Theleme Partners

Theleme Partners as of Dec. 31, 2012

Portfolio Holdings for Theleme Partners

Theleme Partners holds 12 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wells Fargo & Company (WFC) 28.2 $365M 11M 34.18
American Express Company (AXP) 10.8 $139M 2.4M 57.48
Canadian Pacific Railway 9.7 $125M 1.2M 101.62
Cme (CME) 9.3 $121M 2.4M 50.67
Dollar General (DG) 8.4 $108M 2.5M 44.09
Newell Rubbermaid (NWL) 6.5 $85M 3.8M 22.27
Lowe's Companies (LOW) 6.5 $84M 2.4M 35.52
Mohawk Industries (MHK) 5.5 $72M 793k 90.47
News Corporation 5.4 $69M 2.7M 25.51
Tempur-Pedic International (TPX) 4.0 $51M 1.6M 31.49
Masco Corporation (MAS) 2.9 $38M 2.3M 16.66
Fortune Brands (FBIN) 2.8 $36M 1.2M 29.22