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Institutional Investment Manager
Theleme Partners LLP
Theleme Partners LLP (CIK: 0001511881), located at 65 Curzon Street, London, X0. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q4)
Portfolio Summary: 7 holdings with a total value of $1,772,192,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 SCHWAB CHARLES CORP 12,926,900 510,225,000 28.79%
2 BANK AMER CORP 22,022,500 486,697,000 27.46%
3 WELLS FARGO & CO NEW 7,150,475 394,063,000 22.24%
4 S&P GLOBAL INC 1,194,000 128,403,000 7.25%
5 BANK AMER CORP 12,276,463 122,151,000 6.89%
6 CHARTER COMM 294,500 84,792,000 4.78%
7 WELLS FARGO & CO NEW 2,150,048 45,861,000 2.59%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000919574-17-001262, filed 2017.02.13).

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.