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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 (2015Q3)
Portfolio Summary: 16 holdings with a total value of $256,948,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 GRAINGER W W INC 180,000 38,702,000 15.06%
2 WAL-MART STORES INC 500,000 32,420,000 12.62%
3 HOME DEPOT INC 275,000 31,760,000 12.36%
4 BERKSHIRE HATHAWAY INC DEL 150,000 19,560,000 7.61%
5 PRICELINE GRP INC 15,000 18,553,000 7.22%
6 MICROSOFT CORP 350,000 15,491,000 6.03%
7 WELLS FARGO & CO NEW 300,000 15,405,000 6.00%
8 PEPSICO INC 150,000 14,145,000 5.51%
9 SCHLUMBERGER LTD 200,000 13,794,000 5.37%
10 MERCK & CO INC 275,000 13,582,000 5.29%
11 EXXON MOBIL CORP 150,000 11,153,000 4.34%
12 GILEAD SCIENCES INC 100,000 9,819,000 3.82%
13 BAXALTA INC COM 250,000 7,878,000 3.07%
14 NATIONAL OILWELL VARCO INC 150,000 5,648,000 2.20%
15 BAXTER INTL INC 150,000 4,928,000 1.92%
16 POTASH CORP SASK INC 200,000 4,110,000 1.60%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-15-002146, filed 2015.11.04).

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.