GVO Asset Management

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