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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 (2014Q4)
Portfolio Summary: 13 holdings with a total value of $283,265,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 WAL-MART STORES INC 600,000 51,528,000 18.19%
2 GRAINGER W W INC 165,000 42,057,000 14.85%
3 HOME DEPOT INC 350,000 36,740,000 12.97%
4 MICROSOFT CORP 700,000 32,515,000 11.48%
5 BERKSHIRE HATHAWAY INC DEL 150,000 22,523,000 7.95%
6 POTASH CORP SASK INC 550,000 19,426,000 6.86%
7 PRICELINE GRP INC 15,000 17,103,000 6.04%
8 AETNA INC NEW 175,000 15,545,000 5.49%
9 BAXTER INTL INC 200,000 14,658,000 5.17%
10 SCHLUMBERGER LTD 160,000 13,666,000 4.82%
11 ACCENTURE PLC IRELAND 75,000 6,698,000 2.36%
12 DEVON ENERGY CORP NEW 100,000 6,121,000 2.16%
13 MCDONALDS CORP 50,000 4,685,000 1.65%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-15-000224, filed 2015.02.03).

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.