Gabalex Capital Management

Gabalex Capital Management as of Sept. 30, 2011

Portfolio Holdings for Gabalex Capital Management

Gabalex Capital Management holds 22 positions in its portfolio as reported in the September 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Exxon Mobil Corporation (XOM) 25.1 $71M 975k 72.63
Devon Energy Corporation (DVN) 16.7 $47M 850k 55.44
Potash Corp. Of Saskatchewan I 6.9 $19M 450k 43.22
Home Depot (HD) 5.8 $16M 500k 32.87
McDonald's Corporation (MCD) 4.7 $13M 150k 87.82
Wal-Mart Stores (WMT) 4.6 $13M 250k 51.90
Google 4.5 $13M 25k 515.04
Intel Corporation (INTC) 4.5 $13M 600k 21.34
Accenture (ACN) 3.7 $11M 200k 52.68
Yahoo! 3.3 $9.2M 700k 13.17
Deere & Company (DE) 2.9 $8.1M 125k 64.57
SPDR Gold Trust (GLD) 2.8 $7.9M 50k 158.06
Johnson & Johnson (JNJ) 2.4 $6.8M 650k 10.44
Medtronic 2.4 $6.6M 200k 33.24
Walgreen Company 2.3 $6.6M 200k 32.89
Whirlpool Corporation (WHR) 1.9 $5.2M 105k 49.91
National-Oilwell Var 1.8 $5.1M 100k 51.22
General Motors Company (GM) 1.8 $5.0M 250k 20.18
Cisco Systems (CSCO) 1.4 $3.9M 250k 15.50
Netflix (NFLX) 0.5 $1.3M 15k 88.60
salesforce (CRM) 0.2 $621k 30k 20.91
Apple (AAPL) 0.0 $60k 5.0k 12.00