Theleme Partners LLP - Q4 2017 holdings

$2.13 Billion is the total value of Theleme Partners LLP's 7 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 100.0% .

 Value Shares↓ Weighting
JLL ExitJONES LANG LASALLE INC$0-624,099
-100.0%
-3.99%
Other managers

Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):

Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2018-02-14
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
WELLS FARGO CO NEW42Q3 202334.8%
THE CHARLES SCHWAB CORPORATI32Q3 202337.4%
BANK OF AMERICA CORPORATION26Q4 201929.8%
MODERNA INC20Q3 202343.5%
MICRON TECHNOLOGY INC14Q2 20226.6%
MCGRAW HILL FINL INC12Q1 201611.0%
BANK AMER CORP12Q4 201811.2%
ICICI BK LTD12Q3 20235.0%
UNITED RENTALS INC11Q3 202314.8%
S&P GLOBAL INC11Q4 201812.1%

View Theleme Partners LLP's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-13
13F-HR2023-11-14
13F-HR2023-08-14
13F-HR2023-05-15
13F-HR2023-02-10
13F-HR2022-11-14
13F-HR2022-08-12
13F-HR/A2022-05-26
13F-HR/A2022-05-26
13F-HR2022-05-13

View Theleme Partners LLP's complete filings history.

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