MW
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Meryl Witmer13F | |
| Last update 2013-11-14 | 56 Stocks (2 new) |
| Value $0 | Turnover 4 % |
Meryl Witmer Profile
Meryl B. Witmer is General Partner at Witmer Asset Management, LLC and Eagle Capital Management, LLC. Ms. Witmer serves as a Principal at New York-based investment partnership Eagle Capital Partners. She has been a Director of Berkshire Hathaway Inc. since March 2013. She graduated from the University of Virginia's McIntire School of Commerce, with a concentration in finance, in 1983.
Eagle Capital Management LLC is an employee-owned investment management firm that was founded in 1988 by Ravenel and Beth Curry. The firm’s goal is to “create an environment in which original, thoughtful research and rigorous valuation discipline drive long-term investment decisions” and currently offers only one strategy, the Eagle Equity Portfolio.
Eagle Capital Management’s diverse line of clients includes pooled investment vehicles, individuals, high net worth individuals, pension and profit sharing plans, charities, corporations, sovereign entities, endowments and state and municipal government entities.
Eagle Capital Management LLC is an employee-owned investment management firm that was founded in 1988 by Ravenel and Beth Curry. The firm’s goal is to “create an environment in which original, thoughtful research and rigorous valuation discipline drive long-term investment decisions” and currently offers only one strategy, the Eagle Equity Portfolio.
Eagle Capital Management’s diverse line of clients includes pooled investment vehicles, individuals, high net worth individuals, pension and profit sharing plans, charities, corporations, sovereign entities, endowments and state and municipal government entities.
Meryl Witmer Investing Philosophy
Eagle Capital Management holds a long term perspective and seeks to find businesses that are “fairly valued based on their current franchise and where there appears to be limited market recognition of their long-term potential for growth” for their portfolio. The company avoids high expectation stocks where future opportunity has been discounted and there is a high risk factor involved, instead focusing on opportunities that the company determines have the greatest possible return and lowest possible risk.
The company’s Eagle Equity strategy is a concentrated portfolio that the company has built up over the years with a long-term focus and consists of around 25 to 35 securities. The portfolio focuses its investments in “large cap equity securities and employs a low turnover/long-term investment time horizon.” Eagle Capital Management utilizes fundamental, bottom up research to determine its investment decisions, conducting its research internally.
The company’s Eagle Equity strategy is a concentrated portfolio that the company has built up over the years with a long-term focus and consists of around 25 to 35 securities. The portfolio focuses its investments in “large cap equity securities and employs a low turnover/long-term investment time horizon.” Eagle Capital Management utilizes fundamental, bottom up research to determine its investment decisions, conducting its research internally.
Meryl Witmer Top Holdings of 2013-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 11,526,988 | 1,290,100.0 | +5.82% | 6.900 | +0.38% | 0.520 | +7.80% | +1.12% | 1,087,429.0 | Insurance | |
ORCL | Oracle Corp | 37,704,501 | 1,157,900.0 | +26.03% | 6.200 | +1.28% | 1.410 | -40.57% | -24.97% | 417,207.4 | Software | |
MSFT | Microsoft Corp | 30,238,107 | 1,044,580.0 | +19.55% | 5.600 | +0.92% | 0.400 | +12.61% | +3.22% | 3,683,404.7 | Software | |
AON | Aon PLC | 15,742,331 | 1,013,020.0 | +7.08% | 5.400 | +0.36% | 7.360 | +4.23% | -5.66% | 70,120.2 | Insurance | |
LBTYK | Liberty Global PLC | 28,904,562 | 872,325.0 | -1.54% | 4.700 | -0.08% | 2.460 | -10.98% | -4.53% | 3,656.6 | Telecommunication Services | |
NBL | Noble Energy Inc | 14,426,023 | 866,138.0 | +8.93% | 4.600 | +0.38% | 2.980 | -5.15% | -65.30% | 4,100.1 | Oil & Gas | |
ECL | Ecolab Inc | 10,010,879 | 852,827.0 | +4.63% | 4.600 | +0.20% | 3.500 | +10.32% | +7.98% | 79,034.2 | Chemicals | |
KO | Coca-Cola Co | 19,649,117 | 788,126.0 | +6.83% | 4.200 | +0.27% | 0.450 | +13.75% | +28.46% | 381,291.9 | Beverages - Non-Alcoholic | |
WMT | Walmart Inc | 30,808,494 | 764,975.0 | +5.73% | 4.100 | +0.22% | 0.370 | -5.98% | -4.21% | 841,373.8 | Retail - Defensive | |
TFCFA | Twenty-First Century Fox Inc | 22,970,751 | 748,387.0 | 0% | 4.000 | +4.00% | 1.240 | +40.41% | +41.58% | 92,206.9 | Media - Diversified |
Meryl Witmer's Historical Top Holdings Breakdowns
Meryl Witmer Total Holding History ($B)
Meryl Witmer's Asset Allocation
Meryl Witmer Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Meryl Witmer's Hypothetical Growth since 2013-09-30
Meryl Witmer's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
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