Taube Hodson Stonex Partners

Latest statistics and disclosures from TAUBE HODSON STONEX PARTNERS's latest quarterly 13F-HR filing:

TAUBE HODSON STONEX PARTNERS portfolio companies for June 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
JOE St. Joe Company 8.41 NEW 3812976 25.43 21.66
Mondelez Int 8.22 NEW 2510780 37.75 0.00
GOLAR LNG 7.43 NEW 1418710 60.36 0.00
PEP Pepsi 7.12 NEW 919135 89.34 92.49
INTU Intuit 6.78 NEW 970370 80.53 83.18
DIS Walt Disney Company 6.63 NEW 892000 85.74 89.88
TFM Fresh Market 6.18 NEW 2129102 33.47 33.35
VAR Varian Medical Systems 6.04 NEW 837840 83.14 85.02
PTEN Patterson-UTI Energy 4.97 NEW 1639809 34.94 34.54
UPS United Parcel Service 4.68 NEW 525509 102.66 97.33
Ubiquiti Networks 4.53 NEW 1156770 45.19 0.00
LEN Lennar Corporation 4.11 NEW 1127570 41.98 39.18
Bunge 4.08 NEW 621421 75.64 0.00
Mosaic 4.04 NEW 941789 49.45 0.00
AMGN Amgen 3.72 NEW 362210 118.37 139.38
SWK Stanley Black & Decker 3.71 NEW 486845 87.82 91.50
YUM Yum! Brands 3.38 NEW 479140 81.20 72.43
Transocean 3.04 NEW 777470 45.03 0.00
APA Apache Corporation 2.79 NEW 319300 100.62 101.83
LEN.B Lennar Corporation 0.14 NEW 45980 35.54 0.00