Gabalex Capital Management

Gabalex Capital Management as of Sept. 30, 2014

Portfolio Holdings for Gabalex Capital Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wal-Mart Stores (WMT) 21.1 $54M 700k 76.47
Home Depot (HD) 12.7 $32M 350k 91.74
W.W. Grainger (GWW) 12.4 $32M 125k 251.65
Microsoft Corporation (MSFT) 11.0 $28M 600k 46.36
Berkshire Hathaway (BRK.B) 8.2 $21M 150k 138.14
Potash Corp. Of Saskatchewan I 7.5 $19M 550k 34.56
Devon Energy Corporation (DVN) 5.4 $14M 200k 68.18
International Business Machines (IBM) 5.2 $13M 70k 189.83
Baxter International (BAX) 5.0 $13M 175k 71.77
Accenture (ACN) 4.8 $12M 150k 81.32
Aetna 4.8 $12M 150k 81.00
McDonald's Corporation (MCD) 1.9 $4.7M 50k 94.82