Taube Hodson Stonex Partners as of Sept. 30, 2013
Portfolio Holdings for Taube Hodson Stonex Partners
Taube Hodson Stonex Partners holds 16 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pfizer | 11.0 | $100M | 3.5M | 28.71 | |
| Mondelez Intl | 9.5 | $86M | 2.7M | 31.56 | |
| Pepsi | 8.7 | $79M | 999k | 79.50 | |
| Intuit | 7.7 | $70M | 1.1M | 66.31 | |
| Transocean | 7.4 | $67M | 1.5M | 44.50 | |
| Walt Disney | 6.9 | $63M | 971k | 64.49 | |
| St Joe | 6.6 | $60M | 3.0M | 19.62 | |
| Adobe Systems | 6.6 | $60M | 1.2M | 51.94 | |
| Bunge | 5.6 | $51M | 675k | 75.91 | |
| Stanley Black&deckr | 5.3 | $48M | 531k | 90.57 | |
| Amgen | 4.9 | $44M | 395k | 111.93 | |
| Mosaic | 4.8 | $44M | 1.0M | 43.02 | |
| Patterson Uti Energy | 4.7 | $43M | 2.0M | 21.38 | |
| Yum Brands | 4.1 | $37M | 522k | 71.39 | |
| Apache | 3.2 | $30M | 347k | 85.14 | |
| Utd Parcel Serv class b | 2.9 | $26M | 287k | 91.37 |
