Grandmaster Capital Management as of Dec. 31, 2014
Portfolio Holdings for Grandmaster Capital Management
Grandmaster Capital Management holds 18 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.5 | $23M | 500k | 46.45 | |
| Wells Fargo & Company (WFC) | 9.4 | $21M | 380k | 54.82 | |
| American Express Company (AXP) | 8.3 | $18M | 197k | 93.04 | |
| Twenty-first Century Fox | 7.0 | $15M | 400k | 38.40 | |
| Howard Hughes | 7.0 | $15M | 118k | 130.42 | |
| Vail Resorts (MTN) | 6.8 | $15M | 166k | 91.13 | |
| NVR (NVR) | 6.8 | $15M | 12k | 1275.37 | |
| Harley-Davidson (HOG) | 6.7 | $15M | 225k | 65.91 | |
| Anthem (ELV) | 6.5 | $15M | 115k | 125.67 | |
| Progressive Corporation (PGR) | 6.5 | $14M | 531k | 26.99 | |
| Allison Transmission Hldngs I (ALSN) | 6.2 | $14M | 400k | 33.90 | |
| U.S. Bancorp (USB) | 5.9 | $13M | 290k | 44.95 | |
| MasterCard Incorporated (MA) | 3.1 | $6.9M | 80k | 86.16 | |
| Tessera Technologies | 3.0 | $6.7M | 186k | 35.76 | |
| Motorola Solutions (MSI) | 2.1 | $4.6M | 68k | 67.08 | |
| Thor Industries (THO) | 1.6 | $3.6M | 65k | 55.88 | |
| Barrett Business Services In | 1.3 | $2.8M | 104k | 27.40 | |
| Marriott International (MAR) | 1.1 | $2.5M | 32k | 78.03 |
