Theleme Partners

Theleme Partners as of June 30, 2011

Portfolio Holdings for Theleme Partners

Theleme Partners holds 10 positions in its portfolio as reported in the June 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wells Fargo & Company (WFC) 97.2 $19B 6.6M 2806.00
Tempur-Pedic International (TPX) 0.5 $97M 1.4M 67.82
Cme (CME) 0.4 $81M 279k 291.59
Visa (V) 0.3 $67M 790k 84.26
Goodrich Corporation 0.3 $64M 667k 95.50
Community Health Systems (CYH) 0.3 $58M 2.3M 25.68
Union Pacific Corporation (UNP) 0.3 $56M 533k 104.40
Crown Castle International 0.2 $48M 1.2M 40.79
Sotheby's 0.2 $47M 1.1M 43.50
AsiaInfo-Linkage 0.1 $28M 1.7M 16.56