Gabalex Capital Management

Gabalex Capital Management as of Dec. 31, 2016

Portfolio Holdings for Gabalex Capital Management

Gabalex Capital Management holds 17 positions in its portfolio as reported in the December 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.B) 8.3 $24M 150k 162.98
Wal-Mart Stores (WMT) 8.2 $24M 350k 69.12
Home Depot (HD) 7.9 $24M 175k 134.08
W.W. Grainger (GWW) 7.8 $23M 100k 232.25
Honeywell International (HON) 7.8 $23M 200k 115.85
Royal Dutch Shell 7.3 $22M 375k 57.97
Schlumberger (SLB) 7.1 $21M 250k 83.95
Pepsi (PEP) 7.1 $21M 200k 104.63
Apple (AAPL) 5.9 $17M 150k 115.82
Merck & Co (MRK) 5.5 $16M 275k 58.87
Gilead Sciences (GILD) 5.4 $16M 225k 71.61
Activision Blizzard 4.9 $14M 400k 36.11
Microsoft Corporation (MSFT) 4.2 $12M 200k 62.14
priceline.com Incorporated 4.0 $12M 8.0k 1466.00
Prudential Financial (PRU) 3.5 $10M 100k 104.06
U.S. Bancorp (USB) 2.6 $7.7M 150k 51.37
Campbell Soup Company (CPB) 2.5 $7.6M 125k 60.47