GVO Asset Management as of Dec. 31, 2014
Portfolio Holdings for GVO Asset Management
GVO Asset Management holds 11 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 |
|---|---|---|---|---|---|
| Wells Fargo & Company (WFC) | 20.2 | $199M | 3.6M | 54.82 | |
| Berkshire Hathaway (BRK.B) | 19.6 | $193M | 1.3M | 150.15 | |
| Microsoft Corporation (MSFT) | 14.3 | $141M | 3.0M | 46.45 | |
| Fox News | 12.3 | $121M | 3.3M | 36.89 | |
| Motorola Solutions (MSI) | 10.4 | $102M | 1.5M | 67.08 | |
| Comcast Corporation (CMCSA) | 9.6 | $94M | 1.6M | 58.01 | |
| Armstrong World Industries (AWI) | 5.3 | $53M | 1.0M | 51.12 | |
| DaVita (DVA) | 3.6 | $35M | 464k | 75.74 | |
| Air Products & Chemicals (APD) | 2.8 | $27M | 188k | 144.23 | |
| Golar Lng (GLNG) | 1.3 | $13M | 351k | 36.47 | |
| Zoetis Inc Cl A (ZTS) | 0.8 | $7.6M | 176k | 43.03 |
