Westchester Capital Management, Inc. Concentrated Active

CIK: 0001390063 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: May 2, 2014

Total Value ($000): $199,196 (100.0% shares, 0.0% debt)

Holdings (54)

CAT Caterpillar, Inc. 4.8%
Value ($000) $9,534 Shares 95,941 Est. Cost $61.75 Unrealized +12.9%
SDY SPDR S&P Dividend ETF 4.5%
Value ($000) $9,017 Shares 122,550 Est. Cost $67.01 Unrealized
EMC Corporation 4.4%
Value ($000) $8,694 Shares 317,175 Est. Cost $25.15 Unrealized
MSFT Microsoft Corporation 4.4%
Value ($000) $8,689 Shares 211,979 Est. Cost $26.70 Unrealized +17.1%
Ensco PLC 4.2%
Value ($000) $8,387 Shares 158,900 Est. Cost $52.78 Unrealized
BK The Bank of New York Mellon Corporation 4.1%
Value ($000) $8,200 Shares 232,347 Est. Cost $22.94 Unrealized +7.9%
INTC Intel Corporation 3.8%
Value ($000) $7,521 Shares 291,339 Est. Cost $17.29 Unrealized +8.0%
CVS CVS Caremark Corporation 3.7%
Value ($000) $7,341 Shares 98,066 Est. Cost $41.44 Unrealized +23.3%
Total S.A. 3.7%
Value ($000) $7,339 Shares 111,875 Est. Cost $48.70 Unrealized
BDX Becton Dickinson & Company 3.6%
Value ($000) $7,216 Shares 61,631 Est. Cost $78.11 Unrealized +17.0%
WMT Wal-Mart Stores, Inc. 3.6%
Value ($000) $7,198 Shares 94,183 Est. Cost $19.98 Unrealized -0.4%
PG Procter & Gamble 3.6%
Value ($000) $7,116 Shares 88,292 Est. Cost $55.02 Unrealized +2.7%
MAT Mattel, Inc. 3.6%
Value ($000) $7,095 Shares 176,900 Est. Cost $42.70 Unrealized -7.0%
DVN Devon Energy Corporation 3.5%
Value ($000) $7,007 Shares 104,689 Est. Cost $37.11 Unrealized +12.3%
DuPont de Nemours and Company 3.4%
Value ($000) $6,810 Shares 101,487 Est. Cost $52.50 Unrealized
JNJ Johnson & Johnson 3.3%
Value ($000) $6,638 Shares 67,581 Est. Cost $59.66 Unrealized +11.7%
CSCO Cisco Systems, Inc. 3.3%
Value ($000) $6,542 Shares 291,853 Est. Cost $15.24 Unrealized +0.4%
WM Waste Management, Inc. 3.3%
Value ($000) $6,541 Shares 155,479 Est. Cost $30.75 Unrealized +6.5%
BRK/B Berkshire Hathaway Class B 3.1%
Value ($000) $6,208 Shares 49,676 Est. Cost $110.02 Unrealized +6.2%
AAPL Apple, Inc. 3.1%
Value ($000) $6,134 Shares 11,428 Est. Cost $13.38 Unrealized +23.9%
MCD McDonald's Corporation 3.1%
Value ($000) $6,095 Shares 62,173 Est. Cost $71.77 Unrealized -2.1%
BP BP PLC ADR 3.0%
Value ($000) $6,075 Shares 126,292 Est. Cost $42.01 Unrealized
ZBH Zimmer Holdings, Inc. 2.9%
Value ($000) $5,729 Shares 60,572 Est. Cost $67.54 Unrealized +23.7%
PFE Pfizer, Inc. 2.8%
Value ($000) $5,651 Shares 175,941 Est. Cost $16.46 Unrealized +10.6%
HMC Honda Motor Company 2.6%
Value ($000) $5,137 Shares 145,365 Est. Cost $37.14 Unrealized
