EX-99 2 inftable.txt FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- 3M COMPANY COM 88579Y101 1190 13224.00 SH SOLE 11450.00 1774.00 ABBOTT LABS COM 002824100 68910 1690636.00SH SOLE 1536436.00 154200.00 AGCO CORP COM 001084102 411 20200.00 SH SOLE 18000.00 2200.00 ALICO INC COM COM 016230104 22956 571757.48SH SOLE 533050.00 38707.48 ALLEGHANY CORP DEL COM 017175100 4642 16175.06 SH SOLE 15859.06 316.00 ALLERGAN INC COM COM 018490102 219 2446.00 SH SOLE 2446.00 ALLIED HLDGS INC COM 019223106 4479 1039250.00SH SOLE 990950.00 48300.00 ALLSTATE CORP COM COM 020002101 366 7860.00 SH SOLE 7631.00 229.00 ALLTEL CORP COM COM 020039103 280 5538.00 SH SOLE 5538.00 ALTRIA GROUP INC COM 02209S103 1522 30414.00 SH SOLE 30414.00 AMERADA HESS CORP COM 023551104 25515 322202.00SH SOLE 305252.00 16950.00 AMERICAN EXPRESS CO COM 025816109 66431 1292931.00SH SOLE 1155696.00 137235.00 AMERICAN INTL GROUP COM 026874107 180418 2531112.00SH SOLE 2272854.00 258258.00 AMERICAN NATL INS CO COM 028591105 277 3000.00 SH SOLE 3000.00 AMGEN INC COM COM 031162100 759 13903.00 SH SOLE 13903.00 AMSOUTH BANCORPORATION COM 032165102 317 12432.00 SH SOLE 12432.00 ANADARKO PETE CORP COM 032511107 960 16378.00 SH SOLE 16097.00 281.00 ANHEUSER BUSCH COS INC COM COM 035229103 659 12199.00 SH SOLE 12199.00 ARCH CAP GROUP LTD COM G0450A105 4176 104713.00SH SOLE 101813.00 2900.00 AUTOM.DATA PROCESSING COM 053015103 1200 28663.00 SH SOLE 26263.00 2400.00 AXIS CAPITAL HOLDINGS LTD COM G0692U109 1791 63950.00 SH SOLE 63950.00 BANK NEW YORK INC COM COM 064057102 3124 105960.00SH SOLE 102560.00 3400.00 BANK OF AMERICA CORP COM COM 060505104 358 4235.00 SH SOLE 4235.00 BANK ONE CORP COM 06423A103 228 4463.00 SH SOLE 4463.00 BANKNORTH GROUP NEW COM 06646R107 5231 161065.00SH SOLE 142633.00 18432.00 BAXTER INTL INC COM 071813109 82336 2385852.70SH SOLE 2141917.00 243935.70 BELLSOUTH CORP COM COM 079860102 851 32453.00 SH SOLE 31553.00 900.00 BELO AH CP DEL SER A COM 080555105 4044 150600.00SH SOLE 129200.00 21400.00 BERKSHIRE HATHAW.CLA COM 084670108 267 3.00 SH SOLE 3.00 BERKSHIRE HATHAW.CLB COM 084670207 83689 28321.00 SH SOLE 25209.00 3112.00 BLOCK H & R INC COM COM 093671105 334 7000.00 SH SOLE 7000.00 BP P.L.C. COM 055622104 8251 154026.00SH SOLE 144974.00 9052.00 BRISTOL MYERS SQUIBB COM 110122108 5597 228429.00SH SOLE 199309.00 29120.00 BROWN FORMAN CL A COM 115637100 466 9700.00 SH SOLE 9700.00 BURLINGTON NOR.SANTA FE COM 12189T104 786 22414.00 SH SOLE 21942.00 472.00 BURLINGTON RES INC COM 122014103 75135 2076710.00SH SOLE 1846316.00 230394.00 CABOT CORP COM 127055101 37049 910291.00SH SOLE 853641.00 56650.00 CARDINAL HEALTH INC COM 14149Y108 316 4514.00 SH SOLE 4514.00 CAREY, W.P. & CO. LLC COM 92930Y107 298 10000.00 SH SOLE 10000.00 CATERPILLAR INC COM 149123101 342 4300.00 SH SOLE 2300.00 2000.00 CENTRAL SECS CORP COM 155123102 1276 54889.00 SH SOLE 54889.00 CHARLES SCHWAB COM 808513105 119 12421.00 SH SOLE 12421.00 CHARTER ONE FINL INC COM 160903100 1190 26923.00 SH