Theleme Partners

Theleme Partners as of Dec. 31, 2010

Portfolio Holdings for Theleme Partners

Theleme Partners holds 8 positions in its portfolio as reported in the December 2010 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wells Fargo & Company (WFC) 30.2 $132M 4.3M 30.99
Cme (CME) 18.4 $80M 250k 321.75
Union Pacific Corporation (UNP) 15.4 $67M 728k 92.66
Oracle Corporation (ORCL) 8.9 $39M 1.2M 31.30
Crown Castle International 8.4 $37M 840k 43.83
Community Health Systems (CYH) 7.4 $32M 865k 37.37
Omni (OMC) 5.6 $25M 535k 45.80
Kraft Foods 5.6 $24M 772k 31.51