Gabalex Capital Management

Gabalex Capital Management as of March 31, 2014

Portfolio Holdings for Gabalex Capital Management

Gabalex Capital Management holds 12 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wal-Mart Stores (WMT) 19.2 $54M 700k 76.43
Home Depot (HD) 14.2 $40M 500k 79.13
Microsoft Corporation (MSFT) 13.3 $37M 900k 40.99
W.W. Grainger (GWW) 11.3 $32M 125k 252.66
Potash Corp. Of Saskatchewan I 8.5 $24M 650k 36.22
Devon Energy Corporation (DVN) 8.4 $23M 350k 66.93
Berkshire Hathaway (BRK.B) 6.7 $19M 150k 124.97
Aetna 5.4 $15M 200k 74.97
McDonald's Corporation (MCD) 4.4 $12M 125k 98.03
Medtronic 3.3 $9.2M 150k 61.54
Accenture (ACN) 2.9 $8.0M 100k 79.72
Walgreen Company 2.4 $6.6M 100k 66.03