SAYBROOK CAPITAL /NC Long-Term Concentrated

CIK: 0001044924 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 14, 2017

Total Value ($000): $199,151 (100.0% shares, 0.0% debt)

Holdings (50)

General Elec Co 6.8%
Value ($000) $13,541 Shares 501,321 Est. Cost $24.97 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 6.4%
Value ($000) $12,693 Shares 74,941 Est. Cost $129.41 Unrealized +28.5%
GOOG Google Inc Cl C 5.1%
Value ($000) $10,182 Shares 11,205 Est. Cost $32.21 Unrealized +41.1%
XOM Exxon Mobil Corp 4.7%
Value ($000) $9,394 Shares 116,361 Est. Cost $54.48 Unrealized +1.8%
BRK/A Berkshire Hathaway Inc Cl A 4.5%
Value ($000) $8,915 Shares 35 Est. Cost $172096.69 Unrealized +45.1%
MMM 3M Co 4.3%
Value ($000) $8,494 Shares 40,801 Est. Cost $64.63 Unrealized +92.9%
AAPL Apple Computer 4.1%
Value ($000) $8,238 Shares 57,197 Est. Cost $18.99 Unrealized +80.7%
GOOGL Google Inc. Cl A 4.1%
Value ($000) $8,184 Shares 8,803 Est. Cost $32.69 Unrealized +42.0%
NSRGY Nestle Sa 3.9%
Value ($000) $7,706 Shares 88,366 Est. Cost $67.64 Unrealized
HON Honeywell International Inc 3.9%
Value ($000) $7,678 Shares 57,605 Est. Cost $57.28 Unrealized +72.4%
FDS Factset Research Sys 3.7%
Value ($000) $7,330 Shares 44,109 Est. Cost $93.08 Unrealized +60.9%
JNJ Johnson & Johnson 3.7%
Value ($000) $7,325 Shares 55,372 Est. Cost $62.83 Unrealized +59.8%
MHK Mohawk Inds Inc Com 3.6%
Value ($000) $7,179 Shares 29,705 Est. Cost $199.22 Unrealized +18.4%
ADP Automatic Data Processing 3.6%
Value ($000) $7,107 Shares 69,367 Est. Cost $47.07 Unrealized +78.9%
DEO Diageo Plc 3.1%
Value ($000) $6,245 Shares 52,113 Est. Cost $115.03 Unrealized
V Visa Inc 2.9%
Value ($000) $5,810 Shares 61,958 Est. Cost $58.85 Unrealized +48.6%
PYPL Paypal Hldgs Inc Com 2.9%
Value ($000) $5,794 Shares 107,955 Est. Cost $37.08 Unrealized +32.2%
NSC Norfolk Southern Corp. 2.8%
Value ($000) $5,573 Shares 45,794 Est. Cost $58.88 Unrealized +67.7%
SLB Schlumberger 2.6%
Value ($000) $5,257 Shares 79,850 Est. Cost $55.69 Unrealized +0.2%
PG Procter And Gamble Co 2.6%
Value ($000) $5,229 Shares 59,997 Est. Cost $58.06 Unrealized +20.8%
MDLZ Mondelez Intl Inc Cl A 2.4%
Value ($000) $4,839 Shares 112,033 Est. Cost $26.14 Unrealized +40.3%
KHC Kraft Heinz Co 2.4%
Value ($000) $4,838 Shares 56,490 Est. Cost $49.05 Unrealized +23.8%
Allergan Plc Shs 2.3%
Value ($000) $4,566 Shares 18,784 Est. Cost $266.98 Unrealized
PEP Pepsico Inc. 1.8%
Value ($000) $3,513 Shares 30,418 Est. Cost $62.34 Unrealized +41.4%
BA Boeing Company 1.3%
Value ($000) $2,548 Shares 12,887 Est. Cost $139.61 Unrealized +25.3%
TR Tootsie Roll Inds Inc Com 1.2%
Value ($000) $2,305 Shares 66,137 Est. Cost $27.18 Unrealized +11.8%
SHW Sherwin-Williams Company 0.9%
Value ($000) $1,825 Shares 5,200 Est. Cost $95.00 Unrealized +8.9%
MA Mastercard 0.9%
Value ($000) $1,789 Shares 14,733 Est. Cost $88.50 Unrealized +27.7%
Bridgehampton National Bank 0.8%
Value ($000) $1,584 Shares 47,577 Est. Cost $22.49 Unrealized
UNP Union Pacific 0.8%
Value ($000) $1,536 Shares 14,100 Est. Cost $82.11 Unrealized +9.7%
DE Deere & Company 0.7%
Value ($000) $1,421 Shares 11,500 Est. Cost $68.41 Unrealized +50.2%
PFE Pfizer Inc. 0.6%
Value ($000) $1,268 Shares 37,744 Est. Cost $16.59 Unrealized +30.2%
Ei Dupont De Nemours & Co 0.5%
Value ($000) $1,035 Shares 12,820 Est. Cost $54.49 Unrealized
HKHHF Heineken Holding 0.4%
Value ($000) $892 Shares 9,750 Est. Cost $50.33 Unrealized +47.8%
BMY Bristol Myers 0.4%
Value ($000) $849 Shares 15,238 Est. Cost $33.58 Unrealized +18.8%
DIS Disney Walt Co 0.4%
Value ($000) $843 Shares 7,938 Est. Cost $56.67 Unrealized +80.8%
T AT&T Inc. 0.4%
Value ($000) $805 Shares 21,342 Est. Cost $13.03 Unrealized +22.2%
KO Coca-Cola 0.4%
Value ($000) $757 Shares 16,884 Est. Cost $29.72 Unrealized +13.3%
VZ Verizon Communications 0.3%
Value ($000) $561 Shares 12,567 Est. Cost $28.98 Unrealized +1.9%
Laboratory Amer Hldgs Com New 0.2%
Value ($000) $493 Shares 3,200 Est. Cost $100.10 Unrealized
CAT Caterpillar Inc. 0.2%
Value ($000) $430 Shares 4,000 Est. Cost $61.56 Unrealized +36.5%
NKE Nike Corp 0.2%
Value ($000) $377 Shares 6,390 Est. Cost $50.95 Unrealized -5.3%
ALL Allstate Corp 0.2%
Value ($000) $309 Shares 3,497 Est. Cost $41.46 Unrealized +68.3%
WFC Wells Fargo & Co. 0.2%
Value ($000) $305 Shares 5,500 Est. Cost $29.22 Unrealized +44.3%
WY Weyerhaeuser Co 0.1%
Value ($000) $295 Shares 8,800 Est. Cost $18.68 Unrealized +28.6%
IBM International Business Machine 0.1%
Value ($000) $275 Shares 1,790 Est. Cost $104.58 Unrealized -0.8%
Arconic Inc Com 0.1%
Value ($000) $264 Shares 11,666 Est. Cost $22.63 Unrealized
CPB Campbell Soups 0.1%
Value ($000) $261 Shares 5,000 Est. Cost $42.63 Unrealized 0.0%
SJM Smucker J M Company 0.1%
Value ($000) $261 Shares 2,203 Est. Cost $70.84 Unrealized +35.9%
Triangle Cap Corp Com 0.1%
Value ($000) $233 Shares 13,200 Est. Cost $19.86 Unrealized