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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 (2014Q3)
Original 13F HR (0001140361-14-038123) filed in 2014.10.15
#
Name
Shares
Value ($)
%
Options
Notes
1 LENNAR CORP 47,150 1,512 0.13%
2 TRANSOCEAN LTD 785,470 25,111 2.15%
3 APACHE CORP 330,310 31,006 2.66%
4 MOSAIC CO NEW 974,709 43,287 3.71%
5 STANLEY BLACK &DECKER INC 504,225 44,770 3.84%
6 UBIQUITI NETWORKS INC 1,196,310 44,898 3.85%
7 LENNAR 1,168,620 45,378 3.89%
8 Patterson UTI Energy Inc Com 1,539,559 50,082 4.30%
9 AMGEN INC 374,452 52,596 4.51%
10 UNITED PARCEL SERVICE INC 543,529 53,423 4.58%
11 DISNEY WALT CO 600,860 53,495 4.59%
12 BUNGE LIMITED 643,811 54,228 4.65%
13 YUM BRANDS INC 829,760 59,726 5.13%
14 VARIAN MED SYS INC 867,020 69,466 5.96%
15 ST JOE CO 3,848,616 76,703 6.58%
16 FRESH MKT INC 2,204,572 77,006 6.61%
17 INTUIT 1,004,790 88,070 7.56%
18 PEPSICO INC 951,935 88,616 7.60%
19 MONDELEZ INTL INC 2,600,940 89,511 7.68%
20 GOLAR LNG LTD 1,754,250 116,482 10.00%