SAYBROOK CAPITAL /NC Long-Term Concentrated

CIK: 0001044924 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 13, 2018

Total Value ($000): $218,219 (100.0% shares, 0.0% debt)

Holdings (50)

BRK/B Berkshire Hathaway Inc Cl B 7.9%
Value ($000) $17,267 Shares 92,511 Est. Cost $142.14 Unrealized +37.1%
GOOG Google Inc Cl C 6.3%
Value ($000) $13,660 Shares 12,244 Est. Cost $34.12 Unrealized +57.2%
MMM 3M Co 5.1%
Value ($000) $11,077 Shares 56,311 Est. Cost $85.64 Unrealized +52.0%
AAPL Apple Computer 4.9%
Value ($000) $10,800 Shares 58,345 Est. Cost $19.60 Unrealized +118.1%
PYPL Paypal Hldgs Inc Com 4.9%
Value ($000) $10,627 Shares 127,615 Est. Cost $44.98 Unrealized +76.8%
GOOGL Google Inc. Cl A 4.8%
Value ($000) $10,402 Shares 9,212 Est. Cost $34.06 Unrealized +58.5%
BRK/A Berkshire Hathaway Inc Cl A 4.7%
Value ($000) $10,153 Shares 36 Est. Cost $175227.31 Unrealized +67.2%
MHK Mohawk Inds Inc Com 4.5%
Value ($000) $9,873 Shares 46,077 Est. Cost $214.95 Unrealized +1.9%
FDS Factset Research Sys 4.4%
Value ($000) $9,522 Shares 48,069 Est. Cost $99.96 Unrealized +85.3%
HON Honeywell International Inc 4.3%
Value ($000) $9,377 Shares 65,092 Est. Cost $63.89 Unrealized +77.8%
ADP Automatic Data Processing 4.2%
Value ($000) $9,263 Shares 69,058 Est. Cost $49.40 Unrealized +118.2%
V Visa Inc 4.2%
Value ($000) $9,222 Shares 69,630 Est. Cost $63.79 Unrealized +91.4%
JNJ Johnson & Johnson 4.1%
Value ($000) $9,017 Shares 74,312 Est. Cost $73.69 Unrealized +36.7%
NSC Norfolk Southern Corp. 3.4%
Value ($000) $7,415 Shares 49,149 Est. Cost $65.09 Unrealized +92.5%
SHW Sherwin-Williams Company 3.4%
Value ($000) $7,406 Shares 18,170 Est. Cost $113.91 Unrealized +6.1%
DEO Diageo Plc 3.4%
Value ($000) $7,313 Shares 50,778 Est. Cost $115.64 Unrealized
XOM Exxon Mobil Corp 3.2%
Value ($000) $6,874 Shares 83,093 Est. Cost $54.51 Unrealized +3.0%
NSRGY Nestle Sa 2.6%
Value ($000) $5,628 Shares 72,687 Est. Cost $67.84 Unrealized
MDLZ Mondelez Intl Inc Cl A 2.6%
Value ($000) $5,588 Shares 136,284 Est. Cost $27.72 Unrealized +20.3%
VZ Verizon Communications 2.4%
Value ($000) $5,153 Shares 102,427 Est. Cost $32.22 Unrealized -0.0%
KHC Kraft Heinz Co 1.9%
Value ($000) $4,245 Shares 67,570 Est. Cost $49.70 Unrealized -17.3%
SLB Schlumberger 1.6%
Value ($000) $3,530 Shares 52,660 Est. Cost $55.04 Unrealized +0.1%
MA Mastercard 1.5%
Value ($000) $3,375 Shares 17,173 Est. Cost $96.93 Unrealized +86.0%
UNP Union Pacific 1.1%
Value ($000) $2,437 Shares 17,200 Est. Cost $83.66 Unrealized +40.7%
PEP Pepsico Inc. 0.9%
Value ($000) $1,998 Shares 18,350 Est. Cost $63.48 Unrealized +28.7%
Bridgehampton National Bank 0.8%
Value ($000) $1,788 Shares 49,727 Est. Cost $23.15 Unrealized
DE Deere & Company 0.7%
Value ($000) $1,636 Shares 11,700 Est. Cost $69.70 Unrealized +88.4%
PG Procter And Gamble Co 0.7%
Value ($000) $1,437 Shares 18,403 Est. Cost $58.33 Unrealized +6.0%
PFE Pfizer Inc. 0.6%
Value ($000) $1,364 Shares 37,597 Est. Cost $16.59 Unrealized +46.5%
TR Tootsie Roll Inds Inc Com 0.6%
Value ($000) $1,250 Shares 40,512 Est. Cost $27.34 Unrealized -7.7%
HKHHF Heineken Holding 0.5%
Value ($000) $1,054 Shares 11,000 Est. Cost $53.80 Unrealized +59.7%
Dowdupont Inc Com 0.5%
Value ($000) $982 Shares 14,896 Est. Cost $69.24 Unrealized
BMY Bristol Myers 0.4%
Value ($000) $843 Shares 15,238 Est. Cost $33.58 Unrealized +21.0%
DIS Disney Walt Co 0.4%
Value ($000) $776 Shares 7,400 Est. Cost $56.67 Unrealized +71.5%
BA Boeing Company 0.4%
Value ($000) $766 Shares 2,282 Est. Cost $139.61 Unrealized +136.6%
KO Coca-Cola 0.3%
Value ($000) $713 Shares 16,263 Est. Cost $29.89 Unrealized +13.8%
CAT Caterpillar Inc. 0.2%
Value ($000) $543 Shares 4,000 Est. Cost $61.56 Unrealized +105.5%
T AT&T Inc. 0.2%
Value ($000) $504 Shares 15,709 Est. Cost $13.03 Unrealized +11.5%
NKE Nike Corp 0.2%
Value ($000) $495 Shares 6,208 Est. Cost $51.48 Unrealized +24.0%
Laboratory Amer Hldgs Com New 0.2%
Value ($000) $449 Shares 2,500 Est. Cost $100.10 Unrealized
WY Weyerhaeuser Co 0.2%
Value ($000) $379 Shares 10,400 Est. Cost $19.80 Unrealized +36.7%
AXP American Express 0.2%
Value ($000) $343 Shares 3,500 Est. Cost $85.24 Unrealized +3.9%
WFC Wells Fargo & Co. 0.1%
Value ($000) $305 Shares 5,500 Est. Cost $29.22 Unrealized +48.3%
SJM Smucker J M Company 0.1%
Value ($000) $291 Shares 2,703 Est. Cost $75.69 Unrealized +16.0%
BF/B Brown Forman Corp Cl B 0.1%
Value ($000) $245 Shares 5,000 Est. Cost $37.17 Unrealized +29.6%
ALL Allstate Corp 0.1%
Value ($000) $231 Shares 2,533 Est. Cost $41.46 Unrealized +92.0%
Arconic Inc Com 0.1%
Value ($000) $214 Shares 12,586 Est. Cost $22.97 Unrealized
CPB Campbell Soups 0.1%
Value ($000) $203 Shares 5,000 Est. Cost $42.63 Unrealized -29.2%
Triangle Cap Corp Com 0.1%
Value ($000) $186 Shares 16,200 Est. Cost $18.24 Unrealized
OLNK Onelink Corporation 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.00 Unrealized -23.9%