SANBORN KILCOLLIN PARTNERS LLC

data from 30/09/2014

Capitalization

$ 142.984 M -34.10 %

Average holding period

28 ans

Performance

$ 106.977 M 29 835.22 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in SANBORN KILCOLLIN PARTNERS LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2014/09/30 PEP PEPSICO INC 9.14% 13.065 M $ 140345 2010/03/31 800.478 K $ 4.20 %
2014/09/30 MSFT MICROSOFT CORP 9.02% 12.890 M $ 278039 2011/06/30 1.971 M $ 11.18 %
2014/09/30 APA APACHE CORP 8.36% 11.950 M $ 127307 2004/09/30 -1.307 M $ -6.71 %
2014/09/30 INTC INTEL CORP 7.14% 10.211 M $ 149763 2011/09/30 892.909 K $ 4.94 %
2014/09/30 MDT MEDTRONIC INC 6.86% 9.808 M $ 158320 2010/09/30 -435.842 K $ -2.84 %
2014/09/30 JNJ JOHNSON & JOHNSON 6.18% 8.833 M $ 253677 2011/06/30 760.096 K $ 6.38 %
2014/09/30 MRK MERCK & CO INC NEW 6.10% 8.727 M $ 147214 2009/12/31 319.128 K $ 2.46 %
2014/09/30 PFE PFIZER INC 6.07% 8.684 M $ 293692 2002/12/31 -51.789 K $ -0.39 %
2014/09/30 MAS MASCO CORP 5.56% 7.955 M $ 74632 2002/12/31 195.061 K $ 1.64 %
2014/09/30 CLX CLOROX CO DEL 5.51% 7.885 M $ 82100 2002/12/31 579.406 K $ 5.08 %
2014/09/30 MO ALTRIA GROUP INC 4.86% 6.952 M $ 151330 2004/06/30 920.676 K $ 9.54 %
2014/09/30 WMT WAL-MART STORES INC 4.71% 6.732 M $ 88041 2006/03/31 188.810 K $ 1.88 %
2014/09/30 XOM EXXON MOBIL CORP 3.82% 5.457 M $ 58022 2013/09/30 -585.090 K $ -6.59 %
2014/09/30 DVN DEVON ENERGY CORP NEW 3.29% 4.698 M $ 64234 2007/09/30 -1.096 M $ -15.52 %
2014/09/30 PM PHILIP MORRIS INTL INC 3.01% 4.297 M $ 51517 2008/03/31 -71.303 K $ -1.08 %
2014/09/30 TGT TARGET CORP 2.78% 3.978 M $ 63459 2008/09/30 456.530 K $ 8.16 %
2014/09/30 NSC NORFOLK SOUTHERN CORP 2.74% 3.917 M $ 35102 2002/12/31 457.543 K $ 8.32 %
2014/09/30 MAT MATTEL INC 2.61% 3.735 M $ 121860 2002/12/31 -1.542 M $ -21.35 %
2014/09/30 MDLZ MONDELEZ INTL INC 2.25% 3.210 M $ 93676 2012/12/31 -475.876 K $ -8.88 %