Theleme Partners as of March 31, 2016
Portfolio Holdings for Theleme Partners
Theleme Partners holds 8 positions in its portfolio as reported in the March 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wells Fargo & Company (WFC) | 28.1 | $419M | 8.7M | 48.36 | |
| Charles Schwab Corporation (SCHW) | 22.3 | $332M | 12M | 28.02 | |
| Bank of America Corporation (BAC) | 16.5 | $246M | 18M | 13.52 | |
| Vulcan Materials Company (VMC) | 14.1 | $210M | 2.0M | 105.57 | |
| McGraw-Hill Companies | 9.1 | $136M | 1.4M | 98.98 | |
| Mohawk Industries (MHK) | 6.9 | $103M | 538k | 190.90 | |
| Bank Amer Corp *w Exp 01/16/201 | 1.8 | $27M | 6.9M | 3.89 | |
| Summit Matls Cl A (SUM) | 1.2 | $18M | 901k | 19.45 |
