FLOSSBACH VON STORCH AG Diversified Active

Location: Cologne, Germany

CIK: 0001575677 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: Jun 23, 2014

Total Value: $3.757B (98.8% shares, 1.2% debt)

Holdings (80)

KO COCA-COLA 7.3%
Value $274M Shares 7,091,400 Est. Cost $31.23 Unrealized -15.0%
QCOM QUALCOMM 7.1%
Value $266M Shares 3,378,050 Est. Cost $51.91 Unrealized +4.1%
MSFT MICROSOFT 6.6%
Value $247M Shares 6,027,395 Est. Cost $26.74 Unrealized +16.9%
IBM IBM 6.2%
Value $232M Shares 1,049,515 Est. Cost $108.41 Unrealized +0.7%
MCD MCDONALDS 5.6%
Value $210M Shares 2,142,690 Est. Cost $80.18 Unrealized -12.4%
PETSMART 5.4%
Value $205M Shares 2,970,766 Est. Cost $68.92 Unrealized
JNJ JOHNSON & JOHNSON 4.8%
Value $179M Shares 1,819,590 Est. Cost $65.20 Unrealized +2.2%
ORCL ORACLE 4.2%
Value $160M Shares 3,899,660 Est. Cost $28.64 Unrealized +11.7%
NATIONAL OILWELL VARCO 4.0%
Value $150M Shares 1,930,770 Est. Cost $71.83 Unrealized
EBAY EBAY 3.8%
Value $142M Shares 2,577,210 Est. Cost $19.70 Unrealized +4.9%
BAX BAXTER INTERNATIONAL 3.3%
Value $125M Shares 1,702,375 Est. Cost $29.36 Unrealized +3.4%
ABT ABBOTT LABORATORIES 3.1%
Value $116M Shares 3,019,960 Est. Cost $37.36 Unrealized -17.7%
CSCO CISCO SYSTEMS 3.0%
Value $111M Shares 4,948,420 Est. Cost $17.77 Unrealized -13.9%
PEP PEPSICO 2.9%
Value $107M Shares 1,286,777 Est. Cost $58.96 Unrealized -3.5%
WMT WAL-MART STORES 2.7%
Value $101M Shares 1,326,890 Est. Cost $24.00 Unrealized -17.1%
MEDTRONIC 2.6%
Value $97.36M Shares 1,582,101 Est. Cost $49.26 Unrealized
BRK/B BERKSHIRE HATHAWAY B 2.5%
Value $93.12M Shares 745,106 Est. Cost $116.84 Unrealized +0.0%
EMR EMERSON ELECTRIC 2.4%
Value $90.51M Shares 1,354,900 Est. Cost $45.33 Unrealized +5.4%
KELLOGG 2.4%
Value $90.03M Shares 1,435,630 Est. Cost $38.80 Unrealized -3.3%
PFE PFIZER 1.7%
Value $62.65M Shares 1,950,370 Est. Cost $19.52 Unrealized -6.8%
AMGN AMGEN 1.7%
Value $62.53M Shares 507,000 Est. Cost $70.78 Unrealized +22.8%
PM PHILIP MORRIS INTL. 1.6%
Value $61.57M Shares 752,050 Est. Cost $52.36 Unrealized -14.5%
CVX CHEVRON 1.2%
Value $46.56M Shares 391,593 Est. Cost $72.11 Unrealized -2.4%
XOM EXXON MOBIL 1.2%
Value $45.34M Shares 464,170 Est. Cost $57.25 Unrealized +1.4%
XEROX 1.2%
Value $45.01M Shares 3,983,516 Est. Cost $9.94 Unrealized
MO ALTRIA GROUP 1.2%
Value $43.92M Shares 1,173,400 Est. Cost $18.86 Unrealized -9.2%
L BRANDS 1.0%
Value $36.19M Shares 637,400 Est. Cost $58.04 Unrealized
MMM 3M 0.9%
Value $34.38M Shares 253,400 Est. Cost $86.67 Unrealized -12.0%
WU WESTERN UNION 0.9%
Value $33.33M Shares 2,037,480 Est. Cost $14.32 Unrealized
EMC 0.7%
Value $26.11M Shares 952,540 Est. Cost $24.93 Unrealized
COACH 0.6%
Value $22.12M Shares 445,350 Est. Cost $51.08 Unrealized
AAPL APPLE 0.5%
Value $20.2M Shares 37,632 Est. Cost $185.69 Unrealized -91.1%
SYK STRYKER 0.5%
Value $18.9M Shares 232,000 Est. Cost $54.94 Unrealized +25.6%
UNP UNION PACIFIC 0.5%
Value $18.58M Shares 99,000 Est. Cost $77.63 Unrealized -12.1%
NEM NEWMONT MINING 0.5%
Value $17.87M Shares 762,380 Est. Cost $25.96 Unrealized -29.0%
ZBH ZIMMER HOLDINGS 0.4%
Value $13.17M Shares 139,200 Est. Cost $54.55 Unrealized +53.2%
COP CONOCOPHILLIPS 0.3%
Value $13.14M Shares 186,800 Est. Cost $61.71 Unrealized -26.4%
WDC WESTERN DIGITAL 0.3%
Value $12.87M Shares 140,200 Est. Cost $45.60 Unrealized +18.0%
MDLZ MONDELEZ INT. 0.3%
Value $11.75M Shares 340,000 Est. Cost $23.20 Unrealized +13.6%
