Taube Hodson Stonex Partners as of March 31, 2014
Portfolio Holdings for Taube Hodson Stonex Partners
Taube Hodson Stonex Partners holds 18 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mondelez Intl | 9.5 | $91M | 2.6M | 34.69 | |
| Pepsi | 8.4 | $80M | 962k | 83.50 | |
| Intuit | 8.2 | $79M | 1.0M | 77.73 | |
| Walt Disney | 7.8 | $75M | 934k | 80.07 | |
| Varian Med Sys | 7.7 | $74M | 877k | 83.99 | |
| St Joe | 7.4 | $71M | 3.7M | 19.25 | |
| Patterson Uti Energy | 6.4 | $61M | 1.9M | 31.68 | |
| Transocean | 6.3 | $60M | 1.5M | 41.34 | |
| Fresh Market | 5.7 | $55M | 1.6M | 33.60 | |
| Utd Parcel Serv class b | 5.6 | $54M | 550k | 97.38 | |
| Bunge | 5.4 | $52M | 650k | 79.51 | |
| Mosaic | 5.1 | $49M | 986k | 50.00 | |
| Lennar Corp class a | 4.7 | $46M | 1.1M | 39.62 | |
| Stanley Black&deckr | 4.3 | $41M | 510k | 81.24 | |
| Yum Brands | 3.9 | $38M | 501k | 75.39 | |
| Apache | 2.9 | $28M | 334k | 82.95 | |
| Amgen | 0.5 | $4.7M | 380k | 12.34 | |
| Lennar Corp cl b | 0.3 | $2.7M | 84k | 32.64 |
