Gabalex Capital Management as of March 31, 2022
Portfolio Holdings for Gabalex Capital Management
Gabalex Capital Management holds 16 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 11.4 | $25M | 70k | 352.91 | |
| Wal-Mart Stores (WMT) | 9.6 | $21M | 140k | 148.92 | |
| Honeywell International (HON) | 9.0 | $20M | 100k | 194.58 | |
| Coca-Cola Company (KO) | 8.6 | $19M | 300k | 62.00 | |
| Microsoft Corporation (MSFT) | 7.1 | $15M | 50k | 308.32 | |
| UnitedHealth (UNH) | 7.1 | $15M | 30k | 509.97 | |
| Apple (AAPL) | 6.8 | $15M | 85k | 174.61 | |
| Home Depot (HD) | 6.6 | $14M | 48k | 299.33 | |
| Shell Spon Ads (SHEL) | 6.3 | $14M | 250k | 54.93 | |
| Bank of America Corporation (BAC) | 5.7 | $12M | 300k | 41.22 | |
| Meta Platforms Cl A (META) | 5.1 | $11M | 50k | 222.36 | |
| Walt Disney Company (DIS) | 4.4 | $9.6M | 70k | 137.16 | |
| Merck & Co (MRK) | 3.8 | $8.2M | 100k | 82.05 | |
| Rio Tinto Sponsored Adr (RIO) | 3.3 | $7.2M | 90k | 80.40 | |
| Qualcomm (QCOM) | 3.2 | $6.9M | 45k | 152.82 | |
| Visa Com Cl A (V) | 2.0 | $4.4M | 20k | 221.75 |
