Taube Hodson Stonex Partners as of June 30, 2011
Portfolio Holdings for Taube Hodson Stonex Partners
Taube Hodson Stonex Partners holds 15 positions in its portfolio as reported in the June 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Intel Corporation (INTC) | 11.0 | $299M | 14M | 22.16 | |
| News Corporation | 10.4 | $284M | 16M | 18.08 | |
| McKesson Corporation (MCK) | 9.9 | $270M | 3.2M | 83.85 | |
| Yum! Brands (YUM) | 9.7 | $265M | 4.8M | 55.24 | |
| Pfizer (PFE) | 9.6 | $261M | 13M | 20.60 | |
| Pepsi (PEP) | 9.1 | $247M | 3.5M | 70.43 | |
| Transocean (RIG) | 7.9 | $217M | 3.4M | 64.56 | |
| Bunge | 6.3 | $173M | 2.5M | 68.95 | |
| Exelon Corporation (EXC) | 5.8 | $158M | 3.7M | 42.84 | |
| Apache Corporation | 5.7 | $155M | 1.3M | 123.39 | |
| Lennar Corporation (LEN) | 5.5 | $152M | 8.4M | 18.15 | |
| Human Genome Sciences | 4.7 | $127M | 5.2M | 24.54 | |
| St. Joe Company (JOE) | 4.1 | $111M | 5.3M | 20.84 | |
| Clearwire Corporation | 0.2 | $6.9M | 1.8M | 3.78 | |
| Best Buy (BBY) | 0.1 | $3.0M | 95k | 31.56 |
