FISHMAN JAY A LTD/MI Diversified Active

CIK: 0001006407 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Aug 5, 2015

Total Value ($000): $481,134,027 (100.0% shares, 0.0% debt)

Holdings (96)

AAPL APPLE INC. 13.0%
Value ($000) $62,624,828 Shares 499,301 Est. Cost $17.85 Unrealized +59.9%
VALEANT PHARMACEUTICAL INT'L 6.2%
Value ($000) $29,619,259 Shares 133,330 Est. Cost $104586.96 Unrealized
TWI TITAN INTERNATIONAL INC 5.3%
Value ($000) $25,385,193 Shares 2,363,612 Est. Cost $19.01 Unrealized -45.5%
JPM JPMORGAN CHASE & CO 4.5%
Value ($000) $21,531,621 Shares 317,763 Est. Cost $36.61 Unrealized +34.2%
PFE PFIZER INC 4.5%
Value ($000) $21,435,058 Shares 639,280 Est. Cost $16.46 Unrealized +26.2%
GILD GILEAD SCIENCES INC 4.2%
Value ($000) $20,061,073 Shares 171,345 Est. Cost $50.81 Unrealized +49.5%
JNJ JOHNSON & JOHNSON 3.7%
Value ($000) $18,009,327 Shares 184,787 Est. Cost $59.66 Unrealized +24.9%
THE BLACKSTONE GROUP L.P. 3.1%
Value ($000) $14,699,917 Shares 359,675 Est. Cost $24488.94 Unrealized
FACEBOOK INC 2.9%
Value ($000) $13,754,562 Shares 160,375 Est. Cost $62570.66 Unrealized
ORCL ORACLE CORP 2.8%
Value ($000) $13,693,134 Shares 339,780 Est. Cost $27.58 Unrealized +34.1%
GOOGLE INC CL A 2.8%
Value ($000) $13,287,684 Shares 24,605 Est. Cost $575372.56 Unrealized
SBUX STARBUCKS CORP 2.7%
Value ($000) $12,962,391 Shares 241,768 Est. Cost $32.92 Unrealized +24.3%
IEP ICAHN ENTERPRISES LP 2.6%
Value ($000) $12,446,460 Shares 143,525 Est. Cost $87790.07 Unrealized
ALLERGAN PLC 2.3%
Value ($000) $11,132,430 Shares 36,685 Est. Cost $303460.00 Unrealized
VISA INC CLASS A 2.2%
Value ($000) $10,797,451 Shares 160,796 Est. Cost $96202.98 Unrealized
HANESBRANDS INC 2.1%
Value ($000) $10,027,154 Shares 300,935 Est. Cost $44330.44 Unrealized
COP CONOCOPHILLIPS 2.0%
Value ($000) $9,628,167 Shares 156,785 Est. Cost $40.28 Unrealized +15.2%
UNITED TECHNOLOGIES CORP 2.0%
Value ($000) $9,567,712 Shares 86,250 Est. Cost $92940.00 Unrealized
AMGN AMGEN INC. 2.0%
Value ($000) $9,392,047 Shares 61,178 Est. Cost $104.79 Unrealized +12.2%
RL RALPH LAUREN CORP 1.8%
Value ($000) $8,754,952 Shares 66,145 Est. Cost $134.42 Unrealized -18.8%
NOBLE ENERGY INC 1.7%
Value ($000) $8,398,997 Shares 196,790 Est. Cost $56712.04 Unrealized
CMCSA COMCAST CORP NEW CL A 1.7%
Value ($000) $8,339,854 Shares 138,674 Est. Cost $18.34 Unrealized +25.3%
XPO XPO LOGISTICS 1.5%
Value ($000) $7,136,181 Shares 157,950 Est. Cost $9.12 Unrealized +77.8%
DIAGEO PLC SPONSORED ADR 1.5%
Value ($000) $6,987,929 Shares 60,220 Est. Cost $114950.00 Unrealized
MERCK & CO INC 1.2%
Value ($000) $5,772,550 Shares 101,397 Est. Cost $46562.94 Unrealized
CHECK POINT SOFTWARE TECH 1.2%
Value ($000) $5,595,945 Shares 70,345 Est. Cost $75086.21 Unrealized
H&E EQUIPMENT SERVICES 1.1%
Value ($000) $5,376,863 Shares 269,247 Est. Cost $24265.56 Unrealized
SYK STRYKER CORPORATION 1.1%
Value ($000) $5,256,350 Shares 55,000 Est. Cost $59.64 Unrealized +40.5%
DE DEERE & CO 0.8%
Value ($000) $3,858,805 Shares 39,761 Est. Cost $68.04 Unrealized +10.8%
CELGENE CORP 0.8%
Value ($000) $3,784,534 Shares 32,700 Est. Cost $115428.18 Unrealized
GOOGLE INC CL C 0.8%
