Taube Hodson Stonex Partners as of June 30, 2013
Portfolio Holdings for Taube Hodson Stonex Partners
Taube Hodson Stonex Partners holds 16 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pfizer (PFE) | 11.2 | $114M | 4.1M | 28.01 | |
| Pepsi (PEP) | 9.4 | $96M | 1.2M | 81.79 | |
| Transocean (RIG) | 8.4 | $85M | 1.8M | 47.95 | |
| Intuit (INTU) | 7.4 | $76M | 1.2M | 61.04 | |
| St. Joe Company (JOE) | 7.4 | $75M | 3.6M | 21.05 | |
| Mondelez Int (MDLZ) | 7.2 | $74M | 2.6M | 28.66 | |
| Walt Disney Company (DIS) | 7.1 | $72M | 1.1M | 63.15 | |
| Mosaic (MOS) | 6.3 | $65M | 1.2M | 53.81 | |
| Adobe Systems Incorporated (ADBE) | 6.1 | $62M | 1.4M | 45.56 | |
| Bunge | 5.5 | $56M | 791k | 70.77 | |
| Stanley Black & Decker (SWK) | 4.7 | $48M | 623k | 77.30 | |
| Patterson-UTI Energy (PTEN) | 4.5 | $46M | 2.4M | 19.35 | |
| Amgen (AMGN) | 4.5 | $45M | 460k | 98.66 | |
| Yum! Brands (YUM) | 4.2 | $42M | 611k | 69.34 | |
| Apache Corporation | 3.3 | $34M | 406k | 83.83 | |
| United Parcel Service (UPS) | 2.8 | $29M | 335k | 86.48 |
