SAYBROOK CAPITAL /NC Long-Term Concentrated

Location: Sag Harbor, NY

CIK: 0001044924 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 13, 2017

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

Holdings (51)

BRK/B Berkshire Hathaway Inc Cl B 6.9%
Value $13.96M Shares 76,141 Est. Cost $130.16 Unrealized +35.8%
General Elec Co 6.0%
Value $12.21M Shares 504,821 Est. Cost $24.97 Unrealized
GOOG Google Inc Cl C 5.4%
Value $11.04M Shares 11,505 Est. Cost $32.57 Unrealized +41.9%
BRK/A Berkshire Hathaway Inc Cl A 4.7%
Value $9.616M Shares 35 Est. Cost $172096.69 Unrealized +54.2%
XOM Exxon Mobil Corp 4.7%
Value $9.539M Shares 116,361 Est. Cost $54.48 Unrealized -0.3%
AAPL Apple Computer 4.4%
Value $8.861M Shares 57,497 Est. Cost $18.99 Unrealized +90.4%
GOOGL Google Inc. Cl A 4.2%
Value $8.572M Shares 8,803 Est. Cost $32.69 Unrealized +44.0%
MMM 3M Co 4.2%
Value $8.501M Shares 40,501 Est. Cost $64.63 Unrealized +100.9%
HON Honeywell International Inc 4.1%
Value $8.264M Shares 58,305 Est. Cost $57.85 Unrealized +80.4%
FDS Factset Research Sys 4.0%
Value $8.137M Shares 45,179 Est. Cost $94.43 Unrealized +58.9%
JNJ Johnson & Johnson 3.7%
Value $7.459M Shares 57,372 Est. Cost $64.30 Unrealized +63.3%
MHK Mohawk Inds Inc Com 3.6%
Value $7.352M Shares 29,705 Est. Cost $199.22 Unrealized +25.0%
ADP Automatic Data Processing 3.6%
Value $7.296M Shares 66,742 Est. Cost $47.07 Unrealized +90.3%
DEO Diageo Plc 3.3%
Value $6.734M Shares 50,963 Est. Cost $115.03 Unrealized
PYPL Paypal Hldgs Inc Com 3.3%
Value $6.72M Shares 104,955 Est. Cost $37.08 Unrealized +61.2%
NSRGY Nestle Sa 3.3%
Value $6.707M Shares 79,837 Est. Cost $67.64 Unrealized
V Visa Inc 3.2%
Value $6.584M Shares 62,558 Est. Cost $58.85 Unrealized +62.6%
NSC Norfolk Southern Corp. 2.9%
Value $5.917M Shares 44,744 Est. Cost $58.88 Unrealized +74.5%
SLB Schlumberger 2.7%
Value $5.417M Shares 77,650 Est. Cost $55.69 Unrealized -6.9%
PG Procter And Gamble Co 2.7%
Value $5.41M Shares 59,467 Est. Cost $58.06 Unrealized +25.8%
MDLZ Mondelez Intl Inc Cl A 2.4%
Value $4.913M Shares 120,833 Est. Cost $26.76 Unrealized +29.6%
KHC Kraft Heinz Co 2.2%
Value $4.548M Shares 58,640 Est. Cost $49.32 Unrealized +14.4%
PEP Pepsico Inc. 1.7%
Value $3.389M Shares 30,418 Est. Cost $62.34 Unrealized +43.4%
BA Boeing Company 1.6%
Value $3.276M Shares 12,887 Est. Cost $139.61 Unrealized +57.9%
TR Tootsie Roll Inds Inc Com 1.2%
Value $2.513M Shares 66,137 Est. Cost $27.18 Unrealized +13.5%
UNP Union Pacific 1.0%
Value $2.099M Shares 18,100 Est. Cost $83.66 Unrealized +6.5%
MA Mastercard 1.0%
Value $2.08M Shares 14,733 Est. Cost $88.50 Unrealized +42.8%
SHW Sherwin-Williams Company 0.9%
Value $1.862M Shares 5,200 Est. Cost $95.00 Unrealized +12.1%
Bridgehampton National Bank 0.8%
Value $1.615M Shares 47,577 Est. Cost $22.49 Unrealized
DE Deere & Company 0.7%
Value $1.444M Shares 11,500 Est. Cost $68.41 Unrealized +58.7%
PFE Pfizer Inc. 0.7%
Value $1.342M Shares 37,597 Est. Cost $16.59 Unrealized +34.1%
Dowdupont Inc Com 0.5%
Value $1.058M Shares 15,280 Est. Cost $69.24 Unrealized
BMY Bristol Myers 0.5%
Value $971K Shares 15,238 Est. Cost $33.58 Unrealized +28.4%
HKHHF Heineken Holding 0.5%
Value $916K Shares 9,750 Est. Cost $50.33 Unrealized +61.8%
T AT&T Inc. 0.4%
Value $836K Shares 21,342 Est. Cost $13.03 Unrealized +19.7%
KO Coca-Cola 0.4%
Value $760K Shares 16,884 Est. Cost $29.72 Unrealized +17.6%
DIS Disney Walt Co 0.4%
Value $729K Shares 7,400 Est. Cost $56.67 Unrealized +71.1%
Allergan Plc Shs 0.3%
Value $669K Shares 3,264 Est. Cost $266.98 Unrealized
VZ Verizon Communications 0.3%
Value $622K Shares 12,567 Est. Cost $28.98 Unrealized +4.3%
CAT Caterpillar Inc. 0.2%
Value $499K Shares 4,000 Est. Cost $61.56 Unrealized +56.0%
Laboratory Amer Hldgs Com New 0.2%
Value $483K Shares 3,200 Est. Cost $100.10 Unrealized
NKE Nike Corp 0.2%
Value $331K Shares 6,390 Est. Cost $50.95 Unrealized -1.1%
WFC Wells Fargo & Co. 0.1%
Value $303K Shares 5,500 Est. Cost $29.22 Unrealized +44.2%
WY Weyerhaeuser Co 0.1%
Value $299K Shares 8,800 Est. Cost $18.68 Unrealized +26.6%
Arconic Inc Com 0.1%
Value $290K Shares 11,666 Est. Cost $22.63 Unrealized
ALL Allstate Corp 0.1%
Value $282K Shares 3,063 Est. Cost $41.46 Unrealized +81.3%
CPB Campbell Soups 0.1%
Value $234K Shares 5,000 Est. Cost $42.63 Unrealized -9.9%
SJM Smucker J M Company 0.1%
Value $231K Shares 2,203 Est. Cost $70.84 Unrealized +23.6%
BF/B Brown Forman Corp Cl B 0.1%
Value $217K Shares 4,000 Est. Cost $34.76 Unrealized 0.0%
IBM International Business Machine 0.1%
Value $202K Shares 1,390 Est. Cost $104.58 Unrealized -7.4%
Triangle Cap Corp Com 0.1%
Value $188K Shares 13,200 Est. Cost $19.86 Unrealized