GVO Asset Management as of June 30, 2015
Portfolio Holdings for GVO Asset Management
GVO Asset Management holds 14 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 16.3 | $170M | 1.2M | 136.11 | |
| Microsoft Corporation (MSFT) | 13.9 | $145M | 3.3M | 44.15 | |
| Wells Fargo & Company (WFC) | 13.3 | $139M | 3.4M | 40.53 | |
| Fox News | 12.6 | $132M | 4.1M | 32.22 | |
| Zoetis Inc Cl A (ZTS) | 10.5 | $110M | 2.3M | 48.22 | |
| Comcast Corporation (CMCSA) | 9.4 | $98M | 1.6M | 60.14 | |
| Valeant Pharmaceuticals Int | 5.9 | $61M | 275k | 222.37 | |
| DaVita (DVA) | 5.3 | $55M | 698k | 79.47 | |
| Armstrong World Industries (AWI) | 5.2 | $55M | 1.0M | 53.28 | |
| Air Products & Chemicals (APD) | 2.5 | $26M | 188k | 136.83 | |
| Blackstone | 2.0 | $21M | 502k | 40.87 | |
| Golar Lng (GLNG) | 1.6 | $16M | 351k | 46.80 | |
| McGraw-Hill Companies | 1.4 | $14M | 142k | 100.45 | |
| Platform Specialty Prods Cor | 0.2 | $1.9M | 88k | 21.30 |
