Gabalex Capital Management

Gabalex Capital Management as of Dec. 31, 2010

Portfolio Holdings for Gabalex Capital Management

Gabalex Capital Management holds 25 positions in its portfolio as reported in the December 2010 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Devon Energy Corporation (DVN) 32.5 $126M 1.6M 78.51
Exxon Mobil Corporation (XOM) 18.4 $71M 975k 73.12
Potash Corp. Of Saskatchewan I 7.8 $30M 195k 154.83
BP (BP) 5.7 $22M 500k 44.17
National-Oilwell Var 4.3 $17M 250k 67.25
Home Depot (HD) 3.6 $14M 400k 35.06
McDonald's Corporation (MCD) 3.0 $12M 150k 76.76
Deere & Company (DE) 2.7 $10M 125k 83.05
Accenture (ACN) 2.5 $9.7M 200k 48.49
Whirlpool Corporation (WHR) 2.4 $9.3M 105k 88.83
Intel Corporation (INTC) 2.2 $8.4M 400k 21.03
Walgreen Company 2.0 $7.8M 200k 38.96
Medtronic 1.9 $7.4M 200k 37.09
Microsoft Corporation (MSFT) 1.9 $7.3M 950k 7.66
SPDR Gold Trust (GLD) 1.8 $6.9M 50k 138.72
Johnson & Johnson (JNJ) 1.5 $5.7M 650k 8.83
Morgan Stanley China A Share Fund (CAF) 1.4 $5.5M 200k 27.35
Cisco Systems (CSCO) 1.3 $5.1M 250k 20.23
Medco Health Solutions 1.2 $4.6M 75k 61.27
Chemtura Corporation 1.0 $4.0M 250k 15.98
Mindray Medical International 0.8 $3.2M 120k 26.40
Chubb Corporation 0.1 $270k 360k 0.75
Petrobras Energia Participaciones SA 0.0 $50k 165k 0.30
Aluminum Corp. of China 0.0 $26k 10k 2.60
ProShares UltraShort 20+ Year Trea 0.0 $37k 100k 0.37