Theleme Partners as of June 30, 2018
Portfolio Holdings for Theleme Partners
Theleme Partners holds 8 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charles Schwab Corporation (SCHW) | 28.3 | $547M | 11M | 51.10 | |
| Wells Fargo & Company (WFC) | 28.3 | $546M | 9.9M | 55.44 | |
| Bank of America Corporation (BAC) | 20.8 | $401M | 14M | 28.19 | |
| Bank Of America Corporation warrant | 7.4 | $143M | 8.8M | 16.32 | |
| United Technologies Corporation | 5.9 | $115M | 918k | 125.03 | |
| S&p Global (SPGI) | 5.2 | $101M | 495k | 203.89 | |
| Wts Wells Fargo & Co. | 2.2 | $43M | 1.9M | 22.02 | |
| Univar | 1.8 | $34M | 1.3M | 26.24 |
