Taube Hodson Stonex Partners as of March 31, 2015
Portfolio Holdings for Taube Hodson Stonex Partners
Taube Hodson Stonex Partners holds 16 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Intuit (INTU) | 10.4 | $91M | 939k | 96.96 | |
| Mondelez Int (MDLZ) | 10.1 | $88M | 2.4M | 36.24 | |
| Golar Lng (GLNG) | 9.9 | $86M | 2.6M | 33.28 | |
| Pepsi (PEP) | 9.7 | $85M | 890k | 95.62 | |
| Fresh Market | 9.6 | $84M | 2.1M | 40.64 | |
| St. Joe Company (JOE) | 7.6 | $66M | 3.6M | 18.56 | |
| Yum! Brands (YUM) | 7.0 | $61M | 775k | 78.72 | |
| Lennar Corporation (LEN) | 6.5 | $57M | 1.1M | 51.81 | |
| Amgen | 6.4 | $56M | 349k | 159.85 | |
| Bunge | 5.7 | $50M | 601k | 82.36 | |
| United Parcel Service (UPS) | 5.6 | $49M | 508k | 96.94 | |
| Mosaic (MOS) | 4.8 | $42M | 911k | 46.06 | |
| Ubiquiti Networks | 4.2 | $36M | 1.2M | 29.55 | |
| Apache Corp Com Stk | 2.1 | $19M | 309k | 60.33 | |
| Varian Medical Systems | 0.4 | $3.2M | 34k | 94.09 | |
| Lennar Corporation (LEN.B) | 0.2 | $1.7M | 40k | 41.11 |
