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Institutional Investment Manager
Gabalex Capital Management LLC
Gabalex Capital Management LLC (CIK: 0001454423) incorporated in Delaware, located at 12 East 49th Street, New York, NY. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q2)
Portfolio Summary: 14 holdings with a total value of $266,131,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 WAL-MART STORES INC 700,000 52,549,000 19.75%
2 MICROSOFT CORP 800,000 33,360,000 12.54%
3 HOME DEPOT INC 400,000 32,384,000 12.17%
4 GRAINGER W W INC 125,000 31,784,000 11.94%
5 POTASH CORP SASK INC 550,000 20,878,000 7.85%
6 BERKSHIRE HATHAWAY INC DEL 150,000 18,984,000 7.13%
7 AETNA INC NEW 200,000 16,216,000 6.09%
8 DEVON ENERGY CORP NEW 200,000 15,880,000 5.97%
9 MCDONALDS CORP 125,000 12,593,000 4.73%
10 ACCENTURE PLC IRELAND 100,000 8,084,000 3.04%
11 Walgreens 100,000 7,413,000 2.79%
12 Medtronic Inc 100,000 6,376,000 2.40%
13 PRICELINE GRP INC 5,000 6,015,000 2.26%
14 BAXTER INTL INC 50,000 3,615,000 1.36%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-14-001481, filed 2014.08.01).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.