Gabalex Capital Management

Gabalex Capital Management as of Sept. 30, 2013

Portfolio Holdings for Gabalex Capital Management

Gabalex Capital Management holds 14 positions in its portfolio as reported in the September 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wal-Mart Stores (WMT) 22.4 $63M 850k 73.96
Home Depot (HD) 13.5 $38M 500k 75.85
Microsoft Corporation (MSFT) 11.9 $33M 1.0M 33.28
Berkshire Hathaway (BRK.B) 10.1 $28M 250k 113.51
Intel Corporation (INTC) 8.2 $23M 1.0M 22.92
Potash Corp. Of Saskatchewan I 6.1 $17M 550k 31.28
McDonald's Corporation (MCD) 5.2 $14M 150k 96.21
Walgreen Company 4.8 $14M 250k 53.80
Devon Energy Corporation (DVN) 4.8 $13M 750k 17.82
Accenture (ACN) 3.9 $11M 150k 73.64
Medtronic 2.9 $8.0M 150k 53.25
Market Vectors Gold Miners ETF 2.7 $7.5M 300k 25.02
Aetna 2.3 $6.4M 100k 64.02
Peabody Energy Corporation 1.2 $3.5M 200k 17.25