SOLE 26007.00 916.00 CHEVRONTEXACO CORP COM 166764100 6043 64217.00 SH SOLE 56847.00 7370.00 CHUBB CORP COM COM 171232101 1198 17566.00 SH SOLE 16966.00 600.00 CISCO SYS INC COM 17275R102 2324 98057.00 SH SOLE 98057.00 CIT GROUP COM 125581108 26884 702111.00SH SOLE 658911.00 43200.00 CITIGROUP INC COM COM 172967101 7187 154550.00SH SOLE 122217.00 32333.00 COACH INC COM 189754104 263 5819.00 SH SOLE 5819.00 COCA-COLA CO COM 191216100 8049 159453.00SH SOLE 148853.00 10600.00 COLGATE PALMOLIVE CO COM COM 194162103 549 9400.00 SH SOLE 9400.00 COMCAST CORP - SP. CL A COM 20030n200 646 23400.00 SH SOLE 23400.00 COMCAST CORP CL A COM 20030N101 5693 202611.85SH SOLE 201664.00 947.86 COMMERCE BANCSHARES COM COM 200525103 983 21389.00 SH SOLE 19941.00 1448.00 COMMERCE GROUP INC MA COM COM 200641108 244 4950.00 SH SOLE 4950.00 CONOCOPHILLIPS COM 20825C104 475 6223.00 SH SOLE 6223.00 CONSOLIDATED EDISON COM COM 209115104 339 8529.00 SH SOLE 7529.00 1000.00 CSF HLDGS.INC.(ESCROW) COM 0 33625.00 SH SOLE 32250.00 1375.00 CVS CORP COM COM 126650100 291 6928.00 SH SOLE 6928.00 DANA CORP COM 235811106 1960 100000.00SH SOLE 100000.00 DANAHER CORP DEL COM 235851102 202 3900.00 SH SOLE 3900.00 DEERE & CO COM COM 244199105 210 3000.00 SH SOLE 3000.00 DELL INC. COM 24702r101 217 6066.00 SH SOLE 6066.00 DEUTSCHE BANK AG - ORD COM d18190898 281 3548.00 SH SOLE 3548.00 DIME BANCP WARR exp1/59 COM 25429Q110 11 97105.00 SH SOLE 68830.00 28275.00 DISNEY WALT CO COM 254687106 1468 57604.00 SH SOLE 51104.00 6500.00 DOVER CORP COM 260003108 46664 1108404.00SH SOLE 1001064.00 107340.00 DOW CHEM CO COM COM 260543103 380 9336.00 SH SOLE 9336.00 DU PONT EI DE NEMOURS COM 263534109 1782 40123.00 SH SOLE 38413.00 1710.00 EMERSON ELEC CO COM 291011104 34028 535456.32SH SOLE 495849.00 39607.32 ENCANA CORP COM 292505104 12000 278028.00SH SOLE 249228.00 28800.00 ENTREMED INC COM 29382F103 36 17900.00 SH SOLE 17900.00 EXACT SCIENCES CORP COM 30063P105 818 132850.00SH SOLE 122850.00 10000.00 EXXON MOBIL CORP COM 30231G102 44718 1006927.00SH SOLE 939553.00 67374.00 FANNIE MAE COM 313586109 232 3249.00 SH SOLE 3249.00 FEDEX CORP COM 31428X106 22545 275988.00SH SOLE 237788.00 38200.00 FIDELITY NATIONAL FINL INC COM 316326107 311 8318.00 SH SOLE 8318.00 FIRST DATA CORP COM COM 319963104 663 14896.00 SH SOLE 14896.00 FIRST FINL FD INC COM COM 320228109 584 32882.00 SH SOLE 32882.00 FISERV INC COM 337738108 9587 246527.00SH SOLE 225827.00 20700.00 FLEXTRONICS INTL LTD COM Y2573F102 12213 765701.00SH SOLE 678201.00 87500.00 FLORIDA ROCK INDS INC COM COM 341140101 224 5319.00 SH SOLE 5319.00 FLUOR CORP COM 343412102 48276 1012715.00SH SOLE 929015.00 83700.00 FNB FINANCIAL SERV. C COM 302526108 4599 270374.00SH SOLE 235249.00 35125.00 FOREST LABS INC COM COM 345838106 226 3994.00 SH SOLE 3994.00 FREMONT GEN CORP COM COM 357288109 1447 82000.00 SH SOLE 82000.00 GALLAGHER ARTHUR J COM 363576109 1096 36000.00 SH SOLE 36000.00 GANNETT INC COM COM 364730101 501 5904.00 SH SOLE 5904.00 GARMIN LTD. COM