Taube Hodson Stonex Partners as of March 31, 2012
Portfolio Holdings for Taube Hodson Stonex Partners
Taube Hodson Stonex Partners holds 15 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pfizer (PFE) | 10.5 | $132M | 5.8M | 22.66 | |
| Transocean (RIG) | 9.1 | $113M | 2.1M | 54.70 | |
| Pepsi (PEP) | 8.9 | $111M | 1.7M | 66.35 | |
| Intel Corporation (INTC) | 8.8 | $110M | 3.9M | 28.12 | |
| Lennar Corporation (LEN) | 8.6 | $107M | 3.9M | 27.18 | |
| Yum! Brands (YUM) | 8.5 | $106M | 1.5M | 71.18 | |
| Human Genome Sciences | 7.3 | $92M | 11M | 8.24 | |
| Bunge | 6.2 | $78M | 1.1M | 68.44 | |
| Walt Disney Company (DIS) | 5.8 | $72M | 1.6M | 43.78 | |
| St. Joe Company (JOE) | 5.5 | $68M | 3.6M | 19.01 | |
| Exelon Corporation (EXC) | 5.3 | $67M | 1.7M | 39.36 | |
| Mosaic (MOS) | 5.1 | $63M | 1.1M | 55.29 | |
| Patterson-UTI Energy (PTEN) | 4.7 | $58M | 3.4M | 17.29 | |
| Apache Corporation | 4.7 | $58M | 579k | 100.44 | |
| Clearwire Corporation | 1.1 | $14M | 6.0M | 2.28 |
