Taube Hodson Stonex Partners as of Dec. 31, 2013
Portfolio Holdings for Taube Hodson Stonex Partners
Taube Hodson Stonex Partners holds 19 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mondelez Intl | 9.4 | $95M | 2.7M | 35.44 | |
| Pepsi | 8.1 | $82M | 981k | 83.51 | |
| Intuit | 7.8 | $79M | 1.0M | 76.32 | |
| Walt Disney | 7.3 | $74M | 953k | 77.26 | |
| Transocean | 7.3 | $73M | 1.5M | 49.42 | |
| Adobe Systems | 6.7 | $68M | 1.1M | 59.88 | |
| St Joe | 5.7 | $57M | 3.0M | 19.19 | |
| Bunge | 5.4 | $54M | 663k | 82.11 | |
| Varian Med Sys | 5.0 | $50M | 646k | 77.69 | |
| Patterson Uti Energy | 4.9 | $50M | 2.0M | 25.32 | |
| Fresh Market | 4.8 | $49M | 1.2M | 40.50 | |
| Mosaic | 4.7 | $48M | 1.0M | 47.27 | |
| Lennar Corp class a | 4.6 | $46M | 1.2M | 39.56 | |
| Amgen | 4.4 | $44M | 387k | 114.08 | |
| Stanley Black&deckr | 4.2 | $42M | 520k | 80.69 | |
| Yum Brands | 3.8 | $39M | 512k | 75.61 | |
| Utd Parcel Serv class b | 2.9 | $30M | 281k | 105.08 | |
| Apache | 2.9 | $29M | 341k | 85.94 | |
| Lennar Corp cl b | 0.3 | $2.9M | 86k | 33.72 |
