Midwest Investment Management LLC 13F Holdings · last filed Q3 2017
Midwest Investment Management LLC reported 55 securities worth $121.49M in its SEC 13F filing for Q3 2017 (period ended 2017-09-30). Top holdings: BRKB (12.87%), WFC (6.75%), V (4.41%). Among its top 25 positions this quarter: 3 added, 22 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC CL B | $15.6M | 12.87% | 85,270 | Added |
| 2 | WFC | WELLS FARGO & CO NEW COM | $8.2M | 6.75% | 148,718 | Trimmed |
| 3 | V | VISA INC COM CL A | $5.4M | 4.41% | 50,875 | Trimmed |
| 4 | UNP | UNION PACIFIC CORP COM | $5.2M | 4.28% | 44,815 | Trimmed |
| 5 | PSX | PHILLIPS 66 | $4.5M | 3.71% | 49,226 | Trimmed |
| 6 | RSG | REPUBLIC SVCS INC COM | $4.3M | 3.52% | 64,691 | Trimmed |
| 7 | BRK/A | BERKSHIRE HATHAWAY INC CL A | $4.1M | 3.39% | 15 | Trimmed |
| 8 | KHC | KRAFT HEINZ CO | $3.9M | 3.24% | 50,781 | Trimmed |
| 9 | USB | U S BANKCORP DEL | $3.7M | 3.04% | 68,950 | Trimmed |
| 10 | TROW | PRICE T ROWE GROUP INC COM | $3.5M | 2.90% | 38,880 | Trimmed |
| 11 | AAPL | APPLE INC COM | $3.4M | 2.83% | 22,349 | Trimmed |
| 12 | DVA | DAVITA INC | $3.2M | 2.65% | 54,279 | Trimmed |
| 13 | TMO | THERMO FISHER SCIENTIFIC INC | $3.2M | 2.63% | 16,898 | Trimmed |
| 14 | AN | AUTONATION, INC. | $3.2M | 2.61% | 66,830 | Trimmed |
| 15 | C | CITIGROUP INC COM | $3.1M | 2.52% | 42,044 | Added |
| 16 | DAL | DELTA AIR LINES DEL COM | $2.9M | 2.36% | 59,473 | Added |
| 17 | DHI | D.R. HORTON INC. | $2.8M | 2.29% | 69,695 | Trimmed |
| 18 | JPM | J P MORGAN CHASE & CO. | $2.7M | 2.20% | 27,946 | Trimmed |
| 19 | NSRGY | NESTLE S A SPONSORED ADR | $2.7M | 2.19% | 31,621 | Trimmed |
| 20 | TJX | TJX COS INC NEW COM | $2.6M | 2.15% | 35,422 | Trimmed |
| 21 | FBIN | FORTUNE BRANDS HOME & COM | $2.6M | 2.13% | 38,562 | Trimmed |
| 22 | SLB | SCHLUMBERGER LTD COM | $2.4M | 2.00% | 34,882 | Trimmed |
| 23 | LOW | LOWES COS INC COM | $2.0M | 1.66% | 25,252 | Trimmed |
| 24 | CMI | CUMMINS INC | $1.9M | 1.58% | 11,394 | Trimmed |
| 25 | AME | AMETEK | $1.9M | 1.57% | 28,866 | Trimmed |
Source: SEC Form 13F filings · as of 2017-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR