TAUBE HODSON STONEX PARTNERS LLP

Q2 2016 13F Holdings

  • Location
    london, X0
  • Num holdings

    18

  • Value ($000)

    $487,916

  • Date Filed
    07/15/2016
  • Form type
    13F-HR
  • CIK
    0001227157
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2016 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MDLZ

MONDELEZ INTL INC

COM
609207105
$57.44M
12 %

1,257,405

I
INTU

INTUIT

COM
461202103
$54.69M
11 %

490,035

P
PEP

PEPSICO INC

COM
713448108
$50.08M
10 %

472,677

Y
YUM

YUM BRANDS INC

COM
988498101
$40.22M
8 %

485,031

L
LEN

LENNAR CORP

CL A
526057104
$35.86M
7 %

777,790

---

NEWS CORP NEW

COM CL A
65249B109
$35.28M
7 %

3,108,680

J
JOE

ST JOE CO

COM
790148100
$32.73M
7 %

1,847,318

U
UPS

UNITED PARCEL SERVIC

CL B
911312106
$30.79M
6 %

285,872

---

BUNGE LIMITED

COM
G16962105
$30.64M
6 %

518,072

---

NETSUITE INC

COM
64118Q107
$25.42M
5 %

349,160

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