Theleme Partners as of Dec. 31, 2015
Portfolio Holdings for Theleme Partners
Theleme Partners holds 9 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wells Fargo & Company (WFC) | 30.8 | $471M | 8.7M | 54.36 | |
| Charles Schwab Corporation (SCHW) | 22.3 | $341M | 10M | 32.93 | |
| Bank of America Corporation (BAC) | 18.5 | $283M | 17M | 16.83 | |
| Vulcan Materials Company (VMC) | 10.8 | $166M | 1.7M | 94.97 | |
| McGraw-Hill Companies | 10.5 | $161M | 1.6M | 98.58 | |
| American Express Company (AXP) | 4.7 | $71M | 1.0M | 69.55 | |
| Summit Matls Inc cl a (SUM) | 1.2 | $18M | 901k | 20.04 | |
| HDFC Bank (HDB) | 0.6 | $8.6M | 140k | 61.60 | |
| Tesla Motors (TSLA) | 0.6 | $8.4M | 35k | 240.00 |
