SAYBROOK CAPITAL /NC Long-Term Concentrated

CIK: 0001044924 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 13, 2017

Total Value ($000): $203,487 (100.0% shares, 0.0% debt)

Holdings (51)

BRK/B Berkshire Hathaway Inc Cl B 6.9%
Value ($000) $13,958 Shares 76,141 Est. Cost $130.16 Unrealized +35.8%
General Elec Co 6.0%
Value ($000) $12,207 Shares 504,821 Est. Cost $24.97 Unrealized
GOOG Google Inc Cl C 5.4%
Value ($000) $11,035 Shares 11,505 Est. Cost $32.57 Unrealized +41.9%
BRK/A Berkshire Hathaway Inc Cl A 4.7%
Value ($000) $9,616 Shares 35 Est. Cost $172096.69 Unrealized +54.2%
XOM Exxon Mobil Corp 4.7%
Value ($000) $9,539 Shares 116,361 Est. Cost $54.48 Unrealized -0.3%
AAPL Apple Computer 4.4%
Value ($000) $8,861 Shares 57,497 Est. Cost $18.99 Unrealized +90.4%
GOOGL Google Inc. Cl A 4.2%
Value ($000) $8,572 Shares 8,803 Est. Cost $32.69 Unrealized +44.0%
MMM 3M Co 4.2%
Value ($000) $8,501 Shares 40,501 Est. Cost $64.63 Unrealized +100.9%
HON Honeywell International Inc 4.1%
Value ($000) $8,264 Shares 58,305 Est. Cost $57.85 Unrealized +80.4%
FDS Factset Research Sys 4.0%
Value ($000) $8,137 Shares 45,179 Est. Cost $94.43 Unrealized +58.9%
JNJ Johnson & Johnson 3.7%
Value ($000) $7,459 Shares 57,372 Est. Cost $64.30 Unrealized +63.3%
MHK Mohawk Inds Inc Com 3.6%
Value ($000) $7,352 Shares 29,705 Est. Cost $199.22 Unrealized +25.0%
ADP Automatic Data Processing 3.6%
Value ($000) $7,296 Shares 66,742 Est. Cost $47.07 Unrealized +90.3%
DEO Diageo Plc 3.3%
Value ($000) $6,734 Shares 50,963 Est. Cost $115.03 Unrealized
PYPL Paypal Hldgs Inc Com 3.3%
Value ($000) $6,720 Shares 104,955 Est. Cost $37.08 Unrealized +61.2%
NSRGY Nestle Sa 3.3%
Value ($000) $6,707 Shares 79,837 Est. Cost $67.64 Unrealized
V Visa Inc 3.2%
Value ($000) $6,584 Shares 62,558 Est. Cost $58.85 Unrealized +62.6%
NSC Norfolk Southern Corp. 2.9%
Value ($000) $5,917 Shares 44,744 Est. Cost $58.88 Unrealized +74.5%
SLB Schlumberger 2.7%
Value ($000) $5,417 Shares 77,650 Est. Cost $55.69 Unrealized -6.9%
PG Procter And Gamble Co 2.7%
Value ($000) $5,410 Shares 59,467 Est. Cost $58.06 Unrealized +25.8%
MDLZ Mondelez Intl Inc Cl A 2.4%
Value ($000) $4,913 Shares 120,833 Est. Cost $26.76 Unrealized +29.6%
KHC Kraft Heinz Co 2.2%
Value ($000) $4,548 Shares 58,640 Est. Cost $49.32 Unrealized +14.4%
PEP Pepsico Inc. 1.7%
Value ($000) $3,389 Shares 30,418 Est. Cost $62.34 Unrealized +43.4%
BA Boeing Company 1.6%
Value ($000) $3,276 Shares 12,887 Est. Cost $139.61 Unrealized +57.9%
TR Tootsie Roll Inds Inc Com 1.2%
Value ($000) $2,513 Shares 66,137 Est. Cost $27.18 Unrealized +13.5%
UNP Union Pacific 1.0%
Value ($000) $2,099 Shares 18,100 Est. Cost $83.66 Unrealized +6.5%
MA Mastercard 1.0%
Value ($000) $2,080 Shares 14,733 Est. Cost $88.50 Unrealized +42.8%
SHW Sherwin-Williams Company 0.9%
Value ($000) $1,862 Shares 5,200 Est. Cost $95.00 Unrealized +12.1%
Bridgehampton National Bank 0.8%
Value ($000) $1,615 Shares 47,577 Est. Cost $22.49 Unrealized
DE Deere & Company 0.7%
Value ($000) $1,444 Shares 11,500 Est. Cost $68.41 Unrealized +58.7%
PFE Pfizer Inc. 0.7%
Value ($000) $1,342 Shares 37,597 Est. Cost $16.59 Unrealized +34.1%
Dowdupont Inc Com 0.5%
Value ($000) $1,058 Shares 15,280 Est. Cost $69.24 Unrealized
BMY Bristol Myers 0.5%
Value ($000) $971 Shares 15,238 Est. Cost $33.58 Unrealized +28.4%
HKHHF Heineken Holding 0.5%
Value ($000) $916 Shares 9,750 Est. Cost $50.33 Unrealized +61.8%
T AT&T Inc. 0.4%
Value ($000) $836 Shares 21,342 Est. Cost $13.03 Unrealized +19.7%
KO Coca-Cola 0.4%
Value ($000) $760 Shares 16,884 Est. Cost $29.72 Unrealized +17.6%
DIS Disney Walt Co 0.4%
Value ($000) $729 Shares 7,400 Est. Cost $56.67 Unrealized +71.1%
Allergan Plc Shs 0.3%
Value ($000) $669 Shares 3,264 Est. Cost $266.98 Unrealized
VZ Verizon Communications 0.3%
Value ($000) $622 Shares 12,567 Est. Cost $28.98 Unrealized +4.3%
CAT Caterpillar Inc. 0.2%
Value ($000) $499 Shares 4,000 Est. Cost $61.56 Unrealized +56.0%
Laboratory Amer Hldgs Com New 0.2%
Value ($000) $483 Shares 3,200 Est. Cost $100.10 Unrealized
NKE Nike Corp 0.2%
Value ($000) $331 Shares 6,390 Est. Cost $50.95 Unrealized -1.1%
WFC Wells Fargo & Co. 0.1%
Value ($000) $303 Shares 5,500 Est. Cost $29.22 Unrealized +44.2%
WY Weyerhaeuser Co 0.1%
Value ($000) $299 Shares 8,800 Est. Cost $18.68 Unrealized +26.6%
Arconic Inc Com 0.1%
Value ($000) $290 Shares 11,666 Est. Cost $22.63 Unrealized
ALL Allstate Corp 0.1%
Value ($000) $282 Shares 3,063 Est. Cost $41.46 Unrealized +81.3%
CPB Campbell Soups 0.1%
Value ($000) $234 Shares 5,000 Est. Cost $42.63 Unrealized -9.9%
SJM Smucker J M Company 0.1%
Value ($000) $231 Shares 2,203 Est. Cost $70.84 Unrealized +23.6%
BF/B Brown Forman Corp Cl B 0.1%
Value ($000) $217 Shares 4,000 Est. Cost $34.76 Unrealized 0.0%
IBM International Business Machine 0.1%
Value ($000) $202 Shares 1,390 Est. Cost $104.58 Unrealized -7.4%
Triangle Cap Corp Com 0.1%
Value ($000) $188 Shares 13,200 Est. Cost $19.86 Unrealized