Gabalex Capital Management

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