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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 (2015Q1)
Portfolio Summary: 14 holdings with a total value of $282,897,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 WAL-MART STORES INC 600,000 49,350,000 17.44%
2 GRAINGER W W INC 180,000 42,446,000 15.00%
3 HOME DEPOT INC 300,000 34,083,000 12.05%
4 MICROSOFT CORP 800,000 32,524,000 11.50%
5 BERKSHIRE HATHAWAY INC DEL 150,000 21,648,000 7.65%
6 PRICELINE GRP INC 15,000 17,462,000 6.17%
7 AETNA INC NEW 150,000 15,980,000 5.65%
8 POTASH CORP SASK INC 450,000 14,513,000 5.13%
9 BAXTER INTL INC 200,000 13,700,000 4.84%
10 SCHLUMBERGER LTD 160,000 13,350,000 4.72%
11 WELLS FARGO & CO NEW 200,000 10,880,000 3.85%
12 PEPSICO INC 75,000 7,172,000 2.54%
13 KANSAS CITY SOUTHERN 50,000 5,104,000 1.80%
14 ACCENTURE PLC IRELAND 50,000 4,685,000 1.66%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-15-001029, filed 2015.05.05).

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.