PG PROCTER & GAMBLE 0.3%
Value $11.74M Shares 145,710 Est. Cost $57.38 Unrealized -1.5%
COCA COLA CALL 0.3%
Value $9.665M Shares 2,500 Est. Cost Unrealized
2,750% NUANCE 01.11.2031 0.3%
Value $9.645M Shares 9,500,000 Est. Cost $1.04 Unrealized
1,625% NEWMONT MINING 15.07.2017 0.2%
Value $9.035M Shares 8,500,000 Est. Cost $1.36 Unrealized
2,950% INTEL 15.12.2035 0.2%
Value $8.334M Shares 7,000,000 Est. Cost $1.08 Unrealized
ABBV ABBVIE 0.2%
Value $6.502M Shares 126,500 Est. Cost $22.34 Unrealized +41.0%
GOOGLE - CLASS A 0.2%
Value $6.261M Shares 5,618 Est. Cost $646.41 Unrealized
VZ VERIZON COMMUNICATIONS 0.1%
Value $4.754M Shares 99,940 Est. Cost $25.87 Unrealized 0.0%
2,000% HOLOGIC 01.03.2042 0.1%
Value $4.619M Shares 4,500,000 Est. Cost $1.03 Unrealized
2,250% TIBCO SOFTWARE 01.05.2032 0.1%
Value $4.576M Shares 4,500,000 Est. Cost $0.98 Unrealized
ADT CALL 0.1%
Value $4.493M Shares 1,500 Est. Cost Unrealized
UNITED TECHNOLOGIES 0.1%
Value $4.13M Shares 35,350 Est. Cost $80.50 Unrealized
1,250% LAM RESEARCH 15.05.2018 0.1%
Value $3.756M Shares 3,000,000 Est. Cost $1.02 Unrealized
GLD SPDR GOLD TRUST 0.1%
Value $3.708M Shares 30,000 Est. Cost $139.15 Unrealized
NUANCE COMMUNICATIONS 0.1%
Value $3.176M Shares 185,000 Est. Cost $18.40 Unrealized
DDS DILLARDS 0.1%
Value $2.781M Shares 30,092 Est. Cost $67.08 Unrealized 0.0%
PSX PHILLIPS 66 0.1%
Value $2.312M Shares 30,000 Est. Cost $33.24 Unrealized +49.9%
2,000% HOLOGIC 15.12.2037 0.1%
Value $2.302M Shares 2,000,000 Est. Cost $1.11 Unrealized
TMO THERMO FISHER SCIENTIFIC 0.1%
Value $2.181M Shares 18,140 Est. Cost $52.42 Unrealized +118.4%
1,625% RTI INTL METALS 15.10.2019 0.1%
Value $1.985M Shares 2,000,000 Est. Cost $0.94 Unrealized
LORILLARD 0.0%
Value $1.184M Shares 21,900 Est. Cost $56.23 Unrealized
INTC INTEL 0.0%
Value $1.031M Shares 39,950 Est. Cost $17.76 Unrealized +5.2%
YUM YUM! BRANDS 0.0%
Value $1.018M Shares 13,500 Est. Cost $57.10 Unrealized -26.3%
OXY OCCIDENTAL PETROLEUM 0.0%
Value $667K Shares 7,000 Est. Cost $87.07 Unrealized -28.2%
SLB SCHLUMBERGER 0.0%
Value $634K Shares 6,500 Est. Cost $64.57 Unrealized +1.4%
DIAMOND OFFSH. DRILLING 0.0%
Value $488K Shares 10,000 Est. Cost $68.32 Unrealized
MEAD JOHNSON NUTRITION 0.0%
Value $249K Shares 3,000 Est. Cost $74.21 Unrealized
STAPLES 0.0%
Value $221K Shares 19,470 Est. Cost $12.76 Unrealized
BRK/A BERKSHIRE HATHAWAY A 0.0%
Value $187K Shares 1 Est. Cost $134000.00 Unrealized +31.0%
MRK MERCK & CO. 0.0%
Value $156K Shares 2,750 Est. Cost $32.32 Unrealized +10.7%
CL COLGATE-PALMOLIVE 0.0%
Value $149K Shares 2,300 Est. Cost $62.47 Unrealized -23.3%
LLY ELI LILLY 0.0%
Value $146K Shares 2,480 Est. Cost $39.58 Unrealized +12.5%
TDC TERADATA CORP 0.0%
Value $144K Shares 2,920 Est. Cost $45.33 Unrealized -0.6%
NVDA NVIDIA 0.0%
Value $143K Shares 8,000 Est. Cost $0.36 Unrealized +11.0%
EXC EXELON 0.0%
Value $129K Shares 3,830 Est. Cost $36.27 Unrealized -62.0%
KSS KOHL`S 0.0%
Value $116K Shares 2,050 Est. Cost $52.24 Unrealized +2.6%
ANF ABERCROMBIE & FITCH 0.0%
Value $115K Shares 2,990 Est. Cost $26.66 Unrealized +6.6%
LEGG MASON 0.0%
Value $92,000 Shares 1,870 Est. Cost $32.11 Unrealized
ROST ROSS STORES 0.0%
Value $89,000 Shares 1,250 Est. Cost $31.55 Unrealized 0.0%
ALCOA 0.0%
Value $85,000 Shares 6,620 Est. Cost $8.94 Unrealized
NDAQ NASDAQ OMX GROUP 0.0%
Value $75,000 Shares 2,040 Est. Cost $23.80 Unrealized -55.2%