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Institutional Investment Manager
TAUBE HODSON STONEX PARTNERS LLP
TAUBE HODSON STONEX PARTNERS LLP (CIK: 0001227157), located at 57-59 St James'S Street, London, X0. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q2)
Original 13F HR (0001140361-14-028126) filed in 2014.07.10
#
Name
Shares
Value ($)
%
Options
Notes
1 ST JOE CO 3,812,976 96,964 8.41%
2 MONDELEZ INTL INC 2,510,780 94,782 8.22%
3 GOLAR LNG LTD 1,418,710 85,637 7.43%
4 PEPSICO INC 919,135 82,116 7.12%
5 INTUIT 970,370 78,144 6.78%
6 DISNEY WALT CO 892,000 76,480 6.63%
7 FRESH MKT INC 2,129,102 71,261 6.18%
8 VARIAN MED SYS INC 837,840 69,658 6.04%
9 Patterson UTI Energy Inc Com 1,639,809 57,295 4.97%
10 UNITED PARCEL SERVICE INC 525,509 53,949 4.68%
11 UBIQUITI NETWORKS INC 1,156,770 52,274 4.53%
12 LENNAR 1,127,570 47,335 4.11%
13 BUNGE LIMITED 621,421 47,004 4.08%
14 MOSAIC CO NEW 941,789 46,571 4.04%
15 AMGEN INC 362,210 42,875 3.72%
16 STANLEY BLACK &DECKER INC 486,845 42,755 3.71%
17 YUM BRANDS INC 479,140 38,906 3.37%
18 TRANSOCEAN LTD 777,470 35,009 3.04%
19 APACHE CORP 319,300 32,128 2.79%
20 LENNAR CORP 45,980 1,634 0.14%