Theleme Partners as of Dec. 31, 2019
Portfolio Holdings for Theleme Partners
Theleme Partners holds 7 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wells Fargo & Company (WFC) | 34.8 | $618M | 12M | 53.80 | |
| Bank of America Corporation (BAC) | 23.6 | $419M | 12M | 35.22 | |
| United Rentals (URI) | 14.8 | $262M | 1.6M | 166.77 | |
| American Express Company (AXP) | 8.2 | $146M | 1.2M | 124.49 | |
| Moderna (MRNA) | 7.1 | $126M | 6.4M | 19.56 | |
| Boeing Company (BA) | 6.5 | $116M | 357k | 325.76 | |
| ICICI Bank (IBN) | 5.0 | $89M | 5.9M | 15.09 |
