Taube Hodson Stonex Partners as of Dec. 31, 2012
Portfolio Holdings for Taube Hodson Stonex Partners
Taube Hodson Stonex Partners holds 13 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pfizer (PFE) | 13.6 | $152M | 6.0M | 25.08 | |
| Pepsi (PEP) | 10.6 | $118M | 1.7M | 68.43 | |
| Transocean (RIG) | 10.6 | $118M | 2.6M | 44.65 | |
| Mosaic (MOS) | 9.0 | $100M | 1.8M | 56.63 | |
| St. Joe Company (JOE) | 9.0 | $100M | 4.3M | 23.08 | |
| Bunge | 7.7 | $86M | 1.2M | 72.69 | |
| Walt Disney Company (DIS) | 7.6 | $85M | 1.7M | 49.79 | |
| Adobe Systems Incorporated (ADBE) | 6.8 | $76M | 2.0M | 37.68 | |
| Stanley Black & Decker (SWK) | 6.2 | $68M | 925k | 73.97 | |
| Patterson-UTI Energy (PTEN) | 5.9 | $65M | 3.5M | 18.63 | |
| Yum! Brands (YUM) | 5.4 | $60M | 902k | 66.40 | |
| Apache Corporation | 4.2 | $47M | 601k | 78.50 | |
| United Parcel Service (UPS) | 3.2 | $36M | 487k | 73.73 |
