Taube Hodson Stonex Partners

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