Theleme Partners as of June 30, 2011
Portfolio Holdings for Theleme Partners
Theleme Partners holds 10 positions in its portfolio as reported in the June 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wells Fargo & Company (WFC) | 97.2 | $19B | 6.6M | 2806.00 | |
| Tempur-Pedic International (SGI) | 0.5 | $97M | 1.4M | 67.82 | |
| Cme (CME) | 0.4 | $81M | 279k | 291.59 | |
| Visa (V) | 0.3 | $67M | 790k | 84.26 | |
| Goodrich Corporation | 0.3 | $64M | 667k | 95.50 | |
| Community Health Systems (CYH) | 0.3 | $58M | 2.3M | 25.68 | |
| Union Pacific Corporation (UNP) | 0.3 | $56M | 533k | 104.40 | |
| Crown Castle International | 0.2 | $48M | 1.2M | 40.79 | |
| Sotheby's | 0.2 | $47M | 1.1M | 43.50 | |
| AsiaInfo-Linkage | 0.1 | $28M | 1.7M | 16.56 |
