Taube Hodson Stonex Partners

Taube Hodson Stonex Partners as of Dec. 31, 2015

Portfolio Holdings for Taube Hodson Stonex Partners

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Mondelez Int (MDLZ) 12.1 $73M 1.6M 45.01
Intuit (INTU) 10.1 $60M 623k 96.50
Pepsi (PEP) 10.0 $60M 594k 100.62
Yum! Brands (YUM) 7.7 $46M 629k 73.05
St. Joe Company (JOE) 7.6 $46M 2.5M 18.51
Fresh Market 6.4 $39M 1.6M 23.42
NetSuite 6.4 $38M 451k 84.62
News (NWSA) 6.3 $38M 2.8M 13.36
Lennar Corporation (LEN) 5.9 $35M 723k 48.91
United Parcel Service (UPS) 5.4 $33M 339k 96.23
Bunge 4.5 $27M 398k 68.28
Ubiquiti Networks 4.3 $26M 810k 31.69
Golar Lng (GLNG) 3.9 $23M 1.4M 16.24
News Corp Class B cos (NWS) 3.8 $23M 1.6M 13.96
Mosaic (MOS) 3.8 $23M 822k 27.59
Apache Corp Com Stk 1.5 $9.2M 207k 44.47
Lennar Corporation (LEN.B) 0.2 $1.3M 32k 40.17