Taube Hodson Stonex Partners as of Sept. 30, 2012
Portfolio Holdings for Taube Hodson Stonex Partners
Taube Hodson Stonex Partners holds 13 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pfizer | 14.6 | $158M | 6.4M | 24.85 | |
| Pepsi | 11.9 | $129M | 1.8M | 70.77 | |
| Transocean | 11.5 | $125M | 2.8M | 44.89 | |
| Yum Brands | 9.7 | $106M | 1.6M | 66.34 | |
| Walt Disney | 8.6 | $94M | 1.8M | 52.28 | |
| St Joe | 8.2 | $90M | 4.6M | 19.50 | |
| Bunge | 7.7 | $83M | 1.2M | 67.05 | |
| Mosaic | 6.7 | $73M | 1.3M | 57.61 | |
| Adobe Systems | 6.4 | $69M | 2.1M | 32.44 | |
| Patterson Uti Energy | 5.4 | $58M | 3.7M | 15.82 | |
| Apache | 5.0 | $55M | 635k | 86.47 | |
| Stanley Black&deckr | 3.6 | $39M | 509k | 76.25 | |
| Clearwire Corp new cl a | 0.8 | $8.2M | 6.1M | 1.34 |