Value ($000) $3,683,130 Shares 7,076 Est. Cost $1095275.50 Unrealized
NKE NIKE INC CL B 0.8%
Value ($000) $3,653,452 Shares 33,822 Est. Cost $26.53 Unrealized +68.9%
LUV SOUTHWEST AIRLINE CO. 0.7%
Value ($000) $3,385,107 Shares 102,300 Est. Cost $35.44 Unrealized -2.4%
LEN LENNAR CORP 0.6%
Value ($000) $2,897,796 Shares 56,775 Est. Cost $33.89 Unrealized +23.2%
TALMER BANCORP INC 0.6%
Value ($000) $2,686,616 Shares 160,395 Est. Cost $14204.94 Unrealized
CMG CHIPOTLE MEXICAN GRILL 0.5%
Value ($000) $2,643,806 Shares 4,370 Est. Cost $12.65 Unrealized 0.0%
KYTHERA BIOPHARMACEUTICALS 0.5%
Value ($000) $2,598,195 Shares 34,500 Est. Cost $34589.51 Unrealized
CSCO CISCO SYSTEMS INC. 0.5%
Value ($000) $2,478,951 Shares 90,275 Est. Cost $15.24 Unrealized +35.4%
BAC BANK OF AMERICA CORP 0.5%
Value ($000) $2,183,666 Shares 128,300 Est. Cost $10.34 Unrealized +27.0%
MONSANTO CO 0.4%
Value ($000) $2,144,591 Shares 20,120 Est. Cost $98800.02 Unrealized
TXT TEXTRON INC 0.4%
Value ($000) $2,062,017 Shares 46,202 Est. Cost $26.50 Unrealized +68.8%
PG PROCTER & GAMBLE CO 0.4%
Value ($000) $1,990,817 Shares 25,445 Est. Cost $55.04 Unrealized +8.9%
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $1,926,984 Shares 13,600 Est. Cost $56.44 Unrealized +95.4%
HD HOME DEPOT INC. 0.4%
Value ($000) $1,813,753 Shares 16,321 Est. Cost $56.05 Unrealized +55.4%
M MACY'S INC 0.4%
Value ($000) $1,787,955 Shares 26,500 Est. Cost $46.53 Unrealized +45.2%
GENERAL ELECTRIC CO 0.3%
Value ($000) $1,611,470 Shares 60,650 Est. Cost $24447.77 Unrealized
BWA BORGWARNER INC 0.3%
Value ($000) $1,425,831 Shares 25,085 Est. Cost $43.25 Unrealized +5.0%
ECL ECOLAB INC 0.3%
Value ($000) $1,345,533 Shares 11,900 Est. Cost $73.48 Unrealized +39.1%
CITIGROUP INC 0.3%
Value ($000) $1,341,669 Shares 24,288 Est. Cost $47969.99 Unrealized
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $1,340,082 Shares 15,548 Est. Cost $52.90 Unrealized +26.2%
INTC INTEL CORP 0.3%
Value ($000) $1,320,923 Shares 43,430 Est. Cost $17.18 Unrealized +46.1%
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $1,314,243 Shares 20,700 Est. Cost $57300.00 Unrealized
ALIBABA GROUP HOLDING 0.2%
Value ($000) $1,155,893 Shares 14,050 Est. Cost $83226.20 Unrealized
FIRST TRUST NYSE ARCA BIOTECH 0.2%
Value ($000) $1,147,185 Shares 9,250 Est. Cost $118918.48 Unrealized
CVS CVS CAREMARK CORP 0.2%
Value ($000) $1,132,389 Shares 10,797 Est. Cost $72.26 Unrealized +4.1%
LKQ LKQ CORP 0.2%
Value ($000) $1,119,065 Shares 37,000 Est. Cost $21.42 Unrealized +16.5%
SU SUNCOR ENERGY INC. NEW 0.2%
Value ($000) $1,048,512 Shares 38,100 Est. Cost $19.99 Unrealized +3.7%
F FORD MOTOR COMPANY 0.2%
Value ($000) $967,590 Shares 64,463 Est. Cost $7.61 Unrealized +15.1%
CVX CHEVRON CORPORATION 0.2%
Value ($000) $895,917 Shares 9,287 Est. Cost $71.30 Unrealized -6.8%
MEDTRONIC INC 0.2%
Value ($000) $816,286 Shares 11,016 Est. Cost $77990.02 Unrealized
TEX TEREX CORP 0.2%
Value ($000) $805,984 Shares 34,666 Est. Cost $31.27 Unrealized -15.6%
CBOE CBOE HOLDINGS INC 0.2%
Value ($000) $772,951 Shares 13,508 Est. Cost $33.33 Unrealized +50.7%
DAL DELTA AIRLINES 0.2%
Value ($000) $759,980 Shares 18,500 Est. Cost $37.24 Unrealized +3.1%
GM GENERAL MOTORS CORP 0.2%