G37260109 6895 186039.00SH SOLE 169839.00 16200.00 GENERAL ELEC CO COM 369604103 51841 1600018.00SH SOLE 1455802.00 144216.00 GILLETTE CO COM COM 375766102 1207 28461.00 SH SOLE 28461.00 GLAXO SMITHKL.PLC ADR COM 37733W105 5080 122534.00SH SOLE 113987.00 8547.00 GRACO INC COM COM 384109104 1943 62575.00 SH SOLE 62575.00 GRAFTECH INTL COM 384313102 791 75600.00 SH SOLE 75600.00 GRANITE GOLF GROUP INC COM 38740P109 0 16000.00 SH SOLE 16000.00 HCC INS HLDGS INC COM 404132102 94373 2824708.00SH SOLE 2539283.00 285425.00 HEINZ H J CO COM COM 423074103 472 12049.00 SH SOLE 12049.00 HEWLETT-PACKARD CO COM 428236103 240 11388.00 SH SOLE 11388.00 HIBERNIA CORP CL A COM 428656102 972 40000.00 SH SOLE 40000.00 HOME DEPOT INC COM COM 437076102 1668 47380.00 SH SOLE 39078.00 8302.00 HOMEFED CORP COM 43739d307 2585 76581.36 SH SOLE 70850.96 5730.40 HONEYWELL INTL INC COM 438516106 639 17458.00 SH SOLE 17458.00 HOSPIRA, INC. COM 441060100 4504 163206.00SH SOLE 147826.00 15380.00 HUBBELL INC B COM 443510201 22854 489265.00SH SOLE 413844.00 75421.00 HUBBELL INC CL A COM 443510102 6125 140327.00SH SOLE 134657.00 5670.00 HUNTINGTON BANCSHRS. COM 446150104 793 34506.00 SH SOLE 34506.00 I SHARES INC MSCI JAPAN INDEX COM 464286848 295 27800.00 SH SOLE 27800.00 ILLINOIS TOOL WKS INC COM 452308109 452 4715.00 SH SOLE 4715.00 INPUT/OUTPUT INC COM 457652105 5228 630600.00SH SOLE 596600.00 34000.00 INTEL CORP COM COM 458140100 4298 155735.00SH SOLE 155645.00 90.00 INTL. BUSINESS MACHINES COM 459200101 17012 192992.00SH SOLE 171021.00 21971.00 JANUS CAPITAL GROUP INC COM 47102X105 462 28000.00 SH SOLE 28000.00 JEFFERSON PILOT CORP COM COM 475070108 630 12411.00 SH SOLE 12411.00 JLG INDUSTRIES COM 466210101 11230 808466.22SH SOLE 736965.00 71501.22 JOHNSON & JOHNSON COM 478160104 85553 1535959.00SH SOLE 1385904.00 150055.00 JP MORGAN CHASE & CO. COM 46625H100 598 15415.00 SH SOLE 15415.00 KERR MCGEE CORP COM COM 492386107 19820 368616.00SH SOLE 360016.00 8600.00 KEYCORP NEW COM COM 493267108 464 15536.00 SH SOLE 15536.00 KINDER MORGAN ENERGY UT LTD COM 494550106 247 6080.00 SH SOLE 3300.00 2780.00 KROGER CO COM 501044101 30387 1669601.00SH SOLE 1428193.00 241408.00 LAB.CP OF AMER HLDGS. COM 50540R409 38780 976830.00SH SOLE 922430.00 54400.00 LEUCADIA NATL CORP COM 527288104 127282 2561002.30SH SOLE 2329852.00 231150.30 LEXMARK INTL GR.CL.A COM 529771107 1373 14225.00 SH SOLE 12425.00 1800.00 LIBERTY MEDIA CP NEW A COM 530718105 33144 3686747.00SH SOLE 3340438.00 346309.00 LIBERTY MEDIA CP NEW B COM 530718204 771 77098.00 SH SOLE 19162.00 57936.00 LIBERTY MEDIA INTL-A COM 530719103 6927 186723.85SH SOLE 169410.85 17313.00 LILLY ELI & CO COM COM 532457108 1968 28153.00 SH SOLE 28153.00 LINEAR TECHNOLOGY CORP COM COM 535678106 2796 70834.00 SH SOLE 70834.00 M & T BK CORP COM 55261F104 28249 323586.00SH SOLE 315586.00 8000.00 MARSH & MCLENNAN COS COM 571748102 11420 251650.00SH SOLE 242750.00 8900.00 MASSBANK CP READ MA COM 576152102 4205 121497.00SH SOLE 118098.00 3399.00 