SAYBROOK CAPITAL /NC Long-Term Concentrated

Location: Sag Harbor, NY

CIK: 0001044924 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 14, 2018

Total Value: $212M (100.0% shares, 0.0% debt)

Holdings (51)

BRK/B Berkshire Hathaway Inc Cl B 8.3%
Value $17.55M Shares 87,986 Est. Cost $139.42 Unrealized +47.3%
GOOG Google Inc Cl C 5.7%
Value $11.96M Shares 11,594 Est. Cost $33.03 Unrealized +65.9%
MMM 3M Co 5.1%
Value $10.79M Shares 49,136 Est. Cost $79.14 Unrealized +89.7%
BRK/A Berkshire Hathaway Inc Cl A 5.1%
Value $10.77M Shares 36 Est. Cost $175227.31 Unrealized +75.9%
AAPL Apple Computer 4.7%
Value $9.907M Shares 59,048 Est. Cost $19.60 Unrealized +106.2%
FDS Factset Research Sys 4.5%
Value $9.606M Shares 48,169 Est. Cost $99.96 Unrealized +86.9%
MHK Mohawk Inds Inc Com 4.4%
Value $9.261M Shares 39,882 Est. Cost $214.33 Unrealized +20.2%
GOOGL Google Inc. Cl A 4.3%
Value $9.163M Shares 8,835 Est. Cost $33.21 Unrealized +65.7%
HON Honeywell International Inc 4.3%
Value $9.154M Shares 63,342 Est. Cost $62.52 Unrealized +87.9%
JNJ Johnson & Johnson 4.1%
Value $8.622M Shares 67,277 Est. Cost $70.87 Unrealized +52.9%
XOM Exxon Mobil Corp 3.9%
Value $8.285M Shares 111,044 Est. Cost $54.51 Unrealized +2.2%
V Visa Inc 3.9%
Value $8.23M Shares 68,805 Est. Cost $63.10 Unrealized +81.9%
PYPL Paypal Hldgs Inc Com 3.8%
Value $8.085M Shares 106,565 Est. Cost $38.15 Unrealized +107.4%
ADP Automatic Data Processing 3.8%
Value $7.945M Shares 70,008 Est. Cost $49.40 Unrealized +99.6%
DEO Diageo Plc 3.3%
Value $6.937M Shares 51,228 Est. Cost $115.64 Unrealized
NSC Norfolk Southern Corp. 3.2%
Value $6.758M Shares 49,774 Est. Cost $65.09 Unrealized +88.5%
NSRGY Nestle Sa 3.0%
Value $6.333M Shares 80,112 Est. Cost $67.84 Unrealized
MDLZ Mondelez Intl Inc Cl A 2.7%
Value $5.701M Shares 136,609 Est. Cost $27.72 Unrealized +29.3%
SLB Schlumberger 2.7%
Value $5.629M Shares 86,894 Est. Cost $55.04 Unrealized +1.3%
KHC Kraft Heinz Co 2.1%
Value $4.435M Shares 71,203 Est. Cost $49.70 Unrealized -1.5%
VZ Verizon Communications 2.0%
Value $4.196M Shares 87,740 Est. Cost $32.22 Unrealized +2.5%
PG Procter And Gamble Co 1.7%
Value $3.573M Shares 45,064 Est. Cost $58.33 Unrealized +16.4%
PEP Pepsico Inc. 1.6%
Value $3.467M Shares 31,763 Est. Cost $63.48 Unrealized +40.6%
MA Mastercard 1.4%
Value $3.008M Shares 17,173 Est. Cost $96.93 Unrealized +68.9%
SHW Sherwin-Williams Company 1.3%
Value $2.823M Shares 7,200 Est. Cost $103.25 Unrealized +23.1%
UNP Union Pacific 1.1%
Value $2.312M Shares 17,200 Est. Cost $83.66 Unrealized +35.1%
TR Tootsie Roll Inds Inc Com 1.0%
Value $2.122M Shares 72,043 Est. Cost $27.34 Unrealized +3.8%
DE Deere & Company 0.9%
Value $1.817M Shares 11,700 Est. Cost $69.70 Unrealized +106.6%
Bridgehampton National Bank 0.8%
Value $1.702M Shares 50,727 Est. Cost $23.15 Unrealized
PFE Pfizer Inc. 0.6%
Value $1.334M Shares 37,597 Est. Cost $16.59 Unrealized +46.1%
HKHHF Heineken Holding 0.5%
Value $1.132M Shares 11,000 Est. Cost $53.80 Unrealized +60.3%
BMY Bristol Myers 0.5%
Value $964K Shares 15,238 Est. Cost $33.58 Unrealized +43.2%
Dowdupont Inc Com 0.4%
Value $949K Shares 14,896 Est. Cost $69.24 Unrealized
BA Boeing Company 0.4%
Value $820K Shares 2,500 Est. Cost $139.61 Unrealized +131.3%
KO Coca-Cola 0.4%
Value $755K Shares 17,383 Est. Cost $29.89 Unrealized +17.3%
DIS Disney Walt Co 0.4%
Value $743K Shares 7,400 Est. Cost $56.67 Unrealized +78.2%
CAT Caterpillar Inc. 0.3%
Value $590K Shares 4,000 Est. Cost $61.56 Unrealized +116.2%
T AT&T Inc. 0.3%
Value $560K Shares 15,709 Est. Cost $13.03 Unrealized +21.3%
Laboratory Amer Hldgs Com New 0.2%
Value $518K Shares 3,200 Est. Cost $100.10 Unrealized
NKE Nike Corp 0.2%
Value $412K Shares 6,208 Est. Cost $51.48 Unrealized +15.8%
WY Weyerhaeuser Co 0.2%
Value $364K Shares 10,400 Est. Cost $19.80 Unrealized +30.9%
SJM Smucker J M Company 0.2%
Value $335K Shares 2,703 Est. Cost $75.69 Unrealized +28.2%
AXP American Express 0.2%
Value $326K Shares 3,500 Est. Cost $85.24 Unrealized +2.1%
Arconic Inc Com 0.1%
Value $290K Shares 12,584 Est. Cost $22.97 Unrealized
WFC Wells Fargo & Co. 0.1%
Value $288K Shares 5,500 Est. Cost $29.22 Unrealized +63.3%
BF/B Brown Forman Corp Cl B 0.1%
Value $272K Shares 5,000 Est. Cost $37.17 Unrealized +26.0%
ALL Allstate Corp 0.1%
Value $240K Shares 2,533 Est. Cost $41.46 Unrealized +94.7%
CPB Campbell Soups 0.1%
Value $217K Shares 5,000 Est. Cost $42.63 Unrealized -18.7%
Triangle Cap Corp Com 0.1%
Value $180K Shares 16,200 Est. Cost $18.24 Unrealized
General Elec Co 0.1%
Value $136K Shares 10,088 Est. Cost $24.97 Unrealized
OLNK Onelink Corporation 0.0%
Value $0 Shares 10,000 Est. Cost $0.00 Unrealized 0.0%