Gabalex Capital Management as of June 30, 2013
Portfolio Holdings for Gabalex Capital Management
Gabalex Capital Management holds 14 positions in its portfolio as reported in the June 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Devon Energy Corporation (DVN) | 18.2 | $52M | 1.0M | 51.88 | |
Home Depot (HD) | 13.6 | $39M | 500k | 77.47 | |
Berkshire Hathaway (BRK.B) | 11.8 | $34M | 300k | 111.92 | |
Microsoft Corporation (MSFT) | 10.9 | $31M | 900k | 34.55 | |
Intel Corporation (INTC) | 8.5 | $24M | 1.0M | 24.23 | |
Wal-Mart Stores (WMT) | 8.3 | $24M | 800k | 29.52 | |
McDonald's Corporation (MCD) | 5.2 | $15M | 150k | 99.00 | |
Accenture (ACN) | 5.1 | $14M | 200k | 71.96 | |
Potash Corp. Of Saskatchewan I | 4.7 | $13M | 350k | 38.13 | |
Walgreen Company | 3.9 | $11M | 250k | 44.20 | |
Medtronic | 3.6 | $10M | 200k | 51.47 | |
Market Vectors Gold Miners ETF | 2.6 | $7.3M | 300k | 24.49 | |
National-Oilwell Var | 2.4 | $6.9M | 100k | 68.90 | |
Peabody Energy Corporation | 1.0 | $2.9M | 200k | 14.64 |