Lansdowne Partners Limited Partnership as of Dec. 31, 2011
Portfolio Holdings for Lansdowne Partners Limited Partnership
Lansdowne Partners Limited Partnership holds 28 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nike (NKE) | 15.9 | $564M | 5.9M | 96.37 | |
| 13.8 | $492M | 761k | 645.90 | ||
| Coca-Cola Company (KO) | 11.0 | $391M | 5.6M | 69.97 | |
| Anadarko Petroleum Corporation | 9.5 | $338M | 4.4M | 76.33 | |
| Wells Fargo & Company (WFC) | 7.2 | $257M | 9.3M | 27.56 | |
| JPMorgan Chase & Co. (JPM) | 6.9 | $246M | 7.4M | 33.25 | |
| Colgate-Palmolive Company (CL) | 6.6 | $235M | 2.5M | 92.39 | |
| Accenture (ACN) | 3.9 | $139M | 2.6M | 53.23 | |
| Citigroup (C) | 3.5 | $126M | 4.8M | 26.31 | |
| Amazon (AMZN) | 3.5 | $123M | 709k | 173.11 | |
| Intel Corporation (INTC) | 2.9 | $104M | 4.3M | 24.25 | |
| Market Vectors Gold Miners ETF | 2.6 | $92M | 1.8M | 51.43 | |
| Medivation | 2.4 | $87M | 1.9M | 46.11 | |
| Nasdaq Omx (NDAQ) | 1.8 | $63M | 2.6M | 24.51 | |
| SLM Corporation (SLM) | 1.5 | $53M | 3.9M | 13.40 | |
| Morgan Stanley (MS) | 1.3 | $47M | 3.1M | 15.13 | |
| Elan Corporation | 1.2 | $44M | 3.2M | 13.74 | |
| KKR & Co | 0.8 | $27M | 2.1M | 12.83 | |
| Blackstone | 0.7 | $24M | 1.7M | 14.01 | |
| Banco Itau Holding Financeira (ITUB) | 0.7 | $24M | 1.3M | 18.56 | |
| MGIC Investment (MTG) | 0.4 | $16M | 4.2M | 3.73 | |
| Marsh & McLennan Companies (MMC) | 0.4 | $14M | 446k | 31.62 | |
| Willis Group Holdings | 0.4 | $14M | 354k | 38.80 | |
| Aon Corporation | 0.4 | $13M | 276k | 46.80 | |
| ProShares UltraShort 20+ Year Trea | 0.2 | $7.9M | 436k | 18.07 | |
| ProShares UltraShort 7-10 Year Trea (PST) | 0.2 | $7.8M | 255k | 30.51 | |
| Response Genetics (RGDXQ) | 0.2 | $6.0M | 3.9M | 1.53 | |
| Cytokinetics | 0.1 | $4.1M | 4.3M | 0.95 |
