Theleme Partners as of Sept. 30, 2015
Portfolio Holdings for Theleme Partners
Theleme Partners holds 9 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wells Fargo & Company (WFC) | 34.0 | $484M | 9.4M | 51.35 | |
| Charles Schwab Corporation (SCHW) | 21.6 | $307M | 11M | 28.56 | |
| Bank of America Corporation (BAC) | 16.5 | $235M | 15M | 15.58 | |
| Vulcan Materials Company (VMC) | 10.2 | $145M | 1.6M | 89.20 | |
| McGraw-Hill Companies | 9.2 | $131M | 1.5M | 86.50 | |
| American Express Company (AXP) | 5.0 | $71M | 955k | 74.13 | |
| HDFC Bank (HDB) | 1.5 | $21M | 340k | 61.09 | |
| Summit Matls Inc cl a (SUM) | 1.2 | $17M | 888k | 18.77 | |
| Tesla Motors (TSLA) | 0.9 | $12M | 50k | 248.40 |
