Gabalex Capital Management

Gabalex Capital Management as of June 30, 2011

Portfolio Holdings for Gabalex Capital Management

Gabalex Capital Management holds 20 positions in its portfolio as reported in the June 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Exxon Mobil Corporation (XOM) 23.0 $79M 975k 81.38
Devon Energy Corporation (DVN) 19.4 $67M 850k 78.81
Johnson & Johnson (JNJ) 12.5 $43M 650k 66.52
Potash Corp. Of Saskatchewan I 7.4 $26M 450k 56.99
Home Depot (HD) 5.2 $18M 500k 36.22
McDonald's Corporation (MCD) 3.7 $13M 150k 84.32
Google 3.7 $13M 25k 506.40
Accenture (ACN) 3.5 $12M 200k 60.42
Deere & Company (DE) 3.0 $10M 125k 82.45
Intel Corporation (INTC) 2.6 $8.9M 400k 22.16
Whirlpool Corporation (WHR) 2.5 $8.5M 105k 81.32
Walgreen Company 2.5 $8.5M 200k 42.46
National-Oilwell Var 2.3 $7.8M 100k 78.21
Medtronic 2.2 $7.7M 200k 38.53
General Motors Company (GM) 2.2 $7.6M 250k 30.36
SPDR Gold Trust (GLD) 2.1 $7.3M 50k 146.00
Cisco Systems (CSCO) 1.1 $3.9M 250k 15.61
Mindray Medical International 1.0 $3.4M 120k 28.05
Netflix (NFLX) 0.0 $125k 10k 12.50
Apple (AAPL) 0.0 $90k 5.0k 18.00