Chevoit Value Management as of Dec. 31, 2010
Portfolio Holdings for Chevoit Value Management
Chevoit Value Management holds 24 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Market Vectors Gold Miners Etf | 14.8 | $27M | 442k | 61.47 | |
| Newmont Mining Corp | 12.4 | $23M | 368k | 61.43 | |
| Berkshire Hathaway (BRK.B) | 10.2 | $19M | 233k | 80.11 | |
| Central Fund of Canada | 8.0 | $15M | 705k | 20.73 | |
| Pan American Silver | 7.2 | $13M | 321k | 41.21 | |
| Pfizer Incorporated | 6.9 | $13M | 722k | 17.51 | |
| Johnson & Johnson | 4.7 | $8.5M | 138k | 61.85 | |
| Leucadia National Corp | 4.4 | $8.1M | 277k | 29.18 | |
| Medtronic | 3.7 | $6.7M | 181k | 37.09 | |
| Microsoft Corp | 3.4 | $6.3M | 224k | 27.91 | |
| Wal-mart Stores | 3.4 | $6.2M | 115k | 53.92 | |
| Abbott Labs | 3.3 | $6.1M | 127k | 47.90 | |
| Stryker Corp | 3.0 | $5.5M | 103k | 53.70 | |
| Lilly Eli & Company | 2.6 | $4.8M | 136k | 35.04 | |
| Bristol-myers Squibb | 2.4 | $4.4M | 166k | 26.48 | |
| Berkshire Hathaway (BRK.A) | 2.3 | $4.2M | 35.00 | 120428.57 | |
| Conocophillips | 1.9 | $3.5M | 52k | 68.10 | |
| Markel Corp Holding Company | 1.7 | $3.1M | 8.1k | 378.17 | |
| Chevron Corporation | 1.5 | $2.7M | 30k | 91.24 | |
| Verizon Communications | 1.3 | $2.4M | 67k | 35.78 | |
| Plum Creek Timber Company | 0.5 | $909k | 24k | 37.43 | |
| Disney Walt | 0.1 | $281k | 7.5k | 37.49 | |
| Agnico-Eagle Mines | 0.1 | $264k | 3.4k | 76.74 | |
| Washington Reit | 0.1 | $217k | 7.0k | 31.00 |
