Westchester Capital Management, Inc. Long-Term Concentrated

Location: Omaha, NE

CIK: 0001390063 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 2, 2017

Total Value: $219M (100.0% shares, 0.0% debt)

Holdings (34)

AAPL Apple, Inc. 5.2%
Value $11.44M Shares 79,397 Est. Cost $18.65 Unrealized +84.0%
BRK/B Berkshire Hathaway Class B 5.1%
Value $11.25M Shares 66,429 Est. Cost $119.05 Unrealized +39.7%
ABBV AbbVie, Inc. 4.9%
Value $10.68M Shares 147,343 Est. Cost $33.36 Unrealized +40.7%
BK The Bank of New York Mellon Corporation 4.4%
Value $9.647M Shares 189,076 Est. Cost $23.44 Unrealized +61.9%
MSFT Microsoft Corporation 4.2%
Value $9.128M Shares 132,418 Est. Cost $28.49 Unrealized +118.8%
JNJ Johnson & Johnson 4.1%
Value $8.898M Shares 67,261 Est. Cost $61.78 Unrealized +62.5%
INTC Intel Corporation 4.0%
Value $8.788M Shares 260,448 Est. Cost $17.85 Unrealized +65.7%
VLO Valero Energy Corporation 4.0%
Value $8.722M Shares 129,295 Est. Cost $30.94 Unrealized +48.8%
General Electric Company 4.0%
Value $8.668M Shares 320,923 Est. Cost $24.23 Unrealized
LMT Lockheed Martin Corporation 3.9%
Value $8.636M Shares 31,110 Est. Cost $207.12 Unrealized +5.4%
CSCO Cisco Systems, Inc. 3.9%
Value $8.618M Shares 275,350 Est. Cost $15.65 Unrealized +60.1%
CAT Caterpillar, Inc. 3.9%
Value $8.613M Shares 80,155 Est. Cost $61.74 Unrealized +36.1%
CVS CVS Health Corporation 3.8%
Value $8.298M Shares 103,131 Est. Cost $47.38 Unrealized +27.3%
ZBH Zimmer Biomet Holdings, Inc. 3.7%
Value $8.095M Shares 63,049 Est. Cost $72.12 Unrealized +53.2%
MCD McDonald's Corporation 3.6%
Value $7.971M Shares 52,044 Est. Cost $72.47 Unrealized +62.7%
DIS Walt Disney Company 3.6%
Value $7.954M Shares 74,858 Est. Cost $92.54 Unrealized +10.7%
MCHP Microchip Technology, Inc. 3.6%
Value $7.841M Shares 101,600 Est. Cost $33.53 Unrealized 0.0%
BDX Becton Dickinson & Company 3.6%
Value $7.797M Shares 39,963 Est. Cost $79.64 Unrealized +101.6%
WM Waste Management, Inc. 3.5%
Value $7.7M Shares 104,981 Est. Cost $32.49 Unrealized +92.5%
PG Procter & Gamble 3.5%
Value $7.585M Shares 87,035 Est. Cost $55.45 Unrealized +26.5%
SYF Synchrony Financial 3.4%
Value $7.414M Shares 248,631 Est. Cost $22.25 Unrealized +8.0%
WMT Wal-Mart Stores, Inc. 3.4%
Value $7.356M Shares 97,193 Est. Cost $19.90 Unrealized +10.6%
PFE Pfizer, Inc. 3.1%
Value $6.727M Shares 200,269 Est. Cost $17.19 Unrealized +25.7%
BP BP PLC ADR 2.9%
Value $6.437M Shares 185,764 Est. Cost $38.41 Unrealized
Allergan PLC 2.6%
Value $5.695M Shares 23,428 Est. Cost $296.44 Unrealized
SDY SPDR S&P Dividend ETF 2.1%
Value $4.566M Shares 51,362 Est. Cost $67.14 Unrealized
DVN Devon Energy Corporation 2.0%
Value $4.305M Shares 134,654 Est. Cost $34.28 Unrealized -24.6%
GLD SPDR Gold Trust 0.1%
Value $118K Shares 1,000 Est. Cost $126.54 Unrealized
CVX Chevron Corporation 0.0%
Value $108K Shares 1,031 Est. Cost $71.30 Unrealized +2.7%
XOM Exxon Mobil Corporation 0.0%
Value $102K Shares 1,268 Est. Cost $53.54 Unrealized +3.6%
KO Coca Cola Company 0.0%
Value $90,000 Shares 2,004 Est. Cost $27.85 Unrealized +20.9%
AXP American Express Company 0.0%
Value $42,000 Shares 500 Est. Cost $59.62 Unrealized +17.9%
F Ford Motor Co 0.0%
Value $13,000 Shares 1,151 Est. Cost $7.57 Unrealized -6.3%
VZ Verizon Communications 0.0%
Value $4,000 Shares 100 Est. Cost $29.53 Unrealized 0.0%