Theleme Partners as of Dec. 31, 2012
Portfolio Holdings for Theleme Partners
Theleme Partners holds 12 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wells Fargo & Company (WFC) | 28.2 | $365M | 11M | 34.18 | |
| American Express Company (AXP) | 10.8 | $139M | 2.4M | 57.48 | |
| Canadian Pacific Railway | 9.7 | $125M | 1.2M | 101.62 | |
| Cme (CME) | 9.3 | $121M | 2.4M | 50.67 | |
| Dollar General (DG) | 8.4 | $108M | 2.5M | 44.09 | |
| Newell Rubbermaid (NWL) | 6.5 | $85M | 3.8M | 22.27 | |
| Lowe's Companies (LOW) | 6.5 | $84M | 2.4M | 35.52 | |
| Mohawk Industries (MHK) | 5.5 | $72M | 793k | 90.47 | |
| News Corporation | 5.4 | $69M | 2.7M | 25.51 | |
| Tempur-Pedic International (SGI) | 4.0 | $51M | 1.6M | 31.49 | |
| Masco Corporation (MAS) | 2.9 | $38M | 2.3M | 16.66 | |
| Fortune Brands (FBIN) | 2.8 | $36M | 1.2M | 29.22 |
