Theleme Partners as of March 31, 2015
Portfolio Holdings for Theleme Partners
Theleme Partners holds 9 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wells Fargo & Company (WFC) | 32.8 | $489M | 9.0M | 54.40 | |
| Charles Schwab Corporation (SCHW) | 23.6 | $351M | 12M | 30.44 | |
| Bank of America Corporation (BAC) | 14.0 | $208M | 14M | 15.39 | |
| McGraw-Hill Companies | 11.0 | $164M | 1.6M | 103.40 | |
| Microsoft Corporation (MSFT) | 5.4 | $81M | 2.0M | 40.66 | |
| American Express Company (AXP) | 5.4 | $80M | 1.0M | 78.12 | |
| BorgWarner (BWA) | 5.2 | $77M | 1.3M | 60.48 | |
| Hdfc Bank Adr Reps 3 Shs (HDB) | 1.3 | $20M | 340k | 58.89 | |
| Summit Matls Cl A (SUM) | 1.3 | $20M | 888k | 22.15 |
