Gabalex Capital Management as of Dec. 31, 2013
Portfolio Holdings for Gabalex Capital Management
Gabalex Capital Management holds 14 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wal-Mart Stores (WMT) | 20.4 | $67M | 850k | 78.69 | |
| Home Depot (HD) | 12.6 | $41M | 500k | 82.34 | |
| Microsoft Corporation (MSFT) | 11.4 | $37M | 1.0M | 37.41 | |
| Devon Energy Corporation (DVN) | 9.5 | $31M | 500k | 61.87 | |
| Potash Corp. Of Saskatchewan I | 8.6 | $28M | 850k | 32.96 | |
| W.W. Grainger (GWW) | 7.8 | $26M | 100k | 255.42 | |
| Berkshire Hathaway (BRK.B) | 6.3 | $21M | 175k | 118.56 | |
| McDonald's Corporation (MCD) | 4.5 | $15M | 150k | 97.03 | |
| Walgreen Company | 4.4 | $14M | 250k | 57.44 | |
| Aetna | 4.2 | $14M | 200k | 68.59 | |
| Intel Corporation (INTC) | 4.0 | $13M | 500k | 25.96 | |
| Medtronic | 2.6 | $8.6M | 150k | 57.39 | |
| Accenture (ACN) | 2.5 | $8.2M | 100k | 82.22 | |
| Peabody Energy Corporation | 1.2 | $3.9M | 200k | 19.53 |
