Theleme Partners

Theleme Partners as of Dec. 31, 2013

Portfolio Holdings for Theleme Partners

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wells Fargo & Company (WFC) 22.9 $386M 8.5M 45.40
Charles Schwab Corporation (SCHW) 9.7 $164M 6.3M 26.00
American Express Company (AXP) 9.0 $151M 1.7M 90.73
Bank of America Corporation (BAC) 8.4 $142M 9.1M 15.57
McGraw-Hill Companies 8.0 $135M 1.7M 78.20
Lowe's Companies (LOW) 7.4 $125M 2.5M 49.55
BorgWarner (BWA) 6.7 $114M 2.0M 55.91
Dollar General (DG) 6.4 $107M 1.8M 60.32
MasterCard Incorporated (MA) 5.0 $85M 102k 835.46
Mohawk Industries (MHK) 4.1 $70M 468k 148.90
Cme (CME) 3.9 $66M 840k 78.46
Hanesbrands (HBI) 3.8 $65M 921k 70.27
Masco Corporation (MAS) 3.4 $58M 2.5M 22.77
Hertz Global Holdings 1.1 $20M 680k 28.62