Grandmaster Capital Management as of June 30, 2014
Portfolio Holdings for Grandmaster Capital Management
Grandmaster Capital Management holds 19 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.1 | $25M | 604k | 41.70 | |
| American Express Company (AXP) | 9.7 | $24M | 253k | 94.87 | |
| Wells Fargo & Company (WFC) | 9.1 | $23M | 431k | 52.56 | |
| Howard Hughes | 9.0 | $22M | 142k | 157.83 | |
| CBS Corporation | 7.8 | $19M | 310k | 62.14 | |
| NVR (NVR) | 6.7 | $17M | 15k | 1150.61 | |
| Twenty-first Century Fox | 6.4 | $16M | 454k | 35.15 | |
| Marriott International (MAR) | 6.4 | $16M | 248k | 64.10 | |
| Discovery Communications | 5.4 | $14M | 182k | 74.28 | |
| Intuit (INTU) | 5.0 | $13M | 155k | 80.53 | |
| Dollar General (DG) | 4.9 | $12M | 211k | 57.36 | |
| WellPoint | 4.0 | $10M | 93k | 107.61 | |
| Cbs Outdoor Americas | 3.9 | $9.6M | 295k | 32.68 | |
| Vail Resorts (MTN) | 3.0 | $7.5M | 97k | 77.18 | |
| Cabela's Incorporated | 2.8 | $7.0M | 113k | 62.40 | |
| Visa (V) | 2.1 | $5.3M | 25k | 210.70 | |
| Ennis (EBF) | 1.8 | $4.6M | 300k | 15.26 | |
| MasterCard Incorporated (MA) | 1.7 | $4.2M | 57k | 73.47 | |
| Krispy Kreme Doughnuts | 0.1 | $329k | 21k | 16.00 |
