Theleme Partners

Theleme Partners as of June 30, 2013

Portfolio Holdings for Theleme Partners

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wells Fargo & Company (WFC) 25.2 $318M 7.7M 41.27
American Express 12.6 $159M 2.1M 74.76
Cme (CME) 11.2 $141M 1.9M 75.95
Charles Schwab Corporation (SCHW) 10.0 $126M 5.9M 21.23
Mohawk Industries (MHK) 8.1 $102M 906k 112.49
Lowe's Companies (LOW) 7.7 $97M 2.4M 40.90
Dollar General (DG) 6.5 $82M 1.6M 50.43
McGraw-Hill Companies 6.4 $81M 1.5M 53.19
Masco Corporation (MAS) 3.6 $45M 2.3M 19.49
Hanesbrands (HBI) 3.1 $39M 755k 51.42
Hertz Global Holdings 2.9 $37M 1.5M 24.80
MasterCard Incorporated (MA) 2.7 $35M 60k 574.50