Taube Hodson Stonex Partners as of June 30, 2014
Portfolio Holdings for Taube Hodson Stonex Partners
Taube Hodson Stonex Partners holds 20 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| St. Joe Company (JOE) | 8.4 | $97M | 3.8M | 25.43 | |
| Mondelez Int (MDLZ) | 8.2 | $95M | 2.5M | 37.75 | |
| Golar Lng (GLNG) | 7.4 | $86M | 1.4M | 60.36 | |
| Pepsi (PEP) | 7.1 | $82M | 919k | 89.34 | |
| Intuit (INTU) | 6.8 | $78M | 970k | 80.53 | |
| Walt Disney Company (DIS) | 6.6 | $77M | 892k | 85.74 | |
| Fresh Market | 6.2 | $71M | 2.1M | 33.47 | |
| Varian Medical Systems | 6.0 | $70M | 838k | 83.14 | |
| Patterson-UTI Energy (PTEN) | 5.0 | $57M | 1.6M | 34.94 | |
| United Parcel Service (UPS) | 4.7 | $54M | 526k | 102.66 | |
| Ubiquiti Networks | 4.5 | $52M | 1.2M | 45.19 | |
| Lennar Corporation (LEN) | 4.1 | $47M | 1.1M | 41.98 | |
| Bunge | 4.1 | $47M | 621k | 75.64 | |
| Mosaic (MOS) | 4.0 | $47M | 942k | 49.45 | |
| Amgen (AMGN) | 3.7 | $43M | 362k | 118.37 | |
| Stanley Black & Decker (SWK) | 3.7 | $43M | 487k | 87.82 | |
| Yum! Brands (YUM) | 3.4 | $39M | 479k | 81.20 | |
| Transocean (RIG) | 3.0 | $35M | 778k | 45.03 | |
| Apache Corporation | 2.8 | $32M | 319k | 100.62 | |
| Lennar Corporation (LEN.B) | 0.1 | $1.6M | 46k | 35.54 |
