GVO Asset Management as of Dec. 31, 2015
Portfolio Holdings for GVO Asset Management
GVO Asset Management holds 13 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wells Fargo & Company (WFC) | 19.3 | $187M | 3.4M | 54.36 | |
| Microsoft Corporation (MSFT) | 18.4 | $178M | 3.2M | 55.48 | |
| Comcast Corporation (CMCSA) | 14.8 | $144M | 2.5M | 56.43 | |
| Fox News | 11.5 | $112M | 4.1M | 27.23 | |
| Zoetis Inc Cl A (ZTS) | 10.7 | $104M | 2.2M | 47.92 | |
| Berkshire Hathaway (BRK.B) | 7.4 | $72M | 541k | 132.04 | |
| DaVita (DVA) | 5.2 | $51M | 725k | 69.71 | |
| Armstrong World Industries (AWI) | 4.0 | $39M | 855k | 45.73 | |
| Valeant Pharmaceuticals Int | 2.6 | $25M | 245k | 101.65 | |
| First Data | 2.4 | $23M | 1.4M | 16.04 | |
| McGraw-Hill Companies | 1.6 | $16M | 159k | 98.58 | |
| Blackstone | 1.5 | $15M | 502k | 29.24 | |
| Golar Lng (GLNG) | 0.6 | $5.5M | 351k | 15.79 |
