Westchester Capital Management, Inc. Long-Term Concentrated

Location: Omaha, NE

CIK: 0001390063 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Feb 9, 2016

Total Value: $203M (100.0% shares, 0.0% debt)

Holdings (34)

MSFT Microsoft Corporation 5.7%
Value $11.48M Shares 206,877 Est. Cost $26.97 Unrealized +70.3%
General Electric Company 5.2%
Value $10.49M Shares 336,697 Est. Cost $24.16 Unrealized
INTC Intel Corporation 4.7%
Value $9.496M Shares 275,639 Est. Cost $17.29 Unrealized +54.1%
ABBV AbbVie, Inc. 4.5%
Value $9.166M Shares 154,728 Est. Cost $32.98 Unrealized +15.1%
BDX Becton Dickinson & Company 4.5%
Value $9.016M Shares 58,513 Est. Cost $78.11 Unrealized +58.0%
CVS CVS Health Corporation 4.4%
Value $8.824M Shares 90,252 Est. Cost $41.44 Unrealized +75.2%
Allergan PLC 4.3%
Value $8.711M Shares 27,875 Est. Cost $303.44 Unrealized
SDY SPDR S&P Dividend ETF 4.2%
Value $8.582M Shares 116,650 Est. Cost $67.14 Unrealized
WM Waste Management, Inc. 4.1%
Value $8.235M Shares 154,300 Est. Cost $30.90 Unrealized +42.1%
BK The Bank of New York Mellon Corporation 4.0%
Value $8.106M Shares 196,647 Est. Cost $22.94 Unrealized +41.6%
AAPL Apple, Inc. 4.0%
Value $8.092M Shares 76,872 Est. Cost $17.91 Unrealized +43.6%
EMC Corporation 4.0%
Value $8.026M Shares 312,550 Est. Cost $25.15 Unrealized
CSCO Cisco Systems, Inc. 3.8%
Value $7.745M Shares 285,229 Est. Cost $15.24 Unrealized +32.3%
MCD McDonald's Corporation 3.6%
Value $7.371M Shares 62,388 Est. Cost $71.77 Unrealized +21.5%
PG Procter & Gamble 3.6%
Value $7.25M Shares 91,300 Est. Cost $55.20 Unrealized +5.0%
JNJ Johnson & Johnson 3.6%
Value $7.197M Shares 70,069 Est. Cost $60.71 Unrealized +25.1%
VLO Valero Energy Corporation 3.3%
Value $6.778M Shares 95,863 Est. Cost $26.78 Unrealized +69.9%
BP BP PLC ADR 3.3%
Value $6.621M Shares 211,817 Est. Cost $38.76 Unrealized
CAT Caterpillar, Inc. 3.2%
Value $6.443M Shares 94,809 Est. Cost $61.90 Unrealized -11.8%
ZBH Zimmer Biomet Holdings, Inc. 3.1%
Value $6.262M Shares 61,038 Est. Cost $68.38 Unrealized +31.6%
WMT Wal-Mart Stores, Inc. 3.1%
Value $6.206M Shares 101,236 Est. Cost $19.96 Unrealized -16.7%
PFE Pfizer, Inc. 3.0%
Value $6.001M Shares 185,899 Est. Cost $16.57 Unrealized +23.0%
BRK/B Berkshire Hathaway Class B 2.8%
Value $5.705M Shares 43,204 Est. Cost $110.02 Unrealized +22.0%
HMC Honda Motor Company 2.5%
Value $5.108M Shares 159,977 Est. Cost $36.74 Unrealized
DVN Devon Energy Corporation 2.5%
Value $5.076M Shares 158,620 Est. Cost $34.68 Unrealized -18.2%
Chicago Bridge and Iron Company 2.1%
Value $4.343M Shares 111,375 Est. Cost $57.08 Unrealized
MAT Mattel, Inc. 1.5%
Value $2.989M Shares 110,000 Est. Cost $42.55 Unrealized -42.2%
SPY SPDR S&P 500 ETF 1.4%
Value $2.89M Shares 14,175 Est. Cost $188.74 Unrealized
CVX Chevron Corporation 0.1%
Value $104K Shares 1,152 Est. Cost $71.30 Unrealized -18.0%
XOM Exxon Mobil Corporation 0.0%
Value $90,000 Shares 1,156 Est. Cost $53.69 Unrealized -4.3%
KO Coca Cola Company 0.0%
Value $86,000 Shares 2,004 Est. Cost $27.85 Unrealized +10.7%
GOOGL Alphabet, Inc. Class A 0.0%
Value $36,000 Shares 46 Est. Cost $36.73 Unrealized 0.0%
GOOG Alphabet, Inc. Class C 0.0%
Value $35,000 Shares 46 Est. Cost $35.61 Unrealized 0.0%
AXP American Express Company 0.0%
Value $35,000 Shares 500 Est. Cost $59.62 Unrealized +5.5%