SAYBROOK CAPITAL /NC Long-Term Concentrated

CIK: 0001044924 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Nov 13, 2015

Total Value ($000): $149,054 (100.0% shares, 0.0% debt)

Holdings (52)

General Elec Co 6.3%
Value ($000) $9,421 Shares 373,565 Est. Cost $23.28 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 4.8%
Value ($000) $7,110 Shares 54,526 Est. Cost $113.72 Unrealized +20.5%
PRGO Perrigo Company 4.6%
Value ($000) $6,892 Shares 43,820 Est. Cost $159.43 Unrealized +15.1%
BRK/A Berkshire Hathaway Inc Cl A 4.6%
Value ($000) $6,833 Shares 35 Est. Cost $172096.69 Unrealized +19.7%
FDS Factset Research Sys 4.5%
Value ($000) $6,723 Shares 42,069 Est. Cost $85.37 Unrealized +72.0%
NSRGY Nestle Sa 4.2%
Value ($000) $6,299 Shares 84,028 Est. Cost $66.62 Unrealized
XOM Exxon Mobil Corp 4.2%
Value ($000) $6,253 Shares 84,100 Est. Cost $53.88 Unrealized -8.9%
AAPL Apple Computer 4.1%
Value ($000) $6,047 Shares 54,821 Est. Cost $18.14 Unrealized +44.9%
GOOG Google Inc Cl C 4.1%
Value ($000) $6,039 Shares 9,925 Est. Cost $30.50 Unrealized 0.0%
MMM 3M Co 3.8%
Value ($000) $5,730 Shares 40,416 Est. Cost $61.26 Unrealized +42.8%
GOOGL Google Inc. Cl A 3.8%
Value ($000) $5,640 Shares 8,835 Est. Cost $31.95 Unrealized 0.0%
ADP Automatic Data Processing 3.7%
Value ($000) $5,589 Shares 69,545 Est. Cost $45.09 Unrealized +41.7%
HON Honeywell International Inc 3.7%
Value ($000) $5,564 Shares 58,760 Est. Cost $55.51 Unrealized +32.1%
DEO Diageo Plc 3.5%
Value ($000) $5,190 Shares 48,153 Est. Cost $115.07 Unrealized
JNJ Johnson & Johnson 3.3%
Value ($000) $4,895 Shares 52,432 Est. Cost $59.91 Unrealized +21.0%
Allergan Plc Shs 3.3%
Value ($000) $4,875 Shares 17,937 Est. Cost $302.61 Unrealized
PG Procter And Gamble Co 3.2%
Value ($000) $4,811 Shares 66,875 Est. Cost $55.21 Unrealized +2.0%
V Visa Inc 2.9%
Value ($000) $4,397 Shares 63,120 Est. Cost $57.67 Unrealized +15.1%
MDLZ Mondelez Intl Inc Cl A 2.8%
Value ($000) $4,194 Shares 100,165 Est. Cost $24.19 Unrealized +40.7%
SLB Schlumberger 2.8%
Value ($000) $4,173 Shares 60,510 Est. Cost $53.93 Unrealized +9.2%
NSC Norfolk Southern Corp. 2.6%
Value ($000) $3,823 Shares 50,039 Est. Cost $58.38 Unrealized +11.5%
KHC Kraft Heinz Co 2.5%
Value ($000) $3,783 Shares 53,592 Est. Cost $47.82 Unrealized 0.0%
PYPL Paypal Hldgs Inc Com 1.6%
Value ($000) $2,426 Shares 78,150 Est. Cost $35.85 Unrealized 0.0%
PEP Pepsico Inc. 1.6%
Value ($000) $2,396 Shares 25,405 Est. Cost $56.09 Unrealized +23.9%
EMR Emerson Elec Co 1.6%
Value ($000) $2,312 Shares 52,334 Est. Cost $40.02 Unrealized -6.7%
EBAY Ebay Inc Com 1.0%
Value ($000) $1,560 Shares 63,850 Est. Cost $20.29 Unrealized +17.9%
DE Deere & Company 1.0%
Value ($000) $1,487 Shares 20,100 Est. Cost $68.41 Unrealized +7.2%
TR Tootsie Roll Inds Inc Com 0.9%
Value ($000) $1,353 Shares 43,250 Est. Cost $25.14 Unrealized 0.0%
Bridgehampton National Bank 0.9%
Value ($000) $1,324 Shares 49,577 Est. Cost $22.49 Unrealized
PFE Pfizer Inc. 0.8%
Value ($000) $1,164 Shares 37,062 Est. Cost $16.47 Unrealized +25.1%
CAT Caterpillar Inc. 0.6%
Value ($000) $838 Shares 12,825 Est. Cost $61.56 Unrealized -4.0%
DIS Disney Walt Co 0.5%
Value ($000) $818 Shares 8,000 Est. Cost $56.11 Unrealized +77.7%
Southwestern Energy Co. 0.5%
Value ($000) $800 Shares 63,025 Est. Cost $35.96 Unrealized
IBM International Business Machine 0.5%
Value ($000) $770 Shares 5,314 Est. Cost $118.40 Unrealized -19.5%
MA Mastercard 0.5%
Value ($000) $707 Shares 7,850 Est. Cost $82.24 Unrealized +7.4%
HKHHF Heineken Holding 0.4%
Value ($000) $648 Shares 9,125 Est. Cost $48.68 Unrealized +19.9%
Ei Dupont De Nemours & Co 0.4%
Value ($000) $608 Shares 12,620 Est. Cost $52.54 Unrealized
Precision Castparts Cp Com 0.4%
Value ($000) $534 Shares 2,325 Est. Cost $229.68 Unrealized
BMY Bristol Myers 0.3%
Value ($000) $521 Shares 8,800 Est. Cost $28.67 Unrealized +55.4%
KO Coca-Cola 0.3%
Value ($000) $479 Shares 11,928 Est. Cost $27.97 Unrealized +3.1%
T AT&T Inc. 0.3%
Value ($000) $438 Shares 13,445 Est. Cost $11.40 Unrealized +7.6%
WFC Wells Fargo & Co. 0.3%
Value ($000) $406 Shares 7,903 Est. Cost $28.97 Unrealized +41.8%
Plum Creek Timber Co. 0.3%
Value ($000) $395 Shares 10,000 Est. Cost $46.70 Unrealized
VZ Verizon Communications 0.3%
Value ($000) $390 Shares 8,958 Est. Cost $27.12 Unrealized -0.4%
ALL Allstate Corp 0.3%
Value ($000) $381 Shares 6,539 Est. Cost $39.95 Unrealized +24.6%
UNP Union Pacific 0.2%
Value ($000) $362 Shares 4,100 Est. Cost $67.66 Unrealized +6.7%
NKE Nike Corp 0.2%
Value ($000) $357 Shares 2,907 Est. Cost $44.79 Unrealized +10.7%
Laboratory Amer Hldgs Com New 0.2%
Value ($000) $347 Shares 3,200 Est. Cost $100.10 Unrealized
CVX Chevron Corporation 0.2%
Value ($000) $302 Shares 3,824 Est. Cost $71.30 Unrealized -24.5%
Triangle Cap Corp Com 0.2%
Value ($000) $283 Shares 17,200 Est. Cost $19.86 Unrealized
SJM Smucker J M Company 0.2%
Value ($000) $251 Shares 2,200 Est. Cost $70.84 Unrealized +15.4%
BYDDY Byd Co Ltd Adr 0.1%
Value ($000) $116 Shares 11,000 Est. Cost $6.61 Unrealized