Taube Hodson Stonex Partners as of March 31, 2013
Portfolio Holdings for Taube Hodson Stonex Partners
Taube Hodson Stonex Partners holds 16 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pfizer (PFE) | 11.8 | $123M | 4.3M | 28.86 | |
| Pepsi (PEP) | 9.3 | $97M | 1.2M | 79.11 | |
| Transocean (RIG) | 9.3 | $97M | 1.9M | 51.96 | |
| Mondelez Int (MDLZ) | 7.9 | $82M | 2.7M | 30.75 | |
| Mosaic (MOS) | 7.2 | $75M | 1.3M | 59.61 | |
| Walt Disney Company (DIS) | 6.5 | $68M | 1.2M | 56.80 | |
| St. Joe Company (JOE) | 6.2 | $65M | 3.0M | 21.25 | |
| Adobe Systems Incorporated (ADBE) | 5.9 | $62M | 1.4M | 43.52 | |
| Bunge | 5.9 | $61M | 827k | 73.83 | |
| Patterson-UTI Energy (PTEN) | 5.7 | $59M | 2.5M | 23.84 | |
| Intuit (INTU) | 5.1 | $53M | 807k | 65.66 | |
| Stanley Black & Decker (SWK) | 5.1 | $53M | 653k | 80.97 | |
| Yum! Brands (YUM) | 4.4 | $46M | 639k | 71.94 | |
| Amgen (AMGN) | 3.5 | $36M | 355k | 102.51 | |
| Apache Corporation | 3.1 | $33M | 425k | 77.16 | |
| United Parcel Service (UPS) | 2.9 | $30M | 350k | 85.90 |
