$235 Million is the total value of SHIKIAR ASSET MANAGEMENT INC's 108 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DVN | New | DEVON ENERGY | $6,027,000 | – | 88,400 | +100.0% | 2.56% | – |
| APA | New | APACHE | $5,240,000 | – | 55,825 | +100.0% | 2.23% | – |
| NCT | New | NEWCASTLE INVESTMENT CORPORATI | $946,000 | – | 74,632 | +100.0% | 0.40% | – |
| KITE | New | KITE PHARMA INC | $712,000 | – | 25,000 | +100.0% | 0.30% | – |
| NSAM | New | NORTHSTAR ASSET MANAGEMENT GRO | $491,000 | – | 26,675 | +100.0% | 0.21% | – |
| NLY | New | ANNALY CAP MANAGEMENT | $354,000 | – | 33,179 | +100.0% | 0.15% | – |
| LMCK | New | LIBERTY MEDIA CORP CL. C | $330,000 | – | 7,028 | +100.0% | 0.14% | – |
| YHOO | New | YAHOO | $204,000 | – | 5,000 | +100.0% | 0.09% | – |
| GULTU | New | GULF COAST ULTRA DEEP ROYALTY | $25,000 | – | 12,500 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-10-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE | 41 | Q3 2023 | 19.9% |
| BANK OF AMERICA | 41 | Q3 2023 | 4.7% |
| LXP INDUSTRIAL TRUST | 41 | Q3 2023 | 4.3% |
| CITIGROUP INC COM NEW ISIN#US1 | 41 | Q3 2023 | 3.7% |
| HONEYWELL INTL INC | 41 | Q3 2023 | 3.9% |
| FREEPORT MCMORAN, INC. CL B | 41 | Q3 2023 | 2.3% |
| COSTCO WHSL | 41 | Q3 2023 | 0.6% |
| BERKSHIRE HATHAWAY DEL CL A | 41 | Q3 2023 | 0.5% |
| JOHNSON & JOHNSON | 41 | Q3 2023 | 0.3% |
| SPDR GOLD TRUST | 38 | Q3 2023 | 2.5% |
View SHIKIAR ASSET MANAGEMENT INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2022-10-25 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-04-13 |
| 13F-HR | 2022-01-21 |
| 13F-HR | 2021-10-29 |
View SHIKIAR ASSET MANAGEMENT INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.