Grandmaster Capital Management as of March 31, 2014
Portfolio Holdings for Grandmaster Capital Management
Grandmaster Capital Management holds 19 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wells Fargo & Company (WFC) | 9.8 | $23M | 453k | 49.74 | |
| Microsoft Corporation (MSFT) | 9.1 | $21M | 513k | 40.99 | |
| American Express Company (AXP) | 8.8 | $20M | 227k | 90.03 | |
| Howard Hughes | 8.7 | $20M | 141k | 142.71 | |
| NVR (NVR) | 7.2 | $17M | 14k | 1146.98 | |
| CBS Corporation | 7.1 | $17M | 267k | 61.80 | |
| Marriott International (MAR) | 7.0 | $16M | 288k | 56.02 | |
| Twenty-first Century Fox | 6.2 | $14M | 452k | 31.97 | |
| Dollar General (DG) | 5.4 | $13M | 226k | 55.48 | |
| Intuit (INTU) | 5.2 | $12M | 154k | 77.73 | |
| Discovery Communications | 5.0 | $12M | 141k | 82.70 | |
| Kraft Foods | 4.9 | $11M | 202k | 56.10 | |
| Sirius Xm Holdings (SIRI) | 4.5 | $10M | 3.3M | 3.20 | |
| Willis Group Holdings | 4.3 | $9.9M | 225k | 44.13 | |
| Cabela's Incorporated | 2.2 | $5.1M | 78k | 65.51 | |
| Cbs Outdoor Americas | 1.6 | $3.7M | 125k | 29.25 | |
| Visa (V) | 1.4 | $3.2M | 15k | 215.86 | |
| MasterCard Incorporated (MA) | 1.4 | $3.1M | 42k | 74.71 | |
| Krispy Kreme Doughnuts | 0.2 | $367k | 21k | 17.74 |
