Theleme Partners as of March 31, 2013
Portfolio Holdings for Theleme Partners
Theleme Partners holds 12 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wells Fargo & Company (WFC) | 24.6 | $310M | 8.4M | 36.99 | |
| American Express Company (AXP) | 13.3 | $167M | 2.5M | 67.46 | |
| Cme (CME) | 11.5 | $144M | 2.4M | 61.41 | |
| Newell Rubbermaid (NWL) | 7.9 | $99M | 3.8M | 26.10 | |
| Mohawk Industries (MHK) | 7.1 | $90M | 793k | 113.12 | |
| Lowe's Companies (LOW) | 7.1 | $90M | 2.4M | 37.92 | |
| Dollar General (DG) | 7.1 | $89M | 1.8M | 50.58 | |
| Charles Schwab Corporation (SCHW) | 6.8 | $86M | 4.8M | 17.69 | |
| McGraw-Hill Companies | 4.1 | $52M | 995k | 52.08 | |
| Fortune Brands (FBIN) | 3.7 | $47M | 1.2M | 37.43 | |
| Canadian Pacific Railway | 3.5 | $44M | 340k | 130.47 | |
| Masco Corporation (MAS) | 3.1 | $39M | 1.9M | 20.25 |
