Gabalex Capital Management

Gabalex Capital Management as of June 30, 2012

Portfolio Holdings for Gabalex Capital Management

Gabalex Capital Management holds 17 positions in its portfolio as reported in the June 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wal-Mart Stores (WMT) 20.8 $70M 1.0M 69.72
Berkshire Hathaway (BRK.B) 12.4 $42M 500k 83.33
Devon Energy Corporation (DVN) 11.7 $39M 675k 57.99
Exxon Mobil Corporation (XOM) 9.6 $32M 375k 85.57
Home Depot (HD) 7.9 $27M 500k 52.99
Potash Corp. Of Saskatchewan I 5.9 $20M 450k 43.69
Intel Corporation (INTC) 5.6 $19M 700k 26.65
McDonald's Corporation (MCD) 5.3 $18M 200k 88.53
Accenture (ACN) 4.0 $14M 225k 60.09
Yahoo! 3.3 $11M 700k 15.83
Deere & Company (DE) 3.0 $10M 125k 80.87
Medtronic 2.3 $7.7M 200k 38.73
SPDR Gold Trust (GLD) 2.3 $7.8M 50k 155.20
Walgreen Company 2.2 $7.4M 250k 29.58
National-Oilwell Var 1.9 $6.4M 100k 64.44
Peabody Energy Corporation 1.5 $4.9M 200k 24.52
Chipotle Mexican Grill (CMG) 0.1 $483k 10k 48.30