St. James Investment Company, LLC Long-Term Concentrated

CIK: 0001504492 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Nov 4, 2014

Total Value ($000): $867,523 (100.0% shares, 0.0% debt)

Holdings (51)

EXPRESS SCRIPTS HLDG CO 9.3%
Value ($000) $80,257 Shares 1,136,301 Est. Cost $69.81 Unrealized
WU WESTERN UN CO 7.7%
Value ($000) $66,879 Shares 29,490 Est. Cost $142.32 Unrealized
SPECTRA ENERGY CORP 7.1%
Value ($000) $62,004 Shares 1,579,305 Est. Cost $35.07 Unrealized
MSFT MICROSOFT CORP 7.1%
Value ($000) $61,165 Shares 1,319,347 Est. Cost $26.76 Unrealized +40.8%
SYY SYSCO CORP 6.6%
Value ($000) $57,606 Shares 1,517,944 Est. Cost $24.58 Unrealized +12.1%
APACHE CORP 6.1%
Value ($000) $52,643 Shares 560,812 Est. Cost $83.83 Unrealized
PM PHILIP MORRIS INTL INC 5.9%
Value ($000) $51,507 Shares 617,592 Est. Cost $47.01 Unrealized +1.9%
EXPD EXPEDITORS INTL WASH INC 5.1%
Value ($000) $44,208 Shares 1,089,405 Est. Cost $32.49 Unrealized +13.1%
ENB ENBRIDGE INC 5.1%
Value ($000) $44,145 Shares 921,998 Est. Cost $22.11 Unrealized +19.4%
RGLD ROYAL GOLD INC 4.9%
Value ($000) $42,357 Shares 652,250 Est. Cost $47.62 Unrealized +56.7%
FNV FRANCO NEVADA CORP 4.5%
Value ($000) $39,167 Shares 801,295 Est. Cost $35.40 Unrealized +38.0%
BK BANK NEW YORK MELLON CORP 4.4%
Value ($000) $37,838 Shares 976,968 Est. Cost $25.12 Unrealized +17.1%
BDX BECTON DICKINSON & CO 3.9%
Value ($000) $33,444 Shares 293,861 Est. Cost $81.89 Unrealized +16.9%
MEDTRONIC INC 3.6%
Value ($000) $30,880 Shares 498,459 Est. Cost $51.47 Unrealized
SNY SANOFI 3.5%
Value ($000) $30,296 Shares 536,869 Est. Cost $56.14 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 3.5%
Value ($000) $30,182 Shares 435,908 Est. Cost $48.11 Unrealized +41.5%
RYAM RAYONIER ADVANCED MATLS INC 3.4%
Value ($000) $29,753 Shares 904,081 Est. Cost $35.09 Unrealized 0.0%
PRAXAIR INC 3.2%
Value ($000) $27,833 Shares 215,757 Est. Cost $130.03 Unrealized
MKC MCCORMICK & CO INC 2.0%
Value ($000) $17,227 Shares 257,508 Est. Cost $27.73 Unrealized -0.2%
LIBERTY MEDIA CORP DELAWARE 0.8%
Value ($000) $6,535 Shares 138,515 Est. Cost $79.57 Unrealized
CLX CLOROX CO DEL 0.6%
Value ($000) $4,954 Shares 51,580 Est. Cost $65.07 Unrealized +0.9%
ITC HLDGS CORP 0.2%
Value ($000) $2,134 Shares 59,895 Est. Cost $35.63 Unrealized
COR AMERISOURCEBERGEN CORP 0.2%
Value ($000) $1,660 Shares 21,470 Est. Cost $53.44 Unrealized +3.9%
SILVER WHEATON CORP 0.2%
Value ($000) $1,378 Shares 69,125 Est. Cost $19.93 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $764 Shares 8,060 Est. Cost $74.75 Unrealized -4.7%
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $679 Shares 8,111 Est. Cost $55.75 Unrealized +7.1%
KO COCA COLA CO 0.1%
Value ($000) $583 Shares 13,675 Est. Cost $27.43 Unrealized +5.2%
PEP PEPSICO INC 0.1%
Value ($000) $543 Shares 5,835 Est. Cost $58.29 Unrealized +11.3%
NVS NOVARTIS A G 0.1%
Value ($000) $534 Shares 5,669 Est. Cost $70.71 Unrealized
TRANSCANADA CORP 0.1%
Value ($000) $517 Shares 10,025 Est. Cost $46.19 Unrealized
NEM NEWMONT MINING CORP 0.1%
Value ($000) $516 Shares 22,385 Est. Cost $19.32 Unrealized +2.9%
T AT&T INC 0.1%
Value ($000) $493 Shares 13,980 Est. Cost $10.85 Unrealized +9.7%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $481 Shares 5,115 Est. Cost $56.11 Unrealized +9.6%
WRB BERKLEY W R CORP 0.1%
Value ($000) $473 Shares 1,399,138 Est. Cost $9.57 Unrealized +11.8%
CENTRAL GOLDTRUST 0.1%
Value ($000) $434 Shares 10,480 Est. Cost $47.52 Unrealized
UNILEVER PLC 0.1%
Value ($000) $434 Shares 10,360 Est. Cost $42.88 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $409 Shares 9,365 Est. Cost $27.11 Unrealized 0.0%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $397 Shares 7,600 Est. Cost $31.65 Unrealized +11.6%
TJX TJX COS INC NEW 0.0%
Value ($000) $385 Shares 6,510 Est. Cost $24.33 Unrealized -0.8%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $384 Shares 3,598 Est. Cost $60.59 Unrealized +24.7%
PEG PUBLIC SVC ENTERPRISE GROUP 0.0%
Value ($000) $370 Shares 9,925 Est. Cost $22.03 Unrealized +12.4%
TGT TARGET CORP 0.0%
Value ($000) $351 Shares 5,600 Est. Cost $41.65 Unrealized +3.8%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $342 Shares 7,999 Est. Cost $30.80 Unrealized +0.0%
RCI ROGERS COMMUNICATIONS INC 0.0%
Value ($000) $336 Shares 8,990 Est. Cost $43.23 Unrealized -8.3%
YAMANA GOLD INC 0.0%
Value ($000) $331 Shares 55,245 Est. Cost $8.06 Unrealized
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $323 Shares 6,550 Est. Cost $49.31 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $311 Shares 2,790 Est. Cost $59.91 Unrealized +37.9%
MAT MATTEL INC 0.0%
Value ($000) $309 Shares 10,075 Est. Cost $38.44 Unrealized -8.0%
ALLEGHANY CORP DEL 0.0%
Value ($000) $294 Shares 703 Est. Cost $418.21 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $270 Shares 3,608 Est. Cost $44.77 Unrealized +2.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $208 Shares 4,710 Est. Cost $29.74 Unrealized 0.0%