13F-HR 1 inftable.txt 13F FILING AS OF 9/30/10 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 COM 88579Y101 205 2365.00 SH SOLE 2365.00 ABBOTT LABS COM 002824100 12682 242758.00SH SOLE 228308.00 14450.00 ALEXANDER & BALDWIN INC COM 014482103 6640 190577.00SH SOLE 171677.00 18900.00 ALLIANCE BERNSTEIN HOLDING LP COM 01881g106 7531 285150.00SH SOLE 285150.00 AMERICAN TOWER CORP COM 029912201 7961 155297.00SH SOLE 143610.00 11687.00 APACHE CORP COM 037411105 235 2400.00 SH SOLE 2400.00 APPLE COMPUTER INC COM 037833100 638 2250.00 SH SOLE 2250.00 AVON PRODUCTS INC COM 054303102 10299 320750.00SH SOLE 302150.00 18600.00 BANK OF HAWAII COM 062540109 643 14308.00 SH SOLE 14308.00 BERKSHIRE HATHAWAY COM 084670702 10862 131371.00SH SOLE 122871.00 8500.00 BP PLC SPONSORED ADR COM 055622104 390 9485.00 SH SOLE 9485.00 CATERPILLAR COM 149123101 806 10245.00 SH SOLE 10245.00 CHEVRON CORP COM 166764100 12207 150605.00SH SOLE 142505.00 8100.00 CINTAS CORP. COM 172908105 10486 380600.00SH SOLE 358800.00 21800.00 CISCO SYSTEMS INC COM 17275R102 203 9265.00 SH SOLE 9265.00 CROWN CASTLE INTL CORP COM 228227104 8605 194900.00SH SOLE 186800.00 8100.00 DISCOVERY COMMUNICATIONS INC COM 25470f302 20408 534385.00SH SOLE 534135.00 250.00 DISCOVERY HOLDING COMPANY COM 25470F104 3918 89955.00 SH SOLE 69705.00 20250.00 ELECTR FOR IMAGING INC COM 286082102 10484 867170.00SH SOLE 806670.00 60500.00 EXXON MOBIL CORP COM 30231G102 12210 197610.00SH SOLE 187710.00 9900.00 GENERAL ELEC CO COM 369604103 11540 710158.00SH SOLE 663958.00 46200.00 HEWLETT PACKARD CO COM 428236103 405 9636.00 SH SOLE 9636.00 INTEL CORP COM 458140100 10034 522625.00SH SOLE 486225.00 36400.00 JOHNSON & JOHNSON COM 478160104 15056 242999.00SH SOLE 230449.00 12550.00 LAMAR ADVERTISING CO-CL A COM 512815101 12687 398700.00SH SOLE 385100.00 13600.00 LIBERTY GLOBAL INC COM 530555101 10932 354820.00SH SOLE 348678.00 6142.00 LIBERTY GLOBAL SERIES C COM 530555309 9794 320500.00SH SOLE 297441.00 23059.00 LIBERTY MEDIA INTERACTIVE A COM 53071m104 23409 1707430.00SH SOLE 1653727.00 53703.00 LOWES COS INC COM 548661107 9806 439950.00SH SOLE 407350.00 32600.00 MAC-GRAY CORP CMN COM 554153106 9105 750650.00SH SOLE 750650.00 MAGELLAN MIDSTREAM PARTNERS COM 559080106 14320 278325.00SH SOLE 278325.00 MICROSOFT CORP COM 594918104 819 33438.00 SH SOLE 33438.00 NATIONAL CINEMEDIA INC. COM 635309107 17571 981600.00SH SOLE 950700.00 30900.00 NESTLE S A ADRS COM 641069406 217 4059.00 SH SOLE 4059.00 PROCTER & GAMBLE COM 742718109 1522 25384.00 SH SOLE 25384.00 REDWOOD TRUST INC COM 758075402 10552 729755.00SH SOLE 681755.00 48000.00 SEASPAN CORP COM Y75638109 21975 1780790.00SH SOLE 1704790.00 76000.00 SYSCO CORP COM 871829107 12330 432313.00SH SOLE 403713.00 28600.00 TRAILER BRIDGE INC CMN COM 892782103 1783 546925.00SH SOLE 546925.00 UNITED PARCEL SERVICE COM 911312106 12306 184525.00SH SOLE 173325.00 11200.00 WAL-MART STORES INC COM 931142103 13082 244428.00SH SOLE 236828.00 7600.00 WELLS FARGO & CO NEW COM 949746101 311 12386.00 SH SOLE 12386.00