Theleme Partners

Theleme Partners as of Sept. 30, 2013

Portfolio Holdings for Theleme Partners

Theleme Partners holds 14 positions in its portfolio as reported in the September 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wells Fargo & Company (WFC) 23.5 $348M 8.4M 41.32
American Express Company (AXP) 9.0 $134M 1.8M 75.52
Charles Schwab Corporation (SCHW) 8.7 $129M 6.1M 21.14
Lowe's Companies (LOW) 8.6 $127M 2.7M 47.61
McGraw-Hill Companies 7.7 $114M 1.7M 65.59
Dollar General (DG) 6.8 $101M 1.8M 56.46
Bank of America Corporation (BAC) 6.2 $92M 6.6M 13.80
Hertz Global Holdings 4.7 $70M 3.2M 22.16
MasterCard Incorporated (MA) 4.6 $69M 102k 672.78
Mohawk Industries (MHK) 4.6 $69M 527k 130.25
Masco Corporation (MAS) 3.9 $58M 2.7M 21.28
Cme (CME) 3.9 $58M 785k 73.88
Hanesbrands (HBI) 3.9 $57M 921k 62.31
BorgWarner (BWA) 3.9 $57M 563k 101.39