$214 Million is the total value of SHIKIAR ASSET MANAGEMENT INC's 88 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PX | PRAXAIR | $4,182,000 | +10.7% | 27,036 | 0.0% | 1.96% | +19.2% | |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $2,124,000 | +104.0% | 23,141 | 0.0% | 0.99% | +119.9% | |
| BRKA | BERKSHIRE HATHAWAY DEL CL A | $893,000 | +8.4% | 3 | 0.0% | 0.42% | +16.8% | |
| COST | COSTCO WHSL | $624,000 | +13.5% | 3,350 | 0.0% | 0.29% | +22.2% | |
| RY | ROYAL BANK OF CANADA | $566,000 | +5.6% | 6,931 | 0.0% | 0.26% | +13.7% | |
| GOOS | CANADA GOOSE HOLDINGS INC | $489,000 | +53.3% | 15,500 | 0.0% | 0.23% | +64.7% | |
| QRTEA | LIBERTY INTERACTIVE CORPORATIO | $380,000 | +3.8% | 15,544 | 0.0% | 0.18% | +11.9% | |
| MCD | MCDONALDS | $319,000 | +10.0% | 1,852 | 0.0% | 0.15% | +18.3% | |
| LSXMK | LIBERTY MEDIA CORP SIRIUSXM GR | $279,000 | -5.1% | 7,028 | 0.0% | 0.13% | +2.3% | |
| GLD | SPDR GOLD TRUST | $260,000 | +2.0% | 2,100 | 0.0% | 0.12% | +9.9% | |
| DIS | WALT DISNEY COMPANY HOLDING | $245,000 | +8.9% | 2,283 | 0.0% | 0.12% | +17.3% | |
| EPD | ENTERPRISE PRODUCTS PARTNERS L | $225,000 | +1.4% | 8,500 | 0.0% | 0.10% | +9.4% | |
| PFE | PFIZER | $217,000 | +1.4% | 6,000 | 0.0% | 0.10% | +9.7% | |
| HYD | VANECK VECTORS ETF TR HY MUN I | $219,000 | -0.5% | 7,032 | 0.0% | 0.10% | +6.2% | |
| OPK | OPKO HEALTH INC COM | $189,000 | -28.4% | 38,500 | 0.0% | 0.09% | -23.5% | |
| GSTCQ | GASTAR EXPLORATION INC | $21,000 | +16.7% | 20,000 | 0.0% | 0.01% | +25.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-01-26
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.