Theleme Partners

Theleme Partners as of Dec. 31, 2014

Portfolio Holdings for Theleme Partners

Theleme Partners holds 8 positions in its portfolio as reported in the December 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wells Fargo & Company (WFC) 27.1 $453M 8.3M 54.82
Charles Schwab Corporation (SCHW) 21.7 $362M 12M 30.19
Bank of America Corporation (BAC) 14.1 $235M 13M 17.89
Mohawk Industries (MHK) 11.9 $200M 1.3M 155.36
McGraw-Hill Companies 8.4 $141M 1.6M 88.98
Visa (V) 6.1 $101M 387k 262.20
Microsoft Corporation (MSFT) 5.5 $93M 2.0M 46.45
BorgWarner (BWA) 5.1 $86M 1.6M 54.95