Value ($000) $747,792 Shares 22,436 Est. Cost $27.29 Unrealized +2.0%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $730,323 Shares 7,450 Est. Cost $14.16 Unrealized +36.2%
ALTRIA GROUP INC 0.1%
Value ($000) $686,403 Shares 14,034 Est. Cost $35216.02 Unrealized
EEM ISHARES MSCI EMERGING MKTS ETF 0.1%
Value ($000) $681,464 Shares 17,200 Est. Cost $38500.00 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $628,630 Shares 9,356 Est. Cost $27.06 Unrealized +56.5%
PM PHILIP MORRIS INT'L 0.1%
Value ($000) $611,457 Shares 7,627 Est. Cost $49.85 Unrealized -3.1%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $599,456 Shares 7,205 Est. Cost $53.69 Unrealized +1.1%
MMM 3M COMPANY 0.1%
Value ($000) $570,756 Shares 3,699 Est. Cost $61.26 Unrealized +54.8%
VFC VF CORP 0.1%
Value ($000) $556,525 Shares 7,980 Est. Cost $60.12 Unrealized +12.5%
CAT CATERPILLAR INC 0.1%
Value ($000) $521,728 Shares 6,151 Est. Cost $61.88 Unrealized +6.4%
HCA HOLDINGS, INC. 0.1%
Value ($000) $479,909 Shares 5,290 Est. Cost $76840.46 Unrealized
WISCONSIN ENERGY CORP 0.1%
Value ($000) $476,907 Shares 10,605 Est. Cost $40990.00 Unrealized
AXP AMERICAN EXPRESS COMPANY 0.1%
Value ($000) $466,320 Shares 6,000 Est. Cost $64.21 Unrealized +6.0%
RAYTHEON CO 0.1%
Value ($000) $443,190 Shares 4,632 Est. Cost $67036.06 Unrealized
MCO MOODY'S CORPORATION 0.1%
Value ($000) $434,539 Shares 4,025 Est. Cost $53.10 Unrealized +82.2%
ABT ABBOTT LABS. 0.1%
Value ($000) $419,928 Shares 8,556 Est. Cost $28.85 Unrealized +36.4%
BRK/A BERKSHIRE HATHAWAY INC. CLASS A 0.1%
Value ($000) $409,700 Shares 2 Est. Cost $165023.42 Unrealized +30.0%
BRK/B BERKSHIRE HATHAWAY INC. CL B 0.1%
Value ($000) $367,497 Shares 2,700 Est. Cost $133.21 Unrealized +7.1%
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $348,802 Shares 3,800 Est. Cost $49.85 Unrealized +48.4%
HBAN HUNTINGTON BANCSHARES 0.1%
Value ($000) $327,990 Shares 29,000 Est. Cost $5.27 Unrealized +38.6%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $304,025 Shares 7,390 Est. Cost $30.85 Unrealized 0.0%
CSX CSX CORP 0.1%
Value ($000) $302,796 Shares 9,274 Est. Cost $9.71 Unrealized +1.3%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $286,110 Shares 3,000 Est. Cost $65.92 Unrealized +24.4%
BEST BUY CO INC 0.1%
Value ($000) $270,663 Shares 8,300 Est. Cost $38887.57 Unrealized
WHR WHIRLPOOL CORP 0.1%
Value ($000) $259,575 Shares 1,500 Est. Cost $132.29 Unrealized +42.0%
PEP PEPSICO INC 0.1%
Value ($000) $250,711 Shares 2,686 Est. Cost $56.00 Unrealized +23.8%
GOLD TRUST ETF SPRD 0.1%
Value ($000) $247,214 Shares 2,200 Est. Cost $112370.00 Unrealized
OXY OCCIDENTAL PETROLEUM 0.0%
Value ($000) $234,865 Shares 3,020 Est. Cost $57.83 Unrealized -1.7%
ZOETIS INC. 0.0%
Value ($000) $230,492 Shares 4,780 Est. Cost $43029.92 Unrealized
BOEING CO 0.0%
Value ($000) $220,565 Shares 1,590 Est. Cost $149722.64 Unrealized
KO COCA COLA COMPANY 0.0%
Value ($000) $219,688 Shares 5,600 Est. Cost $27.85 Unrealized +4.2%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $209,240 Shares 4,000 Est. Cost $35.50 Unrealized +3.1%
ELITE PHARMACEUTICALS 0.0%
Value ($000) $12,000 Shares 60,000 Est. Cost $72.00 Unrealized