Taube Hodson Stonex Partners

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