Taube Hodson Stonex Partners

Taube Hodson Stonex Partners as of Sept. 30, 2015

Portfolio Holdings for Taube Hodson Stonex Partners

Taube Hodson Stonex Partners holds 17 positions in its portfolio as reported in the September 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Mondelez Int (MDLZ) 11.7 $70M 1.7M 42.04
Pepsi (PEP) 9.6 $58M 615k 94.30
Intuit (INTU) 9.5 $57M 646k 88.75
St. Joe Company (JOE) 8.2 $49M 2.6M 19.13
Yum! Brands (YUM) 7.1 $43M 535k 79.95
Golar Lng (GLNG) 6.9 $41M 1.5M 27.88
Fresh Market 6.4 $39M 1.7M 22.59
News (NWSA) 6.1 $37M 2.9M 12.72
Lennar Corporation (LEN) 6.0 $36M 749k 48.13
United Parcel Service (UPS) 5.8 $35M 351k 98.69
Bunge 5.0 $30M 412k 73.30
Ubiquiti Networks 4.7 $29M 842k 33.89
NetSuite 4.5 $27M 325k 83.90
News Corp Class B cos (NWS) 3.7 $22M 1.7M 12.92
Mosaic (MOS) 3.2 $20M 627k 31.11
Apache Corp Com Stk 1.4 $8.4M 214k 39.16
Lennar Corporation (LEN.B) 0.2 $1.3M 34k 39.60