The market keeps chugging the S&P broke 1350 today and it is making me a little nervous.
Bruce interview
bloomberg.com
Followed Homefed years back, but have not looked @ it in a while, here is a break down of his holdings by %, seems like he has the bulk of his portfolio in the larger type companies, but going to take a look @ the bottom portion of his holdings.
Berkley W R $11,417,000.00 12.20%
McDonalds $11,000,000.00 11.75%
Microsoft $9,851,000.00 10.52%
Berkshire Hthwy CL B $8,935,000.00 9.54%
Google $8,830,000.00 9.43%
JC Penney $8,205,000.00 8.76%
Everest Re Group LTD $4,204,000.00 4.49%
Republic First Bancorp $3,694,000.00 3.95%
Walgreen $3,653,000.00 3.90%
Johnson & Johnson $3,409,000.00 3.64%
Howard Hughes $3,322,000.00 3.55%
Imperial Metals Corp $2,485,000.00 2.65%
Ritchie Bros. $2,481,000.00 2.65%
Expeditors Intl Wash $2,308,000.00 2.47%
ADVANCE AUTO PARTS INC $2,089,000.00 2.23%
Cardinal Bankshares $2,004,000.00 2.14%
Target $1,345,000.00 1.44%
Homefed $1,174,000.00 1.25%
COPART INC $958,000.00 1.02%
Goldman Sachs Group $918,000.00 0.98%
METRO BANCORP INC $769,000.00 0.82%
HIGH POINT BANK CORP $333,000.00 0.36%
BENCHMARK BANKSHARES INC$228,000.00 0.24% |
