Gabalex Capital Management as of June 30, 2021
Portfolio Holdings for Gabalex Capital Management
Gabalex Capital Management holds 21 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 7.8 | $17M | 60k | 277.92 | |
| Honeywell International (HON) | 7.2 | $15M | 70k | 219.36 | |
| Home Depot (HD) | 7.1 | $15M | 48k | 318.88 | |
| Wal-Mart Stores (WMT) | 7.0 | $15M | 105k | 141.02 | |
| Facebook Cl A (META) | 6.5 | $14M | 40k | 347.70 | |
| Merck & Co (MRK) | 5.9 | $12M | 160k | 77.77 | |
| Microsoft Corporation (MSFT) | 5.7 | $12M | 45k | 270.91 | |
| Unilever Spon Adr New (UL) | 5.5 | $12M | 200k | 58.50 | |
| Visa Com Cl A (V) | 5.5 | $12M | 50k | 233.82 | |
| Apple (AAPL) | 5.5 | $12M | 85k | 136.96 | |
| Bank of America Corporation (BAC) | 5.3 | $11M | 275k | 41.23 | |
| Select Sector Spdr Tr Sbi Materials (XLB) | 5.2 | $11M | 135k | 82.31 | |
| Royal Dutch Shell Spon Adr B | 4.6 | $9.7M | 250k | 38.83 | |
| Coca-Cola Company (KO) | 4.1 | $8.7M | 160k | 54.11 | |
| UnitedHealth (UNH) | 3.8 | $8.0M | 20k | 400.45 | |
| Rio Tinto Sponsored Adr (RIO) | 2.8 | $5.9M | 70k | 83.89 | |
| Verizon Communications (VZ) | 2.6 | $5.6M | 100k | 56.03 | |
| Walt Disney Company (DIS) | 2.5 | $5.3M | 30k | 175.77 | |
| Johnson & Johnson (JNJ) | 2.3 | $4.9M | 30k | 164.73 | |
| Qualcomm (QCOM) | 2.0 | $4.3M | 30k | 142.93 | |
| Pepsi (PEP) | 1.0 | $2.2M | 15k | 148.20 |
