Beecher Investors Inc 13F annual report
Beecher Investors Inc is an investment fund managing more than $60.9 million ran by Sandra Sarhatt. There are currently 12 companies in Mrs. Sarhatt’s portfolio. The largest investments include Berkshire Hathaway and Apple Inc, together worth $31.9 million.
$60.9 million Assets Under Management (AUM)
As of 3rd November 2022, Beecher Investors Inc’s top holding is 86,402 shares of Berkshire Hathaway currently worth over $23.1 million and making up 37.9% of the portfolio value.
Relative to the number of outstanding shares of Berkshire Hathaway, Beecher Investors Inc owns more than 0.1% of the company.
In addition, the fund holds 64,010 shares of Apple Inc worth $8.85 million, whose value fell 12.7% in the past six months.
The third-largest holding is Microsoft worth $5.87 million and the next is Unitedhealth Inc worth $5.54 million, with 10,965 shares owned.
Currently, Beecher Investors Inc's portfolio is worth at least $60.9 million. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Beecher Investors Inc
The Beecher Investors Inc office and employees reside in Darien, Connecticut. According to the last 13-F report filed with the SEC, Sandra Sarhatt serves as the VP at Beecher Investors Inc.
Recent trades
In the most recent 13F filing, Beecher Investors Inc revealed that it had increased its stake in
Berkshire Hathaway and bought 27,000 additional shares worth around $12 billion.
This means they effectively own 0.1% of the company.
Berkshire Hathaway makes up
100.0%
of the fund's Finance sector allocation and has grown its share price by 1.5% in the past year.
On the other hand, there are companies that Beecher Investors Inc is getting rid of from its portfolio.
Beecher Investors Inc closed its position in Berkshire Hathaway on 10th November 2022.
It sold the previously owned 18 shares for $7.36 million.
Sandra Sarhatt also disclosed a decreased stake in Unitedhealth Inc by 0.2%.
This leaves the value of the investment at $5.54 million and 10,965 shares.
One of the smallest hedge funds
The two most similar investment funds to Beecher Investors Inc are Dhk Advisors and Bregal Sagemount I, L.P.. They manage $60.9 million and $60.8 million respectively.
Sandra Sarhatt investment strategy
Beecher Investors Inc’s portfolio is diversified across 7 sectors.
Currently, their heaviest sector is Finance — making up 37.9% of
the total portfolio value.
The fund focuses on investments in the United States as
75.0% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
83% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $826 billion.
The complete list of Beecher Investors Inc trades based on 13F SEC filings
These positions were updated on November 10th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Berkshire Hathaway Inc. |
45.45%
86,402
|
$23,071,000 | 37.89% |
| Apple Inc |
No change
64,010
|
$8,846,000 | 14.53% |
| Berkshire Hathaway Inc. |
Closed
18
|
$7,361,000 | |
| Microsoft Corporation |
No change
25,196
|
$5,868,000 | 9.64% |
| Unitedhealth Group Inc |
24.97%
10,965
|
$5,538,000 | 9.10% |
| Constellation Brand Class A |
24.80%
15,158
|
$3,481,000 | 5.72% |
| Walmart Inc |
No change
23,825
|
$3,090,000 | 5.08% |
| Imperial Oil Ltd. |
No change
60,066
|
$2,599,000 | 4.27% |
| Exxon Mobil Corp. |
No change
29,650
|
$2,589,000 | 4.25% |
| Alphabet Inc |
1,900.00%
26,200
|
$2,506,000 | 4.12% |
| Alphabet Inc |
1,900.00%
18,080
|
$1,738,000 | 2.85% |
| Magna International Inc. |
Closed
26,910
|
$1,477,000 | |
| Papa Johns Intl Inc. |
Closed
14,320
|
$1,196,000 | |
| Nike, Inc. |
No change
10,676
|
$887,000 | 1.46% |
| Philip Morris Intl |
No change
8,055
|
$669,000 | 1.10% |
| Newmont Corp |
Closed
8,112
|
$483,000 | |
| No transactions found | |||
| Showing first 500 out of 16 holdings | |||
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