$289 Million is the total value of TUKMAN GROSSMAN CAPITAL MANAGEMENT INC's 17 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 5.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DIS | Sell | DISNEY WALT CO | $32,202,000 | -26.0% | 303,077 | -21.1% | 11.13% | +6.2% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $26,792,000 | -32.1% | 120,739 | -29.7% | 9.26% | -2.5% |
| SYK | Sell | STRYKER CORP | $24,659,000 | -25.7% | 177,683 | -29.5% | 8.52% | +6.7% |
| WFC | Sell | WELLS FARGO & CO NEW | $22,277,000 | -33.1% | 402,036 | -32.8% | 7.70% | -4.0% |
| JNJ | Sell | JOHNSON & JOHNSON | $21,436,000 | -25.2% | 162,038 | -29.5% | 7.41% | +7.4% |
| PEP | Sell | PEPSICO INC | $18,441,000 | -27.2% | 159,674 | -29.5% | 6.37% | +4.4% |
| LOW | Sell | LOWES COS INC | $17,686,000 | -31.8% | 228,118 | -27.6% | 6.11% | -2.0% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELCL B | $16,925,000 | -28.9% | 99,932 | -30.0% | 5.85% | +2.1% |
| PG | Sell | PROCTER & GAMBLE CO | $15,668,000 | -31.5% | 179,783 | -29.4% | 5.41% | -1.7% |
| SLB | Sell | SCHLUMBERGER LTD | $15,668,000 | -33.1% | 237,976 | -20.6% | 5.41% | -3.9% |
| AIG | Sell | AMERICAN INTL GROUP INC | $15,487,000 | -36.2% | 247,713 | -36.3% | 5.35% | -8.5% |
| ADP | Sell | AUTOMATIC DATA PROCESSIN | $12,938,000 | -36.9% | 126,273 | -36.9% | 4.47% | -9.4% |
| KO | Sell | COCA COLA CO | $12,501,000 | -10.3% | 278,718 | -15.1% | 4.32% | +28.8% |
| IBM | Sell | INTERNATIONAL BUSINESS M | $11,511,000 | -38.4% | 74,828 | -30.2% | 3.98% | -11.5% |
| MMM | Sell | 3M CO | $9,728,000 | -23.0% | 46,726 | -29.2% | 3.36% | +10.5% |
| EMR | Sell | EMERSON ELEC CO | $9,642,000 | -23.3% | 161,732 | -23.0% | 3.33% | +10.0% |
| AER | Sell | AERCAP HOLDINGS NV | $5,845,000 | -10.5% | 125,897 | -11.3% | 2.02% | +28.6% |
| DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -98,246 | -100.0% | -1.65% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DISNEY WALT CO | 18 | Q3 2017 | 14.7% |
| WELLS FARGO & CO NEW | 18 | Q3 2017 | 9.1% |
| SCHLUMBERGER LTD | 18 | Q3 2017 | 10.8% |
| JOHNSON & JOHNSON | 18 | Q3 2017 | 8.1% |
| STRYKER CORP | 18 | Q3 2017 | 8.7% |
| GOLDMAN SACHS GROUP INC | 18 | Q3 2017 | 10.5% |
| PROCTER & GAMBLE CO | 18 | Q3 2017 | 7.2% |
| PEPSICO INC | 18 | Q3 2017 | 6.8% |
| INTERNATIONAL BUSINESS M | 18 | Q3 2017 | 8.3% |
| LOWES COS INC | 18 | Q3 2017 | 6.2% |
View TUKMAN GROSSMAN CAPITAL MANAGEMENT INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2017-10-04 |
| 13F-HR | 2017-08-09 |
| 13F-HR | 2017-05-09 |
| 13F-HR | 2017-02-09 |
| 13F-HR | 2016-11-03 |
| 13F-HR | 2016-08-11 |
| 13F-HR | 2016-05-09 |
| 13F-HR | 2016-02-08 |
| 13F-HR | 2015-11-09 |
| 13F-HR | 2015-08-10 |
View TUKMAN GROSSMAN CAPITAL 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.