TAUBE HODSON STONEX PARTNERS LLP 13F Holdings
CIK 0001227157 · LONDON, X0
As of Jun 30, 2016, TAUBE HODSON STONEX PARTNERS LLP reported 18 positions worth $487.9K in its SEC Form 13F filing.
Top 18 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| MONDELEZ INTERNATIONAL INC | MDLZ | Consumer Defensive | 1,257,405 | $57.4K | 11.77% |
| INTUIT INC | INTU | Technology | 490,035 | $54.7K | 11.21% |
| PEPSICO INC | PEP | Consumer Defensive | 472,677 | $50.1K | 10.26% |
| YUM BRANDS INC | YUM | Consumer Cyclical | 485,031 | $40.2K | 8.24% |
| LENNAR CORP | LEN | Consumer Cyclical | 777,790 | $35.9K | 7.35% |
| NEWS CORP | NWSA | Communication Services | 3,108,680 | $35.3K | 7.23% |
| ST JOE CO | JOE | Real Estate | 1,847,318 | $32.7K | 6.71% |
| UNITED PARCEL SERVICE INC | UPS | Industrials | 285,872 | $30.8K | 6.31% |
| BUNGE LIMITED | — | — | 518,072 | $30.6K | 6.28% |
| NETSUITE INC | N | Technology | 349,160 | $25.4K | 5.21% |
| UBIQUITI NETWORKS INC | UI | Technology | 595,597 | $23.0K | 4.72% |
| GOLAR LNG LTD | GLNG | Energy | 1,106,899 |