Westchester Capital Management, Inc. Long-Term Concentrated

Location: Omaha, NE

CIK: 0001390063 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 10, 2020

Total Value: $265M (100.0% shares, 0.0% debt)

Holdings (43)

AAPL Apple, Inc. 7.3%
Value $19.3M Shares 52,895 Est. Cost $18.65 Unrealized +302.6%
MSFT Microsoft Corporation 6.6%
Value $17.39M Shares 85,425 Est. Cost $28.49 Unrealized +507.4%
INTC Intel Corporation 5.1%
Value $13.42M Shares 224,363 Est. Cost $18.73 Unrealized +184.0%
CSCO Cisco Systems, Inc. 4.4%
Value $11.67M Shares 250,295 Est. Cost $18.00 Unrealized +105.6%
ABBV AbbVie, Inc. 4.4%
Value $11.59M Shares 118,087 Est. Cost $36.38 Unrealized +93.8%
LMT Lockheed Martin Corporation 4.4%
Value $11.59M Shares 31,748 Est. Cost $211.62 Unrealized +53.0%
BRK/B Berkshire Hathaway Class B 4.4%
Value $11.55M Shares 64,692 Est. Cost $125.43 Unrealized +45.6%
MCHP Microchip Technology, Inc. 4.3%
Value $11.44M Shares 108,662 Est. Cost $34.21 Unrealized +17.9%
WMT Wal-Mart , Inc. 4.3%
Value $11.32M Shares 94,490 Est. Cost $21.06 Unrealized +80.8%
WM Waste Management, Inc. 4.1%
Value $10.81M Shares 102,091 Est. Cost $37.99 Unrealized +142.5%
BDX Becton Dickinson & Company 4.0%
Value $10.51M Shares 43,916 Est. Cost $103.77 Unrealized +112.3%
PG Procter & Gamble 3.8%
Value $10.2M Shares 85,316 Est. Cost $56.35 Unrealized +80.2%
MCD McDonald's Corporation 3.8%
Value $10.07M Shares 54,611 Est. Cost $80.35 Unrealized +100.4%
JNJ Johnson & Johnson 3.7%
Value $9.907M Shares 70,444 Est. Cost $68.03 Unrealized +82.6%
CAT Caterpillar, Inc. 3.7%
Value $9.793M Shares 77,417 Est. Cost $63.71 Unrealized +66.7%
ZBH Zimmer Biomet Holdings, Inc. 3.1%
Value $8.335M Shares 69,831 Est. Cost $78.49 Unrealized +40.2%
JPM JP Morgan Chase 3.1%
Value $8.33M Shares 88,561 Est. Cost $91.34 Unrealized -10.5%
DIS Walt Disney Company 3.1%
Value $8.098M Shares 72,623 Est. Cost $93.47 Unrealized +15.4%
GOOGL Alphabet, Inc. Class A 3.0%
Value $8.076M Shares 5,695 Est. Cost $57.55 Unrealized +16.3%
CVS CVS Health Corporation 3.0%
Value $8.002M Shares 123,161 Est. Cost $47.66 Unrealized +10.4%
PFE Pfizer, Inc. 2.9%
Value $7.568M Shares 231,441 Est. Cost $19.16 Unrealized +35.7%
MDT Medtronic PLC 2.8%
Value $7.331M Shares 79,949 Est. Cost $81.79 Unrealized 0.0%
BK The Bank of New York Mellon Corporation 2.8%
Value $7.328M Shares 189,607 Est. Cost $24.90 Unrealized +24.8%
VLO Valero Energy Corporation 2.3%
Value $6.109M Shares 103,858 Est. Cost $35.63 Unrealized +34.0%
XOM Exxon Mobil Corporation 2.2%
Value $5.769M Shares 128,995 Est. Cost $55.26 Unrealized -37.0%
T AT&T 1.4%
Value $3.81M Shares 126,020 Est. Cost $15.44 Unrealized +0.3%
BA Boeing Company 0.8%
Value $2.126M Shares 11,600 Est. Cost $349.47 Unrealized -56.0%
CAG Conagra Brands Inc. 0.7%
Value $1.947M Shares 55,350 Est. Cost $22.58 Unrealized +16.1%
General Electric Company 0.5%
Value $1.379M Shares 201,882 Est. Cost $23.63 Unrealized
CVX Chevron Corporation 0.0%
Value $95,000 Shares 1,062 Est. Cost $83.47 Unrealized -16.3%
KO Coca Cola Company 0.0%
Value $88,000 Shares 1,969 Est. Cost $36.25 Unrealized +6.8%
AXP American Express Company 0.0%
Value $53,000 Shares 560 Est. Cost $86.81 Unrealized -1.4%
SYF Synchrony Financial 0.0%
Value $49,000 Shares 2,225 Est. Cost $22.32 Unrealized -23.8%
VZ Verizon Communications 0.0%
Value $32,000 Shares 575 Est. Cost $41.02 Unrealized -0.6%
SO The Southern Company 0.0%
Value $21,000 Shares 400 Est. Cost $50.47 Unrealized -11.3%
DUK Duke Energy Corporation 0.0%
Value $20,000 Shares 250 Est. Cost $72.71 Unrealized -7.0%
USB U.S. Bancorp 0.0%
Value $16,000 Shares 430 Est. Cost $37.23 Unrealized -25.2%
LOW Lowe's Companies, Inc. 0.0%
Value $7,000 Shares 52 Est. Cost $101.13 Unrealized +2.2%
C Citigroup Inc. 0.0%
Value $4,000 Shares 73 Est. Cost $59.26 Unrealized -34.7%
F Ford Motor Co 0.0%
Value $3,000 Shares 500 Est. Cost $7.57 Unrealized -44.5%
Centurylink, Inc. 0.0%
Value $1,000 Shares 75 Est. Cost $13.33 Unrealized
RIG Transocean Ltd. 0.0%
Value $0 Shares 113 Est. Cost $1.55 Unrealized 0.0%
WAB Westinghouse Air Brake Technologies WABTEC 0.0%
Value $0 Shares 1 Est. Cost $66.30 Unrealized -17.3%