Theleme Partners as of Sept. 30, 2012
Portfolio Holdings for Theleme Partners
Theleme Partners holds 8 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wells Fargo & Company (WFC) | 37.7 | $348M | 10M | 34.53 | |
| Cme (CME) | 14.8 | $137M | 2.4M | 57.29 | |
| Canadian Pacific Railway | 10.6 | $98M | 1.2M | 82.89 | |
| American Express Company (AXP) | 9.4 | $86M | 1.5M | 56.86 | |
| Fortune Brands (FBIN) | 8.1 | $74M | 2.8M | 27.01 | |
| Newell Rubbermaid (NWL) | 7.9 | $73M | 3.8M | 19.09 | |
| Tempur-Pedic International (TPX) | 6.3 | $58M | 1.9M | 29.89 | |
| Masco Corporation (MAS) | 5.2 | $48M | 3.2M | 15.05 |
