Gabalex Capital Management as of June 30, 2014
Portfolio Holdings for Gabalex Capital Management
Gabalex Capital Management holds 14 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wal-Mart Stores (WMT) | 19.8 | $53M | 700k | 75.07 | |
| Microsoft Corporation (MSFT) | 12.5 | $33M | 800k | 41.70 | |
| Home Depot (HD) | 12.2 | $32M | 400k | 80.96 | |
| W.W. Grainger (GWW) | 11.9 | $32M | 125k | 254.27 | |
| Potash Corp. Of Saskatchewan I | 7.8 | $21M | 550k | 37.96 | |
| Berkshire Hathaway (BRK.B) | 7.1 | $19M | 150k | 126.56 | |
| Aetna | 6.1 | $16M | 200k | 81.08 | |
| Devon Energy Corporation (DVN) | 6.0 | $16M | 200k | 79.40 | |
| McDonald's Corporation (MCD) | 4.7 | $13M | 125k | 100.74 | |
| Accenture (ACN) | 3.0 | $8.1M | 100k | 80.84 | |
| Walgreen Company | 2.8 | $7.4M | 100k | 74.13 | |
| Medtronic | 2.4 | $6.4M | 100k | 63.76 | |
| priceline.com Incorporated | 2.3 | $6.0M | 5.0k | 1203.00 | |
| Baxter International (BAX) | 1.4 | $3.6M | 50k | 72.30 |
