Gabalex Capital Management as of Dec. 31, 2012
Portfolio Holdings for Gabalex Capital Management
Gabalex Capital Management holds 18 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wal-Mart Stores (WMT) | 19.9 | $68M | 1.0M | 68.23 | |
| Devon Energy Corporation (DVN) | 15.2 | $52M | 1.0M | 52.04 | |
| Berkshire Hathaway (BRK.B) | 13.1 | $45M | 500k | 89.70 | |
| Home Depot (HD) | 9.0 | $31M | 500k | 61.85 | |
| Exxon Mobil Corporation (XOM) | 5.0 | $17M | 200k | 86.55 | |
| Intel Corporation (INTC) | 4.8 | $17M | 800k | 20.62 | |
| Accenture (ACN) | 4.4 | $15M | 225k | 66.50 | |
| Potash Corp. Of Saskatchewan I | 4.2 | $14M | 350k | 40.69 | |
| Yahoo! | 4.0 | $14M | 692k | 19.90 | |
| McDonald's Corporation (MCD) | 3.9 | $13M | 150k | 88.21 | |
| Yum! Brands (YUM) | 3.4 | $12M | 175k | 66.40 | |
| Peabody Energy Corporation | 2.7 | $9.3M | 350k | 26.61 | |
| Walgreen Company | 2.7 | $9.3M | 250k | 37.01 | |
| Medtronic | 2.4 | $8.2M | 200k | 41.02 | |
| SPDR Gold Trust (GLD) | 2.4 | $8.1M | 50k | 162.02 | |
| National-Oilwell Var | 2.0 | $6.8M | 100k | 68.35 | |
| Deere & Company (DE) | 0.6 | $2.2M | 25k | 86.44 | |
| Chipotle Mexican Grill (CMG) | 0.4 | $1.2M | 20k | 62.20 |
