Taube Hodson Stonex Partners as of Sept. 30, 2015
Portfolio Holdings for Taube Hodson Stonex Partners
Taube Hodson Stonex Partners holds 17 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bunge | 34.5 | $302M | 412k | 732.98 | |
| Mondelez Int (MDLZ) | 8.0 | $70M | 1.7M | 42.04 | |
| Pepsi (PEP) | 6.6 | $58M | 615k | 94.30 | |
| Intuit (INTU) | 6.6 | $57M | 646k | 88.75 | |
| St. Joe Company (JOE) | 5.6 | $49M | 2.6M | 19.13 | |
| Yum! Brands (YUM) | 4.9 | $43M | 535k | 79.95 | |
| Golar Lng (GLNG) | 4.7 | $41M | 1.5M | 27.88 | |
| Fresh Market | 4.4 | $39M | 1.7M | 22.59 | |
| News (NWSA) | 4.2 | $37M | 2.9M | 12.72 | |
| Lennar Corporation (LEN) | 4.1 | $36M | 749k | 48.13 | |
| United Parcel Service (UPS) | 4.0 | $35M | 351k | 98.69 | |
| Ubiquiti Networks | 3.3 | $29M | 842k | 33.89 | |
| NetSuite | 3.1 | $27M | 325k | 83.90 | |
| News Corp Class B cos (NWS) | 2.5 | $22M | 1.7M | 12.92 | |
| Mosaic (MOS) | 2.2 | $20M | 627k | 31.11 | |
| Apache Corp Com Stk | 1.0 | $8.4M | 214k | 39.16 | |
| Lennar Corporation (LEN.B) | 0.1 | $1.3M | 34k | 39.60 |
