Westchester Capital Management, Inc. Concentrated Active

CIK: 0001390063 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Jan 24, 2014

Total Value ($000): $186,163 (100.0% shares, 0.0% debt)

Holdings (67)

CAT Caterpillar, Inc. 4.7%
Value ($000) $8,765 Shares 96,516 Est. Cost $61.75 Unrealized +1.5%
SDY SPDR S&P Dividend ETF 4.7%
Value ($000) $8,747 Shares 120,450 Est. Cost $66.89 Unrealized
MAT Mattel, Inc. 4.4%
Value ($000) $8,208 Shares 172,500 Est. Cost $42.78 Unrealized +4.2%
BK The Bank of New York Mellon Corporation 4.4%
Value ($000) $8,110 Shares 232,122 Est. Cost $22.94 Unrealized +5.9%
MSFT Microsoft Corporation 4.3%
Value ($000) $8,087 Shares 216,179 Est. Cost $26.70 Unrealized +12.4%
EMC Corporation 4.3%
Value ($000) $7,964 Shares 316,675 Est. Cost $25.15 Unrealized
INTC Intel Corporation 4.0%
Value ($000) $7,460 Shares 287,439 Est. Cost $17.27 Unrealized +3.8%
PG Procter & Gamble 3.8%
Value ($000) $7,104 Shares 87,261 Est. Cost $55.00 Unrealized +5.5%
CVS CVS Caremark Corporation 3.8%
Value ($000) $7,033 Shares 98,266 Est. Cost $41.44 Unrealized +11.8%
WM Waste Management, Inc. 3.7%
Value ($000) $6,918 Shares 154,179 Est. Cost $30.75 Unrealized +10.2%
WMT Wal-Mart Stores, Inc. 3.7%
Value ($000) $6,892 Shares 87,588 Est. Cost $19.98 Unrealized +1.8%
Total S.A. 3.7%
Value ($000) $6,862 Shares 112,000 Est. Cost $48.70 Unrealized
BDX Becton Dickinson & Company 3.7%
Value ($000) $6,862 Shares 62,106 Est. Cost $78.11 Unrealized +9.8%
DuPont de Nemours and Company 3.5%
Value ($000) $6,603 Shares 101,637 Est. Cost $52.50 Unrealized
DVN Devon Energy Corporation 3.4%
Value ($000) $6,316 Shares 102,089 Est. Cost $37.00 Unrealized +10.9%
CSCO Cisco Systems, Inc. 3.4%
Value ($000) $6,278 Shares 279,878 Est. Cost $15.24 Unrealized -0.2%
JNJ Johnson & Johnson 3.4%
Value ($000) $6,251 Shares 68,251 Est. Cost $59.66 Unrealized +10.2%
AAPL Apple, Inc. 3.3%
Value ($000) $6,167 Shares 10,992 Est. Cost $13.25 Unrealized +23.5%
BRK/B Berkshire Hathaway Class B 3.3%
Value ($000) $6,091 Shares 51,376 Est. Cost $110.02 Unrealized +5.1%
BP BP PLC ADR 3.2%
Value ($000) $5,988 Shares 123,178 Est. Cost $41.86 Unrealized
MCD McDonald's Corporation 3.2%
Value ($000) $5,945 Shares 61,273 Est. Cost $71.80 Unrealized -2.5%
HMC Honda Motor Company 3.0%
Value ($000) $5,665 Shares 136,990 Est. Cost $37.25 Unrealized
ZBH Zimmer Holdings, Inc. 3.0%
Value ($000) $5,561 Shares 59,672 Est. Cost $67.30 Unrealized +16.3%
PFE Pfizer, Inc. 2.9%
Value ($000) $5,380 Shares 175,653 Est. Cost $16.46 Unrealized +7.1%
VLO Valero Energy Corporation 2.6%
Value ($000) $4,889 Shares 97,011 Est. Cost $24.04 Unrealized +11.7%
General Electric Company 2.4%
Value ($000) $4,539 Shares 161,925 Est. Cost $23.19 Unrealized
USB U.S. Bancorp 2.4%
Value ($000) $4,531 Shares 112,151 Est. Cost $22.41 Unrealized +13.2%
Cliffs Natural Resources, Inc. 1.1%
Value ($000) $2,044 Shares 77,997 Est. Cost $16.25 Unrealized
Avon Products 0.9%
Value ($000) $1,636 Shares 95,018 Est. Cost $21.03 Unrealized
SPY SPDR S&P 500 ETF 0.9%
Value ($000) $1,598 Shares 8,650 Est. Cost $184.74 Unrealized
Tsakos Energy Navigation Limited 0.3%
Value ($000) $530 Shares 88,190 Est. Cost $4.77 Unrealized