VLO Valero Energy Corporation 2.6%
Value ($000) $5,088 Shares 95,824 Est. Cost $24.04 Unrealized +36.5%
USB U.S. Bancorp 2.4%
Value ($000) $4,740 Shares 110,590 Est. Cost $22.41 Unrealized +22.0%
General Electric Company 2.2%
Value ($000) $4,450 Shares 171,900 Est. Cost $23.34 Unrealized
SPY SPDR S&P 500 ETF 1.2%
Value ($000) $2,340 Shares 12,515 Est. Cost $185.43 Unrealized
Cliffs Natural Resources, Inc. 0.9%
Value ($000) $1,698 Shares 82,997 Est. Cost $16.51 Unrealized
Avon Products 0.7%
Value ($000) $1,396 Shares 95,368 Est. Cost $21.03 Unrealized
Tsakos Energy Navigation Limited 0.3%
Value ($000) $647 Shares 83,340 Est. Cost $4.77 Unrealized
CVX Chevron Corporation 0.1%
Value ($000) $137 Shares 1,152 Est. Cost $71.30 Unrealized -1.3%
XOM Exxon Mobil Corporation 0.1%
Value ($000) $113 Shares 1,156 Est. Cost $53.69 Unrealized +8.2%
T AT&T 0.0%
Value ($000) $84 Shares 2,386 Est. Cost $11.32 Unrealized -4.1%
KO Coca Cola Company 0.0%
Value ($000) $81 Shares 2,104 Est. Cost $27.85 Unrealized -4.7%
MRK Merck 0.0%
Value ($000) $55 Shares 976 Est. Cost $30.02 Unrealized +19.1%
Google, Inc. Class A 0.0%
Value ($000) $51 Shares 46 Est. Cost $869.57 Unrealized
GLD SPDR Gold Trust 0.0%
Value ($000) $46 Shares 375 Est. Cost $120.00 Unrealized
AXP American Express Company 0.0%
Value ($000) $45 Shares 500 Est. Cost $59.62 Unrealized +26.6%
PBA Pembina Pipeline Corporation 0.0%
Value ($000) $45 Shares 1,190 Est. Cost $16.59 Unrealized +15.2%
PEP Pepsico, Inc. 0.0%
Value ($000) $42 Shares 500 Est. Cost $56.00 Unrealized +1.5%
EPD Enterprise Products Partners 0.0%
Value ($000) $40 Shares 580 Est. Cost $60.34 Unrealized
COP ConocoPhillips 0.0%
Value ($000) $37 Shares 522 Est. Cost $39.96 Unrealized +13.7%
AEP American Electric Power 0.0%
Value ($000) $32 Shares 628 Est. Cost $30.44 Unrealized +4.6%
GEL Genesis Energy LP 0.0%
Value ($000) $27 Shares 500 Est. Cost $50.00 Unrealized
PSX Phillips 66 0.0%
Value ($000) $20 Shares 260 Est. Cost $40.44 Unrealized +23.2%
MDY SPDR S&P Midcap 400 ETF 0.0%
Value ($000) $16 Shares 65 Est. Cost $246.15 Unrealized
MPC Marathon Petroleum Corporation 0.0%
Value ($000) $13 Shares 150 Est. Cost $24.39 Unrealized +26.0%
GD General Dynamics Corporation 0.0%
Value ($000) $11 Shares 100 Est. Cost $64.92 Unrealized +23.4%
Marathon Oil Corporation 0.0%
Value ($000) $11 Shares 300 Est. Cost $33.33 Unrealized
DIA Diamonds Trust Series I 0.0%
Value ($000) $11 Shares 70 Est. Cost $157.14 Unrealized
Level 3 Communications 0.0%
Value ($000) $5 Shares 140 Est. Cost $21.43 Unrealized
Direxion Daily ETF 0.0%
Value ($000) $1 Shares 75 Est. Cost $40.00 Unrealized