Taube Hodson Stonex Partners as of June 30, 2012
Portfolio Holdings for Taube Hodson Stonex Partners
Taube Hodson Stonex Partners holds 14 positions in its portfolio as reported in the June 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Patterson Uti Energy | 32.4 | $497M | 3.4M | 145.60 | |
| Pfizer | 8.8 | $135M | 5.9M | 23.00 | |
| Lennar Corp class a | 8.0 | $123M | 4.0M | 30.91 | |
| Pepsi | 7.8 | $119M | 1.7M | 70.66 | |
| Transocean | 7.5 | $115M | 2.6M | 44.73 | |
| Intel | 6.8 | $105M | 3.9M | 26.65 | |
| Yum Brands | 6.2 | $95M | 1.5M | 64.42 | |
| Walt Disney | 5.2 | $80M | 1.7M | 48.50 | |
| Bunge | 4.7 | $72M | 1.2M | 62.74 | |
| Mosaic | 4.1 | $63M | 1.2M | 54.76 | |
| St Joe | 3.7 | $57M | 3.6M | 15.81 | |
| Apache | 3.4 | $52M | 586k | 87.89 | |
| Human Genome Sci | 0.9 | $14M | 11M | 1.31 | |
| Clearwire Corp new cl a | 0.4 | $6.7M | 6.0M | 1.12 |
