Theleme Partners

Theleme Partners as of March 31, 2013

Portfolio Holdings for Theleme Partners

Theleme Partners holds 12 positions in its portfolio as reported in the March 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wells Fargo & Company (WFC) 24.6 $310M 8.4M 36.99
American Express Company (AXP) 13.3 $167M 2.5M 67.46
Cme (CME) 11.5 $144M 2.4M 61.41
Newell Rubbermaid (NWL) 7.9 $99M 3.8M 26.10
Mohawk Industries (MHK) 7.1 $90M 793k 113.12
Lowe's Companies (LOW) 7.1 $90M 2.4M 37.92
Dollar General (DG) 7.1 $89M 1.8M 50.58
Charles Schwab Corporation (SCHW) 6.8 $86M 4.8M 17.69
McGraw-Hill Companies 4.1 $52M 995k 52.08
Fortune Brands (FBIN) 3.7 $47M 1.2M 37.43
Canadian Pacific Railway 3.5 $44M 340k 130.47
Masco Corporation (MAS) 3.1 $39M 1.9M 20.25