Grandmaster Capital Management as of Sept. 30, 2014
Portfolio Holdings for Grandmaster Capital Management
Grandmaster Capital Management holds 17 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 11.7 | $28M | 611k | 46.36 | |
| Wells Fargo & Company (WFC) | 9.8 | $24M | 456k | 51.87 | |
| Howard Hughes | 8.9 | $22M | 144k | 150.00 | |
| American Express Company (AXP) | 7.7 | $19M | 213k | 87.54 | |
| Cabela's Incorporated | 7.7 | $19M | 316k | 58.90 | |
| WellPoint | 6.6 | $16M | 133k | 119.62 | |
| Progressive Corporation (PGR) | 6.3 | $15M | 603k | 25.28 | |
| NVR (NVR) | 6.1 | $15M | 13k | 1130.04 | |
| CBS Corporation | 5.9 | $14M | 268k | 53.50 | |
| Discovery Communications | 5.7 | $14M | 364k | 37.80 | |
| Vail Resorts (MTN) | 4.7 | $11M | 131k | 86.76 | |
| Allison Transmission Hldngs I (ALSN) | 4.2 | $10M | 354k | 28.49 | |
| Marriott International (MAR) | 3.5 | $8.5M | 122k | 69.90 | |
| Hertz Global Holdings | 3.2 | $7.7M | 304k | 25.39 | |
| Motorola Solutions (MSI) | 3.1 | $7.5M | 119k | 63.28 | |
| Tessera Technologies | 3.1 | $7.4M | 278k | 26.58 | |
| Fidelity Natl Inc New Fnfv Group Com Isin #us31620r4020 | 1.6 | $3.9M | 281k | 13.76 |
