Taube Hodson Stonex Partners

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