unrealized
F FORD MOTOR COMPANY 0.2%
Value ($000) $1,142,922 Shares 70,813 Est. Cost $7.61 Unrealized +16.1%
SU SUNCOR ENERGY INC. NEW 0.2%
Value ($000) $1,134,900 Shares 38,800 Est. Cost $19.99 Unrealized +1.3%
CVX CHEVRON CORPORATION 0.2%
Value ($000) $974,949 Shares 9,287 Est. Cost $71.30 Unrealized -6.2%
FIRST TRUST NYSE ARCA BIOTECH 0.2%
Value ($000) $963,574 Shares 8,150 Est. Cost $118229.94 Unrealized
LKQ LKQ CORP 0.2%
Value ($000) $945,720 Shares 37,000 Est. Cost $21.42 Unrealized +8.5%
TEX TEREX CORP 0.2%
Value ($000) $921,769 Shares 34,666 Est. Cost $31.27 Unrealized -19.2%
MEDTRONIC INC 0.2%
Value ($000) $859,138 Shares 11,016 Est. Cost $77990.02 Unrealized
CBOE CBOE HOLDINGS INC 0.2%
Value ($000) $803,176 Shares 13,991 Est. Cost $33.33 Unrealized +62.3%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $775,172 Shares 7,450 Est. Cost $14.16 Unrealized +40.3%
ALTRIA GROUP INC 0.1%
Value ($000) $701,981 Shares 14,034 Est. Cost $35216.02 Unrealized
DAL DELTA AIRLINES 0.1%
Value ($000) $692,384 Shares 15,400 Est. Cost $37.00 Unrealized +9.8%
EEM ISHARES MSCI EMERGING MKTS ETF 0.1%
Value ($000) $690,236 Shares 17,200 Est. Cost $38500.00 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $676,065 Shares 9,750 Est. Cost $45.13 Unrealized +14.4%
PM PHILIP MORRIS INT'L 0.1%
Value ($000) $638,572 Shares 8,477 Est. Cost $49.85 Unrealized -5.6%
MMM 3M COMPANY 0.1%
Value ($000) $614,769 Shares 3,727 Est. Cost $61.26 Unrealized +58.1%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $612,425 Shares 7,205 Est. Cost $53.69 Unrealized +3.5%
VFC VF CORP 0.1%
Value ($000) $594,949 Shares 7,900 Est. Cost $60.05 Unrealized +15.3%
CAT CATERPILLAR INC 0.1%
Value ($000) $564,292 Shares 7,051 Est. Cost $61.88 Unrealized +2.0%
ABBV ABBVIE INC 0.1%
Value ($000) $530,138 Shares 9,056 Est. Cost $26.55 Unrealized +46.3%
WISCONSIN ENERGY CORP 0.1%
Value ($000) $524,947 Shares 10,605 Est. Cost $40990.00 Unrealized
RAYTHEON CO 0.1%
Value ($000) $510,416 Shares 4,672 Est. Cost $67036.06 Unrealized
BRK/A BERKSHIRE HATHAWAY INC. CLASS A 0.1%
Value ($000) $435,000 Shares 2 Est. Cost $165023.42 Unrealized +33.9%
AXP AMERICAN EXPRESS COMPANY 0.1%
Value ($000) $421,848 Shares 5,400 Est. Cost $63.79 Unrealized +11.3%
MCO MOODY'S CORPORATION 0.1%
Value ($000) $417,795 Shares 4,025 Est. Cost $53.10 Unrealized +63.0%
BRK/B BERKSHIRE HATHAWAY INC. CL B 0.1%
Value ($000) $411,312 Shares 2,850 Est. Cost $133.21 Unrealized +10.5%
ABT ABBOTT LABS. 0.1%
Value ($000) $396,399 Shares 8,556 Est. Cost $28.85 Unrealized +29.7%
BEST BUY CO INC 0.1%
Value ($000) $389,237 Shares 10,300 Est. Cost $38887.57 Unrealized
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $369,132 Shares 3,800 Est. Cost $49.85 Unrealized +49.5%
HCA HOLDINGS, INC. 0.1%
Value ($000) $356,590 Shares 4,740 Est. Cost $75229.96 Unrealized
CVS CVS CAREMARK CORP 0.1%
Value ($000) $334,091 Shares 3,237 Est. Cost $65.29 Unrealized +13.8%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $324,930 Shares 3,000 Est. Cost $65.92 Unrealized +39.3%
HBAN HUNTINGTON BANCSHARES 0.1%
Value ($000) $320,450 Shares 29,000 Est. Cost $5.27 Unrealized +30.1%
CSX CSX CORP 0.1%
Value ($000) $307,155 Shares 9,274 Est. Cost $9.71 Unrealized 0.0%
WHR WHIRLPOOL CORP 0.1%
Value ($000) $303,090 Shares 1,500 Est. Cost $132.29 Unrealized +53.5%
IWM ISHARES TRUST RUSSELL 2000 INDEX FUND 0.1%
Value ($000) $273,614 Shares 2,200 Est. Cost $97000.00 Unrealized
MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $266,705 Shares 7,390 Est. Cost $28530.04 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $256,835 Shares 2,686 Est. Cost $56.00 Unrealized +24.5%
ANADIGICS INC 0.1%
Value ($000) $248,146 Shares 182,460 Est. Cost $2200.00 Unrealized
KO COCA COLA COMPANY 0.0%
Value ($000) $231,135 Shares 5,700 Est. Cost $27.85 Unrealized +6.3%
BOEING CO 0.0%
Value ($000) $231,123 Shares 1,540 Est. Cost $150079.88 Unrealized
ZOETIS INC. 0.0%
Value ($000) $221,266 Shares 4,780 Est. Cost $43029.92 Unrealized
OXY OCCIDENTAL PETROLEUM 0.0%
Value ($000) $220,460 Shares 3,020 Est. Cost $57.83 Unrealized -3.6%
COSTCO WHOLESALE CORP 0.0%
Value ($000) $205,276 Shares 1,355 Est. Cost $151495.20 Unrealized
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $204,780 Shares 2,000 Est. Cost $34.39 Unrealized 0.0%
KRAFT FOOD GROUP INC 0.0%
Value ($000) $204,546 Shares 2,348 Est. Cost $87114.99 Unrealized
ELITE PHARMACEUTICALS 0.0%
Value ($000) $14,700 Shares 60,000 Est. Cost $72.00 Unrealized