Theleme Partners

Theleme Partners as of Sept. 30, 2012

Portfolio Holdings for Theleme Partners

Theleme Partners holds 8 positions in its portfolio as reported in the September 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wells Fargo & Company (WFC) 37.7 $348M 10M 34.53
Cme (CME) 14.8 $137M 2.4M 57.29
Canadian Pacific Railway 10.6 $98M 1.2M 82.89
American Express Company (AXP) 9.4 $86M 1.5M 56.86
Fortune Brands (FBIN) 8.1 $74M 2.8M 27.01
Newell Rubbermaid (NWL) 7.9 $73M 3.8M 19.09
Tempur-Pedic International (TPX) 6.3 $58M 1.9M 29.89
Masco Corporation (MAS) 5.2 $48M 3.2M 15.05