Theleme Partners as of Dec. 31, 2010
Portfolio Holdings for Theleme Partners
Theleme Partners holds 8 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wells Fargo & Company (WFC) | 30.2 | $132M | 4.3M | 30.99 | |
| Cme (CME) | 18.4 | $80M | 250k | 321.75 | |
| Union Pacific Corporation (UNP) | 15.4 | $67M | 728k | 92.66 | |
| Oracle Corporation (ORCL) | 8.9 | $39M | 1.2M | 31.30 | |
| Crown Castle International | 8.4 | $37M | 840k | 43.83 | |
| Community Health Systems (CYH) | 7.4 | $32M | 865k | 37.37 | |
| Omni (OMC) | 5.6 | $25M | 535k | 45.80 | |
| Kraft Foods | 5.6 | $24M | 772k | 31.51 |
