Taube Hodson Stonex Partners as of March 31, 2011
Portfolio Holdings for Taube Hodson Stonex Partners
Taube Hodson Stonex Partners holds 16 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| News Corporation | 10.9 | $301M | 16M | 18.70 | |
| Intel Corporation (INTC) | 10.2 | $280M | 14M | 20.18 | |
| Pfizer (PFE) | 9.6 | $264M | 13M | 20.31 | |
| McKesson Corporation (MCK) | 9.5 | $261M | 3.3M | 79.23 | |
| Yum! Brands (YUM) | 9.2 | $253M | 4.9M | 51.38 | |
| Bunge | 6.7 | $186M | 2.6M | 72.33 | |
| Apache Corporation | 6.1 | $167M | 1.3M | 130.92 | |
| Alliance Data Systems Corporation (BFH) | 5.7 | $157M | 1.8M | 85.89 | |
| Exelon Corporation (EXC) | 5.7 | $156M | 3.8M | 41.24 | |
| Lennar Corporation (LEN) | 5.6 | $155M | 8.5M | 18.12 | |
| Pepsi (PEP) | 5.2 | $143M | 2.2M | 64.41 | |
| Human Genome Sciences | 5.1 | $141M | 5.1M | 27.45 | |
| Transocean (RIG) | 5.1 | $139M | 1.8M | 77.95 | |
| St. Joe Company (JOE) | 5.0 | $137M | 5.5M | 25.07 | |
| Clearwire Corporation | 0.4 | $11M | 1.9M | 5.59 | |
| Best Buy (BBY) | 0.1 | $2.7M | 95k | 28.72 |
