Theleme Partners as of June 30, 2012
Portfolio Holdings for Theleme Partners
Theleme Partners holds 6 positions in its portfolio as reported in the June 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wells Fargo & Company (WFC) | 52.7 | $348M | 10M | 33.44 | |
| Canadian Pacific Railway | 14.7 | $97M | 1.3M | 73.26 | |
| Cme (CME) | 11.1 | $73M | 272k | 268.11 | |
| Fortune Brands (FBIN) | 7.7 | $51M | 2.3M | 22.27 | |
| Masco Corporation (MAS) | 7.1 | $47M | 3.4M | 13.87 | |
| Tempur-Pedic International (TPX) | 6.7 | $45M | 1.9M | 23.39 |
