Gabalex Capital Management

Gabalex Capital Management as of Dec. 31, 2014

Portfolio Holdings for Gabalex Capital Management

Gabalex Capital Management holds 13 positions in its portfolio as reported in the December 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wal-Mart Stores (WMT) 18.2 $52M 600k 85.88
W.W. Grainger (GWW) 14.8 $42M 165k 254.89
Home Depot (HD) 13.0 $37M 350k 104.97
Microsoft Corporation (MSFT) 11.5 $33M 700k 46.45
Berkshire Hathaway (BRK.B) 8.0 $23M 150k 150.15
Potash Corp. Of Saskatchewan I 6.9 $19M 550k 35.32
priceline.com Incorporated 6.0 $17M 15k 1140.20
Aetna 5.5 $16M 175k 88.83
Baxter International (BAX) 5.2 $15M 200k 73.29
Schlumberger (SLB) 4.8 $14M 160k 85.41
Accenture (ACN) 2.4 $6.7M 75k 89.31
Devon Energy Corporation (DVN) 2.2 $6.1M 100k 61.21
McDonald's Corporation (MCD) 1.6 $4.7M 50k 93.70