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Disclosery

TUKMAN GROSSMAN CAPITAL MANAGEMENT INC

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13F filer, CIK 778925, LARKSPUR, CA

TUKMAN GROSSMAN CAPITAL MANAGEMENT INC reported $1,730,603,000 across 18 holdings for the quarter ended 2016-03-31, in a 13F-HR filed 2016-05-09. Its ten largest share positions make up 68.41% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000778925-16-000015

Period
2016-03-31
Reported value
$1.73B
Holdings
18
Top 10 weight
68.41%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AERadded+197,100$7.64M
EMRadded+132,900$7.23M
BRK-Badded+36,300$5.15M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
KOreduced-292,000-$13.5M
DISreduced-28,700-$2.85M
AIGreduced-11,700-$632K
WFCreduced-8,000-$387K
SYKreduced-3,500-$376K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2016

Share positions as resolved from 13F-HR 0000778925-16-000015, largest first. % of portfolio is the value over $1,730,603,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 1,447,105 shares; 2016Q1: 1,418,405 shares 1,418,405$141M8.14%-28,700Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 2,836,700 shares; 2016Q1: 2,828,700 shares 2,828,700$137M7.9%-8,000Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 1,254,600 shares; 2016Q1: 1,251,100 shares 1,251,100$134M7.76%-3,500Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 792,350 shares; 2016Q1: 790,150 shares 790,150$124M7.17%-2,200Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 1,102,030 shares; 2016Q1: 1,098,930 shares 1,098,930$119M6.87%-3,100Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 1,087,250 shares; 2016Q1: 1,084,150 shares 1,084,150$111M6.42%-3,100Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 1,317,800 shares; 2016Q1: 1,314,100 shares 1,314,100$108M6.25%-3,700Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 1,433,850 shares; 2016Q1: 1,429,850 shares 1,429,850$105M6.09%-4,000Timeline
AIGAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 1,912,800 shares; 2016Q1: 1,901,100 shares 1,901,100$103M5.94%-11,700Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 673,150 shares; 2016Q1: 671,250 shares 671,250$102M5.87%-1,900Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 1,311,300 shares; 2016Q1: 1,307,600 shares 1,307,600$99.1M5.72%-3,700Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 649,011 shares; 2016Q1: 685,311 shares 685,311$97.2M5.62%+36,300Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 856,200 shares; 2016Q1: 853,800 shares 853,800$76.6M4.43%-2,400Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 446,515 shares; 2016Q1: 445,315 shares 445,315$74.2M4.29%-1,200Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 1,771,200 shares; 2016Q1: 1,479,200 shares 1,479,200$68.6M3.97%-292,000Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 995,500 shares; 2016Q1: 1,128,400 shares 1,128,400$61.4M3.55%+132,900Timeline
AERAERCAP HOLDINGS NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 855,400 shares; 2016Q1: 1,052,500 shares 1,052,500$40.8M2.36%+197,100Timeline
BED BATH & BEYOND INCBED BATH & BEYOND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 581,400 shares; 2016Q1: 579,800 shares 579,800$28.8M1.66%-1,600

How Q1 2016 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000778925-16-000015 base2016-05-09acceptance time not in the bulk data set