Westchester Capital Management, Inc. Long-Term Concentrated

Location: Omaha, NE

CIK: 0001390063 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 10, 2021

Total Value: $359M (100.0% shares, 0.0% debt)

Holdings (48)

AAPL Apple, Inc. 8.1%
Value $29.05M Shares 205,336 Est. Cost $84.58 Unrealized +70.1%
MSFT Microsoft Corporation 6.8%
Value $24.59M Shares 87,209 Est. Cost $36.55 Unrealized +668.1%
BRK/B Berkshire Hathaway Class B 4.7%
Value $16.97M Shares 62,176 Est. Cost $127.90 Unrealized +119.6%
MCHP Microchip Technology, Inc. 4.7%
Value $16.71M Shares 108,874 Est. Cost $35.01 Unrealized +95.0%
GOOGL Alphabet, Inc. Class A - Formerly Google A 4.4%
Value $15.74M Shares 5,888 Est. Cost $59.08 Unrealized +128.6%
JPM JP Morgan Chase 4.3%
Value $15.54M Shares 94,961 Est. Cost $93.44 Unrealized +50.1%
WM Waste Management, Inc. 4.1%
Value $14.87M Shares 99,535 Est. Cost $37.99 Unrealized +267.7%
CAT Caterpillar, Inc. 4.1%
Value $14.75M Shares 76,824 Est. Cost $68.26 Unrealized +181.4%
WMT Wal-Mart, Inc. 3.9%
Value $14.07M Shares 100,959 Est. Cost $22.60 Unrealized +101.2%
CSCO Cisco Systems, Inc. 3.7%
Value $13.45M Shares 247,075 Est. Cost $18.00 Unrealized +173.5%
HD Home Depot, Inc. 3.6%
Value $12.9M Shares 39,298 Est. Cost $244.43 Unrealized +20.5%
MCD McDonald's Corporation 3.6%
Value $12.81M Shares 53,122 Est. Cost $80.35 Unrealized +168.6%
PG Procter & Gamble 3.5%
Value $12.57M Shares 89,900 Est. Cost $59.87 Unrealized +112.6%
PFE Pfizer, Inc. 3.5%
Value $12.5M Shares 290,583 Est. Cost $20.75 Unrealized +71.9%
INTC Intel Corporation 3.5%
Value $12.44M Shares 233,388 Est. Cost $19.98 Unrealized +149.3%
ABBV AbbVie, Inc. 3.4%
Value $12.34M Shares 114,358 Est. Cost $36.38 Unrealized +167.2%
DIS Walt Disney Company 3.3%
Value $11.9M Shares 70,348 Est. Cost $93.47 Unrealized +86.3%
LMT Lockheed Martin Corporation 3.2%
Value $11.41M Shares 33,069 Est. Cost $215.11 Unrealized +49.1%
JNJ Johnson & Johnson 3.1%
Value $11.13M Shares 68,894 Est. Cost $68.03 Unrealized +120.9%
BDX Becton Dickinson & Company 3.1%
Value $10.99M Shares 44,729 Est. Cost $104.91 Unrealized +117.4%
CVS CVS Health Corporation 3.0%
Value $10.72M Shares 126,333 Est. Cost $48.14 Unrealized +50.7%
MDT Medtronic PLC 2.9%
Value $10.3M Shares 82,198 Est. Cost $82.28 Unrealized +37.9%
BK The Bank of New York Mellon Corporation 2.7%
Value $9.545M Shares 184,126 Est. Cost $24.90 Unrealized +84.3%
VLO Valero Energy Corporation 2.0%
Value $7.172M Shares 101,636 Est. Cost $35.73 Unrealized +61.1%
XOM Exxon Mobil Corporation 1.9%
Value $6.943M Shares 118,031 Est. Cost $55.26 Unrealized -12.3%
T AT&T 1.2%
Value $4.315M Shares 159,774 Est. Cost $15.48 Unrealized +3.8%
AMZN Amazon.Com, Inc. 1.0%
Value $3.492M Shares 1,063 Est. Cost $159.89 Unrealized +7.9%
GE General Electric Company 0.7%
Value $2.529M Shares 24,549 Est. Cost $62.95 Unrealized 0.0%
BA Boeing Company 0.7%
Value $2.517M Shares 11,445 Est. Cost $349.47 Unrealized -36.2%
CAG Conagra Brands Inc. 0.6%
Value $2.068M Shares 61,062 Est. Cost $23.52 Unrealized +17.4%
PEP Pepsico, Inc. 0.2%
Value $789K Shares 5,246 Est. Cost $117.91 Unrealized +14.5%
LOW Lowe's Companies, Inc. 0.2%
Value $656K Shares 3,234 Est. Cost $169.56 Unrealized +8.3%
VTRS Viatris, Inc. 0.1%
Value $356K Shares 26,247 Est. Cost $13.33 Unrealized -12.1%
VOO Vanguard S&P 500 ETF 0.1%
Value $197K Shares 500 Est. Cost $394.00 Unrealized
VGSH Vanguard Short Term Treasury Index ETF 0.0%
Value $141K Shares 2,295 Est. Cost $61.67 Unrealized
VCSH Vanguard Short Term Corp Bond Index ETF 0.0%
Value $141K Shares 1,715 Est. Cost $83.16 Unrealized
CVX Chevron Corporation 0.0%
Value $108K Shares 1,062 Est. Cost $83.47 Unrealized -0.2%
AXP American Express Company 0.0%
Value $94,000 Shares 560 Est. Cost $86.81 Unrealized +82.3%
KO Coca Cola Company 0.0%
Value $74,000 Shares 1,405 Est. Cost $36.25 Unrealized +34.6%
NVDA Nvidia Corporation 0.0%
Value $36,000 Shares 176 Est. Cost $19.24 Unrealized +7.7%
VZ Verizon Communications 0.0%
Value $17,000 Shares 309 Est. Cost $41.02 Unrealized +3.2%
SHW The Sherwin-Williams Company 0.0%
Value $13,000 Shares 45 Est. Cost $262.94 Unrealized +7.0%
CMI Cummins Inc 0.0%
Value $9,000 Shares 40 Est. Cost $198.26 Unrealized +6.1%
C Citigroup Inc. 0.0%
Value $5,000 Shares 73 Est. Cost $59.26 Unrealized +0.7%
GLW Corning, Inc. 0.0%
Value $5,000 Shares 132 Est. Cost $35.29 Unrealized 0.0%
BMY Bristol-Myers Squibb 0.0%
Value $4,000 Shares 75 Est. Cost $51.03 Unrealized +7.5%
F Ford Mtr Co. 0.0%
Value $2,000 Shares 149 Est. Cost $10.32 Unrealized 0.0%
PDC Energy, Inc. 0.0%
Value $2,000 Shares 45 Est. Cost $44.44 Unrealized