SAYBROOK CAPITAL /NC Long-Term Concentrated

Location: Sag Harbor, NY

CIK: 0001044924 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 14, 2018

Total Value: $216M (100.0% shares, 0.0% debt)

Holdings (52)

BRK/B Berkshire Hathaway Inc Cl B 7.4%
Value $16.06M Shares 81,011 Est. Cost $133.75 Unrealized +42.0%
GOOG Google Inc Cl C 5.7%
Value $12.35M Shares 11,805 Est. Cost $33.03 Unrealized +53.0%
BRK/A Berkshire Hathaway Inc Cl A 5.0%
Value $10.71M Shares 36 Est. Cost $175227.31 Unrealized +62.5%
AAPL Apple Computer 4.6%
Value $10.04M Shares 59,307 Est. Cost $19.60 Unrealized +99.4%
XOM Exxon Mobil Corp 4.6%
Value $9.879M Shares 118,111 Est. Cost $54.51 Unrealized +4.8%
MMM 3M Co 4.4%
Value $9.603M Shares 40,801 Est. Cost $64.63 Unrealized +124.3%
GOOGL Google Inc. Cl A 4.4%
Value $9.542M Shares 9,058 Est. Cost $33.21 Unrealized +54.3%
FDS Factset Research Sys 4.3%
Value $9.335M Shares 48,429 Est. Cost $99.96 Unrealized +77.0%
HON Honeywell International Inc 4.2%
Value $9.116M Shares 59,445 Est. Cost $58.91 Unrealized +92.4%
MHK Mohawk Inds Inc Com 3.9%
Value $8.416M Shares 30,505 Est. Cost $201.03 Unrealized +33.5%
JNJ Johnson & Johnson 3.8%
Value $8.311M Shares 59,482 Est. Cost $65.95 Unrealized +68.3%
ADP Automatic Data Processing 3.7%
Value $8.082M Shares 68,962 Est. Cost $48.65 Unrealized +97.7%
PYPL Paypal Hldgs Inc Com 3.7%
Value $7.972M Shares 108,280 Est. Cost $38.15 Unrealized +89.1%
V Visa Inc 3.6%
Value $7.866M Shares 68,990 Est. Cost $63.10 Unrealized +65.4%
DEO Diageo Plc 3.5%
Value $7.592M Shares 51,988 Est. Cost $115.64 Unrealized
NSRGY Nestle Sa 3.2%
Value $6.94M Shares 80,725 Est. Cost $67.84 Unrealized
NSC Norfolk Southern Corp. 3.1%
Value $6.678M Shares 46,089 Est. Cost $60.48 Unrealized +88.5%
SLB Schlumberger 2.8%
Value $6.122M Shares 90,840 Est. Cost $55.04 Unrealized -6.9%
PG Procter And Gamble Co 2.6%
Value $5.565M Shares 60,567 Est. Cost $58.33 Unrealized +24.6%
MDLZ Mondelez Intl Inc Cl A 2.6%
Value $5.554M Shares 129,768 Est. Cost $27.29 Unrealized +26.3%
KHC Kraft Heinz Co 2.4%
Value $5.119M Shares 65,836 Est. Cost $49.76 Unrealized +7.3%
BA Boeing Company 1.7%
Value $3.759M Shares 12,747 Est. Cost $139.61 Unrealized +84.4%
PEP Pepsico Inc. 1.7%
Value $3.699M Shares 30,848 Est. Cost $62.71 Unrealized +41.9%
SHW Sherwin-Williams Company 1.2%
Value $2.542M Shares 6,200 Est. Cost $99.41 Unrealized +23.0%
MA Mastercard 1.2%
Value $2.502M Shares 16,533 Est. Cost $94.35 Unrealized +50.7%
TR Tootsie Roll Inds Inc Com 1.1%
Value $2.484M Shares 68,247 Est. Cost $27.28 Unrealized +12.1%
UNP Union Pacific 1.1%
Value $2.427M Shares 18,100 Est. Cost $83.66 Unrealized +20.5%
DE Deere & Company 0.8%
Value $1.8M Shares 11,500 Est. Cost $68.41 Unrealized +80.9%
General Elec Co 0.8%
Value $1.75M Shares 100,309 Est. Cost $24.97 Unrealized
Bridgehampton National Bank 0.8%
Value $1.67M Shares 47,727 Est. Cost $22.49 Unrealized
VZ Verizon Communications 0.8%
Value $1.631M Shares 30,817 Est. Cost $30.74 Unrealized +3.9%
PFE Pfizer Inc. 0.6%
Value $1.362M Shares 37,597 Est. Cost $16.59 Unrealized +43.4%
HKHHF Heineken Holding 0.5%
Value $1.09M Shares 11,000 Est. Cost $53.80 Unrealized +50.3%
Dowdupont Inc Com 0.5%
Value $1.061M Shares 14,896 Est. Cost $69.24 Unrealized
BMY Bristol Myers 0.4%
Value $934K Shares 15,238 Est. Cost $33.58 Unrealized +38.4%
T AT&T Inc. 0.4%
Value $830K Shares 21,342 Est. Cost $13.03 Unrealized +17.0%
KO Coca-Cola 0.4%
Value $798K Shares 17,383 Est. Cost $29.89 Unrealized +19.2%
DIS Disney Walt Co 0.4%
Value $796K Shares 7,400 Est. Cost $56.67 Unrealized +71.7%
CAT Caterpillar Inc. 0.3%
Value $630K Shares 4,000 Est. Cost $61.56 Unrealized +88.9%
Laboratory Amer Hldgs Com New 0.2%
Value $510K Shares 3,200 Est. Cost $100.10 Unrealized
NKE Nike Corp 0.2%
Value $365K Shares 5,828 Est. Cost $50.95 Unrealized +1.6%
AXP American Express 0.2%
Value $348K Shares 3,500 Est. Cost $85.24 Unrealized 0.0%
Arconic Inc Com 0.2%
Value $343K Shares 12,583 Est. Cost $22.97 Unrealized
WFC Wells Fargo & Co. 0.2%
Value $334K Shares 5,500 Est. Cost $29.22 Unrealized +54.3%
WY Weyerhaeuser Co 0.1%
Value $310K Shares 8,800 Est. Cost $18.68 Unrealized +37.8%
BF/B Brown Forman Corp Cl B 0.1%
Value $275K Shares 4,000 Est. Cost $34.76 Unrealized +17.9%
SJM Smucker J M Company 0.1%
Value $274K Shares 2,203 Est. Cost $70.84 Unrealized +21.1%
ALL Allstate Corp 0.1%
Value $265K Shares 2,533 Est. Cost $41.46 Unrealized +97.2%
CPB Campbell Soups 0.1%
Value $241K Shares 5,000 Est. Cost $42.63 Unrealized -14.9%
AA Alcoa Inc 0.1%
Value $226K Shares 4,191 Est. Cost $43.68 Unrealized 0.0%
Triangle Cap Corp Com 0.1%
Value $125K Shares 13,200 Est. Cost $19.86 Unrealized
OLNK Onelink Corporation 0.0%
Value $0 Shares 10,000 Est. Cost $0.00 Unrealized 0.0%