MBNA CORP COM COM 55262L100 298 11537.00 SH SOLE 11537.00 MCDONALDS CORP COM COM 580135101 233 8943.00 SH SOLE 8943.00 MCGRAW HILL COS INC COM COM 580645109 291 3800.00 SH SOLE 3800.00 MEDTRONIC INC COM 585055106 1101 22603.00 SH SOLE 22603.00 MELLON FINL CORP COM COM 58551A108 235 8000.00 SH SOLE 8000.00 MERCK & CO INC COM 589331107 71264 1500293.00SH SOLE 1298955.00 201338.00 MERRILL LYNCH & CO INC COM COM 590188108 384 7116.00 SH SOLE 7116.00 MESA RTY UBI COM 590660106 17499 324057.00SH SOLE 305773.00 18284.00 METTLER TOLEDO INT'L COM 592688105 634 12907.00 SH SOLE 4400.00 8507.00 MICROSOFT CORP COM COM 594918104 2008 70321.00 SH SOLE 70321.00 MOLEX INC COM 608554101 7029 219124.00SH SOLE 180120.00 39004.00 MOLEX INC CL A N/V COM 608554200 63132 2314234.52SH SOLE 2094762.00 219472.52 MORGAN STANLEY COM 617446448 306 5795.00 SH SOLE 5795.00 NAVIGATORS GROUP INC COM 638904102 15252 527950.00SH SOLE 494950.00 33000.00 NESTLE S A SPONSORED ADR COM 641069406 267 4000.00 SH SOLE 4000.00 NOBLE CORP COM G65422100 19908 525425.00SH SOLE 464275.00 61150.00 PACIFIC CAPITAL BANCORP COM 69404P101 297 10558.64 SH SOLE 10558.64 PARKVALE FINL CORP COM 701492100 10544 400602.00SH SOLE 381102.00 19500.00 PEPSICO INC COM COM 713448108 3145 58364.00 SH SOLE 58064.00 300.00 PFIZER INC COM 717081103 12835 374427.00SH SOLE 349127.00 25300.00 PITNEY BOWES INC COM COM 724479100 508 11488.00 SH SOLE 11488.00 PLACER DOME INC COM COM 725906101 204 12275.00 SH SOLE 12275.00 PLUM CREEK TIMBER COM 729251108 205 6298.00 SH SOLE 6298.00 PRAXAIR INC COM COM 74005P104 1632 40900.00 SH SOLE 40900.00 PROCTER & GAMBLE CO COM COM 742718109 3965 72832.00 SH SOLE 62696.00 10136.00 PROGRESSIVE CORP OHIO COM 743315103 3756 44028.00 SH SOLE 42478.00 1550.00 RAYOVAC CORP COM 755081106 20395 725803.00SH SOLE 658103.00 67700.00 RAYTHEON COMPANY COM 755111507 3916 109464.00SH SOLE 85264.00 24200.00 RECKSON ASSOCS RLTY COM 75621K106 2738 99700.00 SH SOLE 96600.00 3100.00 REGIONS FINANCIAL CORP COM 7591ep100 994 27196.00 SH SOLE 27196.00 ROPER INDS INC NEW COM 776696106 90902 1597565.92SH SOLE 1404364.00 193201.92 ROYAL DUTCH PETE CO COM 780257804 5154 99749.00 SH SOLE 99749.00 SAN JUAN BASIN RTUBI COM 798241105 1101 45200.00 SH SOLE 41900.00 3300.00 SARA LEE CORP COM COM 803111103 385 16750.00 SH SOLE 16750.00 SBC COMMUNICATIONS COM 78387G103 688 28356.00 SH SOLE 26383.00 1973.00 SCHERING PLOUGH CORP COM COM 806605101 517 27966.00 SH SOLE 27966.00 SCHLUMBERGER LTD COM 806857108 2157 33970.00 SH SOLE 33770.00 200.00 SCHOLASTIC CORP COM 807066105 25784 860895.00SH SOLE 765995.00 94900.00 SEACOAST BANKING CP/FL COM 811707306 205 9790.00 SH SOLE 9790.00 SHINSEI BANK LTD COM J7385L103 20593 3343000.00SH SOLE 3070000.00 273000.00 SOLECTRON CORP COM 834182107 8176 1263750.00SH SOLE 1171750.00 92000.00 SONOCO PRODS CO COM COM 835495102 384 15054.00 SH SOLE 15054.00 STIFEL FINANCIAL CORP COM 860630102 299 11010.00 SH SOLE 11010.00 SUN MICROSYSTEMS INC COM 866810104 100 23200.00 SH SOLE 23200.00 