Theleme Partners as of March 31, 2024
Portfolio Holdings for Theleme Partners
Theleme Partners holds 7 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Moderna Call Option (MRNA) | 47.3 | $934M | 8.8M | 106.56 | |
| Charles Schwab Corporation (SCHW) | 18.6 | $367M | 5.1M | 72.34 | |
| Wells Fargo & Company (WFC) | 17.3 | $342M | 5.9M | 57.96 | |
| Herc Hldgs (HRI) | 7.1 | $139M | 828k | 168.30 | |
| Transunion (TRU) | 5.6 | $111M | 1.4M | 79.80 | |
| Skechers U S A Cl A (SKX) | 3.5 | $69M | 1.1M | 61.26 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.6 | $12M | 211k | 55.97 |
