Theleme Partners as of Dec. 31, 2014
Portfolio Holdings for Theleme Partners
Theleme Partners holds 8 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wells Fargo & Company (WFC) | 27.1 | $453M | 8.3M | 54.82 | |
| Charles Schwab Corporation (SCHW) | 21.7 | $362M | 12M | 30.19 | |
| Bank of America Corporation (BAC) | 14.1 | $235M | 13M | 17.89 | |
| Mohawk Industries (MHK) | 11.9 | $200M | 1.3M | 155.36 | |
| McGraw-Hill Companies | 8.4 | $141M | 1.6M | 88.98 | |
| Visa (V) | 6.1 | $101M | 387k | 262.20 | |
| Microsoft Corporation (MSFT) | 5.5 | $93M | 2.0M | 46.45 | |
| BorgWarner (BWA) | 5.1 | $86M | 1.6M | 54.95 |
