GVO Asset Management as of Sept. 30, 2014
Portfolio Holdings for GVO Asset Management
GVO Asset Management holds 12 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 |
|---|---|---|---|---|---|
| Wells Fargo & Company (WFC) | 19.7 | $188M | 3.6M | 51.87 | |
| Berkshire Hathaway (BRK.B) | 18.6 | $177M | 1.3M | 138.14 | |
| Microsoft Corporation (MSFT) | 14.7 | $140M | 3.0M | 46.36 | |
| International Business Machines (IBM) | 10.9 | $104M | 547k | 189.83 | |
| Motorola Solutions (MSI) | 10.1 | $96M | 1.5M | 63.28 | |
| Procter & Gamble Company (PG) | 8.4 | $80M | 959k | 83.74 | |
| Fox News | 6.3 | $61M | 1.8M | 33.31 | |
| DaVita (DVA) | 3.6 | $34M | 464k | 73.14 | |
| Rockwell Collins | 2.6 | $25M | 314k | 78.50 | |
| Air Products & Chemicals (APD) | 2.6 | $25M | 188k | 130.18 | |
| Seadrill | 1.5 | $14M | 549k | 26.04 | |
| Golar Lng (GLNG) | 1.0 | $9.8M | 147k | 66.39 |
