CIK: 0001281649
Total reported value
$60.9M
Reporting period: 2022-09-30 · Number of holdings: 12
BEECHER INVESTORS INC disclosed 12 holdings in its latest 13F filing for the period ending 2022-09-30, with total reported value of $60.9M and a quarterly turnover rate of 0.0%.
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Beecher Investors INC's disclosed holdings carry a Herfindahl concentration index of 0.195 — mathematically equivalent to about 5 equally-sized positions, well below its 12 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.21), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
No holding changes this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 37.89% | — | +45.45% | |
| 2 | AAPL | Apple INC | Stock-Tech | 14.53% | — | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 9.64% | — | — | |
| 4 | UNH | Unitedhealth Group INC | Stock-Healthcare | 9.10% | — | -24.97% | |
| 5 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 5.72% | — | -24.80% | |
| 6 | WMT | Walmart INC | Stock-Consumer Staples | 5.08% | — | — | |
| 7 | IMO | Imperial Oil LTD | Stock-Energy | 4.27% | — | — | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 4.25% | — | — | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.12% | — | +1900.00% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.85% | — | +1900.00% | |
| 11 | NKE | Nike INC -cl B | Stock-Consumer Disc | 1.46% | — | — | |
| 12 | PM | Philip Morris International | Stock-Consumer Staples | 1.10% | — | — |
Not enough priced holdings yet to compute performance
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2022-09-30 | 2022-11-10 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-20 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-12 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-09 | 13F-HR | View on EDGAR |
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