13F-HR 1 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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- Abbott Labs COM 002824100 18174 482718 SH SOLE 482718 Abitibi-Consolidated Inc COM 003924107 738 80000 SH SOLE 80000 Agilent Technologies COM 00846U101 207 8738 SH SOLE 8738 Allette Inc. COM 018522102 867 32000 SH SOLE 32000 American Intl Group COM 026874107 4491 65821 SH SOLE 65821 Amgen Inc. COM 031162100 293 7000 SH SOLE 7000 BP PLC Spons ADR COM 055622104 766 15168 SH SOLE 15168 Bankamerica COM 060505104 3870 55004 SH SOLE 55004 Baxter Intl COM 071813109 1067 24000 SH SOLE 24000 Bristol Myers Squibb COM 110122108 1266 49280 SH SOLE 49280 Bunge Ltd COM G16962105 599 28400 SH SOLE 28400 CSX Corp COM 126408103 4105 117110 SH SOLE 117110 Cablevision-Rainbow Media A COM 12686C844 254 29000 SH SOLE 29000 Cadiz Land Co Inc COM 127537108 1656 194900 SH SOLE 194900 Canadian National Railway COM 136375102 2826 54550 SH SOLE 54550 Canadian Oil Sands Tr New Unit COM 13642L100 3512 126500 SH SOLE 126500 Cardinal Health COM 14149y108 275 4482 SH SOLE 4482 Central Securities COM 155123102 1627 76785 SH SOLE 76785 ChevronTexaco Corp COM 166764100 382 4319 SH SOLE 4319 Citigroup COM 172967101 1880 48515 SH SOLE 48515 Clayton Williams Energy COM 969490101 250 21550 SH SOLE 21550 Conoco Inc COM 208251504 2934 105525 SH SOLE 105525 Convergys Corporation COM 212485106 2943 151100 SH SOLE 151100 Corning COM 219350105 281 79150 SH SOLE 79150 Devon Energy Corporation New COM 25179M103 8471 171900 SH SOLE 171900 Du Pont COM 263534109 409 9207 SH SOLE 9207 Echostar COM 278762109 2997 161500 SH SOLE 161500 El Paso Corp COM 28336L109 242 11761 SH SOLE 11761 Elan PLC ADR COM 284131208 162 29700 SH SOLE 29700 Emerson Electric COM 291011104 9081 169700 SH SOLE 169700 Encana Corp COM 292505104 4374 142928 SH SOLE 142928 Exxon Mobil Corp COM 30231g102 518 12648 SH SOLE 12648 Florida East Coast Ind. Cl B COM 340632207 829 34840 SH SOLE 34840 Flowserve Corp COM 34354P105 3129 105000 SH SOLE 105000 General Electric COM 369604103 1839 63300 SH SOLE 63300 Grey Global Group Inc COM 39787M108 3795 5500 SH SOLE 5500 Guidant COM 401698105 3414 112940 SH SOLE 112940 Health Mgmt Assoc COM 421933102 3491 173250 SH SOLE 173250 Hewlett-Packard COM 656 42900 SH SOLE 42900 I B M COM 459200101 1893 26292 SH SOLE 26292 Intel COM 458140100 254 13900 SH SOLE 13900 International Paper COM 460146103 3138 72000 SH SOLE 72000 Intuit COM 461202103 1309 26320 SH SOLE 26320 Ishares Nas Bio COM 464287556 331 6500 SH SOLE 6500 Johnson & Johnson COM 478160104 8893 170164 SH SOLE 170164 Kinder Morgan Energy COM 494550106 1555 49500 SH SOLE 49500 Kinder Morgan Management LLC COM 49455U100 1330 43612 SH SOLE 43612 Korea Electric Power ADR COM 500631106 670 64000 SH SOLE 64000 Liberty Media Corp A COM 530718105 825 82500 SH SOLE 82500 McDonalds COM 580135101 2367 83200 SH SOLE 83200 Medimmune COM 584699102 7234 274000 SH SOLE 274000 Merck COM 589331107 1646 32509 SH SOLE 32509 Mesa Royalty Trust COM 590660106 2162 56150 SH SOLE 56150 Microsoft COM 594918104 253 4630 SH SOLE 4630 Millennium Pharmaceuticals COM 599902103 542 44650 SH SOLE 44650 Moodys Corp COM 615369105 3308 66500 SH SOLE 66500 Newmont Mining Corp COM 651639106 1229 46680 SH SOLE 46680 NoEuropean Oil Royalty COM 659310106 1427 59700 SH SOLE 59700 Novartis ADR COM 66987V109 374 8532 SH SOLE 8532 OGE Energy COM 670837103 354 15500 SH SOLE 15500 Penn VA Resource Ptnrs LP COM 707884102 901 44500 SH SOLE 44500 Pfizer COM 717081103 6181 176610 SH SOLE 176610 Plum Creek Timber Co Inc COM 729251108 5587 182000 SH SOLE 182000 Rayonier COM 754907103 909 18500 SH SOLE 18500 Ross Stores COM 778296103 3213 78847 SH SOLE 78847 SPS Technologies Inc COM 784626103 872 22850 SH SOLE 22850 Schering Plough Corp COM 806605101 3702 150500 SH SOLE 150500 Schlumberger Ltd COM 806857108 622 13376 SH SOLE 13376 Schwab (Charles) Corp. COM 808513105 2855 254887 SH SOLE 254887 Smurfit-Stone Container COM 832727101 2328 151000 SH SOLE 151000 St Joe Company COM 790148100 2191 73000 SH SOLE 73000 Steinway Instruments COM 858495104 364 17000 SH SOLE 17000 Suez ADS COM 864686100 523 19500 SH SOLE 19500 Sun Microsystems COM 866810104 7702 1537294 SH SOLE 1537294 Tetra Tech Inc COM 88162g103 588 40000 SH SOLE 40000 Tweedy Browne Global Value Fun COM 901165100 186 10000 SH SOLE 10000 Union Pacific COM 907818108 835 13192 SH SOLE 13192 Unocal Corp COM 915289102 717 19402 SH SOLE 19402 Value Line Inc COM 920437100 893 21700 SH SOLE 21700 Wausau Mosinee COM 943315101 530 44000 SH SOLE 44000 Wells Fargo COM 949740104 19338 386300 SH SOLE 386300 Weyerhaeuser COM 962166104 1192 18675 SH SOLE 18675 Worldcom MCI Group COM 14 58000 SH SOLE 58000 Wyeth COM 983024100 758 14812 SH SOLE 14812 Young Broadcasting COM 876846720 444 25000 SH SOLE 25000