Theleme Partners as of Sept. 30, 2011
Portfolio Holdings for Theleme Partners
Theleme Partners holds 9 positions in its portfolio as reported in the September 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wells Fargo & Company (WFC) | 28.6 | $217M | 9.0M | 24.12 | |
| Visa (V) | 14.7 | $112M | 1.3M | 85.72 | |
| Tempur-Pedic International (TPX) | 14.6 | $111M | 2.1M | 52.61 | |
| Cme (CME) | 10.9 | $83M | 335k | 246.40 | |
| Wells Fargo & Company (WFC) | 7.2 | $54M | 23k | 2412.00 | |
| Crown Castle International | 7.1 | $54M | 1.3M | 40.67 | |
| News Corporation | 6.9 | $52M | 3.4M | 15.48 | |
| Sotheby's | 5.2 | $39M | 1.4M | 27.57 | |
| Omni (OMC) | 4.9 | $37M | 1.0M | 36.84 |
