Theleme Partners

Theleme Partners as of March 31, 2012

Portfolio Holdings for Theleme Partners

Theleme Partners holds 6 positions in its portfolio as reported in the March 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wells Fargo & Company (WFC) 46.6 $363M 11M 34.14
Tempur-Pedic International (TPX) 16.1 $125M 1.5M 84.43
Cme (CME) 13.6 $106M 365k 289.33
Visa (V) 9.6 $74M 630k 118.00
News Corporation 8.6 $66M 3.4M 19.71
Masco Corporation (MAS) 5.5 $43M 3.2M 13.37