Theleme Partners as of March 31, 2011
Portfolio Holdings for Theleme Partners
Theleme Partners holds 9 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wells Fargo & Company (WFC) | 25.9 | $129M | 4.1M | 31.71 | |
| Cme (CME) | 14.0 | $70M | 231k | 301.55 | |
| Tempur-Pedic International (TPX) | 13.2 | $66M | 1.3M | 50.66 | |
| Crown Castle International | 10.1 | $50M | 1.2M | 42.55 | |
| Community Health Systems (CYH) | 9.3 | $46M | 1.2M | 39.99 | |
| Oracle Corporation (ORCL) | 7.9 | $39M | 1.2M | 33.43 | |
| Union Pacific Corporation (UNP) | 7.9 | $39M | 399k | 98.33 | |
| MasterCard Incorporated (MA) | 6.1 | $30M | 121k | 251.72 | |
| AsiaInfo-Linkage | 5.5 | $28M | 1.3M | 21.65 |
