Gabalex Capital Management

Gabalex Capital Management as of Dec. 31, 2011

Portfolio Holdings for Gabalex Capital Management

Gabalex Capital Management holds 23 positions in its portfolio as reported in the December 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Exxon Mobil Corporation (XOM) 12.2 $23M 1.0M 22.50
Home Depot (HD) 11.4 $21M 500k 42.04
Potash Corp. Of Saskatchewan I 10.0 $19M 450k 41.28
McDonald's Corporation (MCD) 8.1 $15M 150k 100.33
Intel Corporation (INTC) 7.9 $15M 600k 24.25
Yahoo! 6.1 $11M 700k 16.13
Accenture (ACN) 5.8 $11M 200k 53.23
Google 5.2 $9.7M 15k 645.93
Deere & Company (DE) 5.2 $9.7M 125k 77.35
Medtronic 4.1 $7.7M 200k 38.25
SPDR Gold Trust (GLD) 4.1 $7.6M 50k 152.00
Johnson & Johnson (JNJ) 3.8 $7.0M 650k 10.81
National-Oilwell Var 3.7 $6.8M 100k 67.99
Walgreen Company 3.6 $6.6M 200k 33.06
General Motors Company (GM) 2.7 $5.1M 250k 20.27
Peabody Energy Corporation 2.1 $4.0M 120k 33.11
Devon Energy Corporation (DVN) 1.6 $3.0M 950k 3.17
Wal-Mart Stores (WMT) 1.3 $2.5M 250k 9.90
salesforce (CRM) 0.4 $739k 35k 21.11
Chipotle Mexican Grill (CMG) 0.2 $400k 25k 16.00
Cisco Systems (CSCO) 0.2 $390k 250k 1.56
Whirlpool Corporation (WHR) 0.1 $237k 5.0k 47.40
Apple (AAPL) 0.0 $1.0k 5.0k 0.20