Taube Hodson Stonex Partners as of June 30, 2015
Portfolio Holdings for Taube Hodson Stonex Partners
Taube Hodson Stonex Partners holds 18 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Golar Lng (GLNG) | 12.3 | $113M | 2.4M | 46.80 | |
| Mondelez Int (MDLZ) | 10.2 | $94M | 2.3M | 41.29 | |
| Intuit (INTU) | 9.6 | $88M | 877k | 100.77 | |
| Pepsi (PEP) | 8.4 | $77M | 829k | 93.34 | |
| Yum! Brands (YUM) | 7.1 | $65M | 723k | 90.08 | |
| Fresh Market | 6.7 | $61M | 1.9M | 32.14 | |
| St. Joe Company (JOE) | 5.7 | $52M | 3.4M | 15.53 | |
| Lennar Corporation (LEN) | 5.7 | $52M | 1.0M | 51.04 | |
| Amgen | 5.4 | $50M | 324k | 153.52 | |
| Bunge | 5.3 | $49M | 560k | 87.80 | |
| United Parcel Service (UPS) | 5.0 | $46M | 473k | 96.91 | |
| NetSuite | 4.4 | $40M | 440k | 91.75 | |
| Mosaic (MOS) | 4.3 | $40M | 849k | 46.85 | |
| Ubiquiti Networks | 4.0 | $37M | 1.1M | 31.91 | |
| News (NWSA) | 2.1 | $20M | 1.4M | 14.59 | |
| News Corp Class B cos (NWS) | 2.1 | $20M | 1.4M | 14.24 | |
| Apache Corp Com Stk | 1.8 | $17M | 288k | 57.63 | |
| Lennar Corporation (LEN.B) | 0.2 | $1.6M | 37k | 43.13 |
