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 |
