Gabalex Capital Management

Gabalex Capital Management as of March 31, 2013

Portfolio Holdings for Gabalex Capital Management

Gabalex Capital Management holds 16 positions in its portfolio as reported in the March 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wal-Mart Stores (WMT) 27.3 $94M 1.3M 74.83
Devon Energy Corporation (DVN) 16.5 $56M 1.0M 56.42
Home Depot (HD) 10.2 $35M 500k 69.78
Berkshire Hathaway (BRK.B) 9.1 $31M 300k 104.20
Intel Corporation (INTC) 5.1 $18M 800k 21.84
McDonald's Corporation (MCD) 4.4 $15M 150k 99.69
Potash Corp. Of Saskatchewan I 4.0 $14M 350k 39.25
Accenture (ACN) 3.9 $13M 175k 75.97
Yum! Brands (YUM) 3.7 $13M 175k 71.94
Walgreen Company 3.5 $12M 250k 47.68
Medtronic 2.7 $9.4M 200k 46.96
Exxon Mobil Corporation (XOM) 2.6 $9.0M 100k 90.11
Peabody Energy Corporation 2.2 $7.4M 350k 21.15
Microsoft Corporation (MSFT) 2.1 $7.2M 250k 28.60
National-Oilwell Var 2.1 $7.1M 100k 70.75
Deere & Company (DE) 0.6 $2.2M 25k 86.00