Theleme Partners

Theleme Partners as of March 31, 2011

Portfolio Holdings for Theleme Partners

Theleme Partners holds 9 positions in its portfolio as reported in the March 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wells Fargo & Company (WFC) 25.9 $129M 4.1M 31.71
Cme (CME) 14.0 $70M 231k 301.55
Tempur-Pedic International (TPX) 13.2 $66M 1.3M 50.66
Crown Castle International 10.1 $50M 1.2M 42.55
Community Health Systems (CYH) 9.3 $46M 1.2M 39.99
Oracle Corporation (ORCL) 7.9 $39M 1.2M 33.43
Union Pacific Corporation (UNP) 7.9 $39M 399k 98.33
MasterCard Incorporated (MA) 6.1 $30M 121k 251.72
AsiaInfo-Linkage 5.5 $28M 1.3M 21.65