GVO Asset Management as of Sept. 30, 2015
Portfolio Holdings for GVO Asset Management
GVO Asset Management holds 14 positions in its portfolio as reported in the September 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Wells Fargo & Company (WFC) | 17.7 | $177M | 3.4M | 51.35 | |
Berkshire Hathaway (BRK.B) | 16.4 | $163M | 1.2M | 130.40 | |
Microsoft Corporation (MSFT) | 14.6 | $146M | 3.3M | 44.26 | |
Fox News | 12.1 | $121M | 4.5M | 27.07 | |
Zoetis Inc Cl A (ZTS) | 9.4 | $94M | 2.3M | 41.18 | |
Comcast Corporation (CMCSA) | 9.3 | $93M | 1.6M | 56.88 | |
DaVita (DVA) | 5.1 | $51M | 698k | 72.33 | |
Armstrong World Industries (AWI) | 4.7 | $46M | 972k | 47.74 | |
Valeant Pharmaceuticals Int | 4.4 | $44M | 245k | 178.73 | |
Air Products & Chemicals (APD) | 2.4 | $24M | 188k | 127.58 | |
Blackstone | 1.6 | $16M | 502k | 31.67 | |
McGraw-Hill Companies | 1.2 | $12M | 142k | 86.50 | |
Golar Lng (GLNG) | 1.0 | $9.8M | 351k | 27.88 | |
Platform Specialty Prods Cor | 0.1 | $1.1M | 88k | 12.65 |