SUNOCO LOGISTICS PARTNERS LP U COM 86764L108 359 10000.00 SH SOLE 10000.00 SYSCO CORP COM COM 871829107 6256 174404.00SH SOLE 171804.00 2600.00 TARGET CORP COM COM 87612E106 400 9410.00 SH SOLE 9410.00 TIME WARNER INC COM COM 887317105 4231 240685.00SH SOLE 214985.00 25700.00 TORCHMARK CORP COM COM 891027104 1146 21301.00 SH SOLE 21301.00 TYCO INTL LTD NEW COM 902124106 10574 319059.00SH SOLE 255913.00 63146.00 UBS AG - Reg COM H8920M855 497 7000.00 SH SOLE 7000.00 UNION PAC CORP COM 907818108 38038 639826.53SH SOLE 574745.00 65081.53 UNITED FIRE & CAS.CO. COM 910331107 48517 840122.00SH SOLE 761622.00 78500.00 UNITED TECHNOLOGIES CP COM 913017109 502 5491.00 SH SOLE 4291.00 1200.00 UNITEDHEALTH GROUP INC COM 91324P102 685 11000.00 SH SOLE 11000.00 UNIVISION COMM. CL A COM 914906102 319 10000.00 SH SOLE 10000.00 US BANCORP DEL COM COM 902973304 634 22991.00 SH SOLE 22991.00 VERIZON COMMUNICATIONS COM COM 92343V104 962 26570.20 SH SOLE 25479.00 1091.20 VERTEX PHARMAC. COM 92532F100 9220 850510.00SH SOLE 767810.00 82700.00 VIACOM INC CL B COM 925524308 2728 76377.00 SH SOLE 73319.00 3058.00 VODAFONE GROUP PLC ADR COM 92857W100 870 39380.00 SH SOLE 38880.00 500.00 VODAFONE GROUP PLC GBp Price COM 17 11235.00 SH SOLE 11235.00 VULCAN MATLS CO COM COM 929160109 375 7894.00 SH SOLE 7894.00 WACHOVIA CORP COM COM 929903102 392 8804.00 SH SOLE 8804.00 WADDELL & REED FINL CL A COM 930059100 238 10755.00 SH SOLE 10755.00 WAL MART STORES INC COM COM 931142103 860 16295.00 SH SOLE 15995.00 300.00 WALGREEN CO COM COM 931422109 2159 59618.00 SH SOLE 59618.00 WATERS CORP COM COM 941848103 58051 1214955.00SH SOLE 1120205.00 94750.00 WELLS FARGO & CO NEW COM 949746101 4898 85576.00 SH SOLE 85251.00 325.00 WESTWOOD ONE INC COM 961815107 1102 46300.00 SH SOLE 45000.00 1300.00 WILEY JOHN & SONS CLA COM 968223206 4282 133812.00SH SOLE 133812.00 WILLIAMS COS INC DEL COM 969457100 4672 392645.00SH SOLE 349845.00 42800.00 WYETH COM 983024100 755 20881.00 SH SOLE 14881.00 6000.00 XL CAP LTD CL A COM G98255105 238 3150.00 SH SOLE 3150.00 ZIMMER HOLDINGS INC. COM 98956P102 1219 13819.00 SH SOLE 10907.00 2912.00 RECKSON ASSOCS RLTY PFD CV SER 75621K205 865 34950 SH SOLE 34950 BB&T M/F MID CP VAL TR 05527P289 982 63381.473SH SOLE 63381.473 COLUMBIA ACORN FUND CL Z 197199409 214 8695.633 SH SOLE 8695.633 COLUMBIA HIGH YELD FUND-Z 197708100 194 22883.295SH SOLE 22883.295 EVERGREEN CT MUNCIPAL BD FUND 300258779 127 20046.172SH SOLE 20046.172 EXCELSIOR TAX EX FDS INTR TERM 300861200 842 89473.000SH SOLE 89473.000 FRANKLIN FDS U.S. GOVT FD CL A 353496607 88 13243.753SH SOLE 13243.753 FRANKLIN MUTUAL QUALIFIED-Z 628380206 469 25476.366SH SOLE 25476.366 GOLDMAN SACHS CORE FIXED INCOM 38142B419 224 22494.893SH SOLE 22494.893 MUNIHOLDINGS NY INS FUNDS PFD 625931407 250 10.000 SH SOLE 10.000 PIMCO NY MUNI INC FD AUC SER A 72200T301 250 10.000 SH SOLE 10.000 VANGUARD INDEX TR 500 PORTFOLI 922908108 366 3471.839 SH SOLE 3471.839 WESSEX CORP CV CONV 951065AA9 0 10000 PRN SOLE 10000