Gabalex Capital Management

Gabalex Capital Management as of March 31, 2015

Portfolio Holdings for Gabalex Capital Management

Gabalex Capital Management holds 14 positions in its portfolio as reported in the March 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wal-Mart Stores (WMT) 17.4 $49M 600k 82.25
W.W. Grainger (GWW) 15.0 $42M 180k 235.81
Home Depot (HD) 12.1 $34M 300k 113.61
Microsoft Corporation (MSFT) 11.5 $33M 800k 40.66
Berkshire Hathaway (BRK.B) 7.7 $22M 150k 144.32
priceline.com Incorporated 6.2 $18M 15k 1164.13
Aetna 5.7 $16M 150k 106.53
Potash Corp. Of Saskatchewan I 5.1 $15M 450k 32.25
Baxter International (BAX) 4.8 $14M 200k 68.50
Schlumberger (SLB) 4.7 $13M 160k 83.44
Wells Fargo & Company (WFC) 3.9 $11M 200k 54.40
Pepsi (PEP) 2.5 $7.2M 75k 95.63
Kansas City Southern 1.8 $5.1M 50k 102.08
Accenture (ACN) 1.7 $4.7M 50k 93.70