Taube Hodson Stonex Partners as of Sept. 30, 2011
Portfolio Holdings for Taube Hodson Stonex Partners
Taube Hodson Stonex Partners holds 14 positions in its portfolio as reported in the September 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Intel Corporation (INTC) | 11.2 | $153M | 7.2M | 21.34 | |
| News Corporation | 9.9 | $134M | 8.5M | 15.77 | |
| Yum! Brands (YUM) | 9.2 | $126M | 2.5M | 49.39 | |
| Pepsi (PEP) | 8.8 | $120M | 1.9M | 61.90 | |
| Pfizer (PFE) | 8.8 | $119M | 6.8M | 17.68 | |
| McKesson Corporation (MCK) | 8.7 | $118M | 1.6M | 73.07 | |
| Lennar Corporation (LEN) | 8.0 | $109M | 8.1M | 13.54 | |
| Human Genome Sciences | 7.3 | $100M | 7.9M | 12.69 | |
| Transocean (RIG) | 6.5 | $88M | 1.9M | 47.74 | |
| Exelon Corporation (EXC) | 6.2 | $84M | 2.0M | 42.61 | |
| Bunge | 5.7 | $77M | 1.3M | 58.29 | |
| St. Joe Company (JOE) | 5.6 | $76M | 5.1M | 14.99 | |
| Apache Corporation | 4.0 | $54M | 673k | 80.24 | |
| Clearwire Corporation | 0.2 | $3.1M | 1.3M | 2.33 |
