Gabalex Capital Management as of Sept. 30, 2012
Portfolio Holdings for Gabalex Capital Management
Gabalex Capital Management holds 17 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wal-Mart Stores (WMT) | 21.1 | $74M | 1.0M | 73.80 | |
| Devon Energy Corporation (DVN) | 17.3 | $61M | 1.0M | 60.50 | |
| Berkshire Hathaway (BRK.B) | 12.6 | $44M | 500k | 88.20 | |
| Home Depot (HD) | 8.6 | $30M | 500k | 60.37 | |
| Potash Corp. Of Saskatchewan I | 5.6 | $20M | 450k | 43.42 | |
| McDonald's Corporation (MCD) | 5.2 | $18M | 200k | 91.75 | |
| Exxon Mobil Corporation (XOM) | 5.2 | $18M | 200k | 91.45 | |
| Intel Corporation (INTC) | 4.5 | $16M | 700k | 22.65 | |
| Accenture (ACN) | 4.5 | $16M | 225k | 70.03 | |
| Yahoo! | 3.2 | $11M | 700k | 15.98 | |
| Walgreen Company | 2.6 | $9.1M | 250k | 36.44 | |
| Medtronic | 2.5 | $8.6M | 200k | 43.12 | |
| SPDR Gold Trust (GLD) | 2.5 | $8.6M | 50k | 171.90 | |
| National-Oilwell Var | 2.3 | $8.0M | 100k | 80.11 | |
| Peabody Energy Corporation | 1.3 | $4.5M | 200k | 22.29 | |
| Deere & Company (DE) | 0.6 | $2.1M | 25k | 82.48 | |
| Chipotle Mexican Grill (CMG) | 0.2 | $831k | 10k | 83.10 |
