Pecaut & Co. as of March 31, 2014
Portfolio Holdings for Pecaut & Co.
Pecaut & Co. holds 45 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 15.6 | $16M | 126k | 124.97 | |
| Wells Fargo & Company (WFC) | 5.8 | $5.8M | 117k | 49.74 | |
| Apple (AAPL) | 4.9 | $4.9M | 9.2k | 536.74 | |
| Burger King Worldwide | 4.9 | $4.9M | 186k | 26.55 | |
| American Express Company (AXP) | 4.2 | $4.3M | 47k | 90.02 | |
| American International (AIG) | 4.2 | $4.2M | 84k | 50.01 | |
| Berkshire Hathaway (BRK.A) | 4.1 | $4.1M | 22.00 | 187363.64 | |
| Leucadia National | 3.7 | $3.8M | 135k | 28.00 | |
| Johnson & Johnson (JNJ) | 3.7 | $3.7M | 38k | 98.22 | |
| United Parcel Service (UPS) | 3.6 | $3.6M | 37k | 97.39 | |
| PriceSmart (PSMT) | 3.2 | $3.3M | 33k | 100.94 | |
| Coca-Cola Company (KO) | 3.0 | $3.1M | 79k | 38.66 | |
| Wyndham Worldwide Corporation | 3.0 | $3.0M | 41k | 73.23 | |
| Mondelez Int (MDLZ) | 2.8 | $2.9M | 83k | 34.55 | |
| General Motors Company (GM) | 2.6 | $2.7M | 78k | 34.43 | |
| Wpx Energy | 2.6 | $2.6M | 145k | 18.03 | |
| U.S. Bancorp (USB) | 2.5 | $2.5M | 59k | 42.86 | |
| Panhandle Oil and Gas | 2.4 | $2.4M | 55k | 43.62 | |
| Genworth Financial (GNW) | 2.4 | $2.4M | 134k | 17.73 | |
| Johnson Controls | 2.2 | $2.2M | 47k | 47.31 | |
| Costco Wholesale Corporation (COST) | 1.9 | $1.9M | 17k | 111.65 | |
| International Business Machines (IBM) | 1.7 | $1.7M | 8.8k | 192.52 | |
| Pepsi (PEP) | 1.5 | $1.6M | 19k | 83.49 | |
| Unilever (UL) | 1.5 | $1.5M | 35k | 42.79 | |
| Procter & Gamble Company (PG) | 1.3 | $1.3M | 16k | 80.57 | |
| USG Corporation | 1.2 | $1.3M | 39k | 32.73 | |
| Verisk Analytics (VRSK) | 1.1 | $1.1M | 19k | 59.95 | |
| BP (BP) | 1.1 | $1.1M | 22k | 48.12 | |
| MasterCard Incorporated (MA) | 1.0 | $971k | 13k | 74.69 | |
| Getty Realty (GTY) | 0.7 | $749k | 40k | 18.90 | |
| Canadian Natl Ry (CNI) | 0.7 | $717k | 13k | 56.24 | |
| Alleghany Corporation | 0.7 | $723k | 1.8k | 407.32 | |
| Fomento Economico Mexicano SAB (FMX) | 0.5 | $468k | 5.0k | 93.32 | |
| 0.4 | $446k | 400.00 | 1115.00 | ||
| Norfolk Southern (NSC) | 0.4 | $403k | 4.2k | 97.11 | |
| Rayonier (RYN) | 0.3 | $350k | 7.6k | 45.90 | |
| EXCO Resources | 0.3 | $336k | 60k | 5.60 | |
| Kraft Foods | 0.3 | $336k | 6.0k | 56.13 | |
| CarMax (KMX) | 0.3 | $328k | 7.0k | 46.86 | |
| Cedar Fair (FUN) | 0.3 | $316k | 6.2k | 50.97 | |
| Accenture (ACN) | 0.3 | $303k | 3.8k | 79.74 | |
| Timberland Ban (TSBK) | 0.3 | $300k | 28k | 10.71 | |
| Wal-Mart Stores (WMT) | 0.3 | $290k | 3.8k | 76.32 | |
| CSX Corporation (CSX) | 0.3 | $281k | 9.7k | 28.97 | |
| ConocoPhillips (COP) | 0.2 | $236k | 3.4k | 70.45 |
