Theleme Partners

Theleme Partners as of June 30, 2014

Portfolio Holdings for Theleme Partners

Theleme Partners holds 10 positions in its portfolio as reported in the June 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wells Fargo & Company (WFC) 29.4 $442M 8.4M 52.56
Charles Schwab Corporation (SCHW) 18.5 $279M 10M 26.93
Bank of America Corporation (BAC) 12.0 $181M 12M 15.37
McGraw-Hill Companies 10.1 $151M 1.8M 83.03
Lowe's Companies (LOW) 6.6 $100M 2.1M 47.99
Mohawk Industries (MHK) 6.2 $93M 669k 138.34
BorgWarner (BWA) 6.0 $90M 1.4M 65.19
Hanesbrands (HBI) 5.3 $79M 806k 98.44
Microsoft Corporation (MSFT) 4.5 $67M 1.6M 41.70
Cme (CME) 1.6 $24M 340k 70.95