Gabalex Capital Management

Gabalex Capital Management as of March 31, 2011

Portfolio Holdings for Gabalex Capital Management

Gabalex Capital Management holds 22 positions in its portfolio as reported in the March 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Exxon Mobil Corporation (XOM) 22.8 $82M 975k 84.13
Devon Energy Corporation (DVN) 21.7 $78M 850k 91.77
Johnson & Johnson (JNJ) 10.7 $39M 650k 59.25
Potash Corp. Of Saskatchewan I 7.4 $27M 450k 58.93
BP (BP) 4.9 $18M 400k 44.14
Home Depot (HD) 4.1 $15M 400k 37.06
Deere & Company (DE) 3.4 $12M 125k 96.89
McDonald's Corporation (MCD) 3.2 $11M 150k 76.09
Accenture (ACN) 3.1 $11M 200k 54.97
Whirlpool Corporation (WHR) 2.5 $9.0M 105k 85.36
Intel Corporation (INTC) 2.2 $8.1M 400k 20.18
Walgreen Company 2.2 $8.0M 200k 40.14
National-Oilwell Var 2.2 $7.9M 100k 79.27
Medtronic 2.2 $7.9M 200k 39.35
SPDR Gold Trust (GLD) 1.9 $7.0M 50k 139.86
Google 1.6 $5.9M 10k 586.80
General Motors Company (GM) 1.5 $5.4M 175k 31.03
Cisco Systems (CSCO) 1.2 $4.3M 250k 17.15
Mindray Medical International 0.8 $3.0M 120k 25.20
Morgan Stanley China A Share Fund (CAF) 0.1 $466k 16k 28.75
Netflix (NFLX) 0.1 $263k 10k 26.30
Aluminum Corp. of China 0.0 $16k 10k 1.60