CVX Chevron Corporation 0.1%
Value ($000) $147 Shares 1,175 Est. Cost $71.30 Unrealized +1.7%
XOM Exxon Mobil Corporation 0.1%
Value ($000) $117 Shares 1,156 Est. Cost $53.69 Unrealized +4.2%
KO Coca Cola Company 0.0%
Value ($000) $87 Shares 2,104 Est. Cost $27.85 Unrealized -3.3%
T AT&T 0.0%
Value ($000) $84 Shares 2,386 Est. Cost $11.32 Unrealized -1.3%
Google, Inc. Class A 0.0%
Value ($000) $52 Shares 46 Est. Cost $869.57 Unrealized
MRK Merck 0.0%
Value ($000) $49 Shares 976 Est. Cost $30.02 Unrealized +4.2%
DUK Duke Energy Corporation 0.0%
Value ($000) $46 Shares 666 Est. Cost $41.83 Unrealized +1.2%
AXP American Express Company 0.0%
Value ($000) $45 Shares 500 Est. Cost $59.62 Unrealized +16.2%
GLD SPDR Gold Trust 0.0%
Value ($000) $44 Shares 375 Est. Cost $120.00 Unrealized
PBA Pembina Pipeline Corporation 0.0%
Value ($000) $42 Shares 1,190 Est. Cost $16.59 Unrealized +5.9%
PEP Pepsico, Inc. 0.0%
Value ($000) $41 Shares 500 Est. Cost $56.00 Unrealized +3.1%
CL Colgate Palmolive 0.0%
Value ($000) $39 Shares 600 Est. Cost $44.38 Unrealized +9.1%
EPD Enterprise Products Partners 0.0%
Value ($000) $38 Shares 580 Est. Cost $60.34 Unrealized
COP ConocoPhillips 0.0%
Value ($000) $37 Shares 522 Est. Cost $39.96 Unrealized +21.1%
RWX SPDR Dow Jones Intl. Real Estate ETF 0.0%
Value ($000) $36 Shares 882 Est. Cost $39.59 Unrealized
AEP American Electric Power 0.0%
Value ($000) $29 Shares 628 Est. Cost $30.44 Unrealized -1.8%
SLB Schlumberger Limited 0.0%
Value ($000) $27 Shares 300 Est. Cost $52.90 Unrealized +23.0%
GEL Genesis Energy LP 0.0%
Value ($000) $26 Shares 500 Est. Cost $50.00 Unrealized
PSX Phillips 66 0.0%
Value ($000) $20 Shares 260 Est. Cost $40.44 Unrealized +7.4%
American Capital Limited 0.0%
Value ($000) $15 Shares 956 Est. Cost $13.60 Unrealized
MPC Marathon Petroleum Corporation 0.0%
Value ($000) $14 Shares 150 Est. Cost $24.39 Unrealized +10.0%
Marathon Oil Corporation 0.0%
Value ($000) $11 Shares 300 Est. Cost $33.33 Unrealized
GD General Dynamics Corporation 0.0%
Value ($000) $10 Shares 100 Est. Cost $64.92 Unrealized +5.8%
HUM Humana, Inc. 0.0%
Value ($000) $10 Shares 100 Est. Cost $82.95 Unrealized +7.1%
UIL Holdings Corporation 0.0%
Value ($000) $10 Shares 250 Est. Cost $36.00 Unrealized
VWO Vanguard MSCI Emerging Markets ETF 0.0%
Value ($000) $10 Shares 231 Est. Cost $43.29 Unrealized
VNQ Vanguard REIT Viper 0.0%
Value ($000) $10 Shares 152 Est. Cost $65.79 Unrealized
DJP Barclays Bank Ipath Dow Jones UBS 0.0%
Value ($000) $7 Shares 182 Est. Cost $38.46 Unrealized
EMR Emerson Electric Company 0.0%
Value ($000) $7 Shares 100 Est. Cost $43.83 Unrealized +9.9%
IVV Ishares Core S&P 500 ETF 0.0%
Value ($000) $6 Shares 30 Est. Cost $200.00 Unrealized
DE Deere & Company 0.0%
Value ($000) $5 Shares 50 Est. Cost $65.96 Unrealized +2.3%
Level 3 Communications 0.0%
Value ($000) $5 Shares 140 Est. Cost $21.43 Unrealized
Time Warner Inc. 0.0%
Value ($000) $5 Shares 66 Est. Cost $60.61 Unrealized
GLW Corning, Inc. 0.0%
Value ($000) $4 Shares 250 Est. Cost $10.75 Unrealized +12.1%
Direxion Daily ETF 0.0%
Value ($000) $2 Shares 75 Est. Cost $40.00 Unrealized
WFC Wells Fargo Company 0.0%
Value ($000) $2 Shares 50 Est. Cost $30.76 Unrealized 0.0%