Gabalex Capital Management LLC

data from 30/09/2022

Capitalization

$ 181.280 M 5.22 %

Average holding period

21 ans

Performance

$ 385.453 M 70 502.74 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Gabalex Capital Management LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2022/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 8.84% 16.021 M $ 60000 2012/03/31 -360.000 K $ -2.20 %
2022/09/30 WMT WALMART INC 7.87% 14.267 M $ 110000 2011/09/30 891.000 K $ 6.66 %
2022/09/30 HD HOME DEPOT INC 7.61% 13.797 M $ 50000 2008/12/31 83.500 K $ 0.61 %
2022/09/30 SHEL SHELL PLC 7.55% 13.684 M $ 275000 2022/03/31 -632.500 K $ -4.84 %
2022/09/30 HON HONEYWELL INTL INC 7.37% 13.358 M $ 80000 2016/03/31 -547.200 K $ -3.94 %
2022/09/30 DIS DISNEY WALT CO 6.50% 11.791 M $ 125000 2017/12/31 -7.700 K $ -0.07 %
2022/09/30 AAPL APPLE INC 6.48% 11.747 M $ 85000 2016/06/30 125.799 K $ 1.08 %
2022/09/30 MSFT MICROSOFT CORP 6.42% 11.645 M $ 50000 2013/03/31 -1.196 M $ -9.32 %
2022/09/30 GOOGL ALPHABET INC 6.33% 11.478 M $ 120000 2022/09/30 0.000 $ 0.00 %
2022/09/30 V VISA INC 5.88% 10.659 M $ 60000 2021/06/30 -1.154 M $ -9.77 %
2022/09/30 MRK MERCK & CO INC 5.70% 10.334 M $ 120000 2015/06/30 -504.999 K $ -5.54 %
2022/09/30 UNH UNITEDHEALTH GROUP INC 5.57% 10.101 M $ 20000 2020/09/30 -214.749 K $ -1.67 %
2022/09/30 KO COCA COLA CO 5.41% 9.804 M $ 175000 2021/03/31 -1.378 M $ -10.95 %
2022/09/30 BAC BK OF AMERICA CORP 3.75% 6.795 M $ 225000 2017/12/31 -278.999 K $ -2.99 %
2022/09/30 QCOM QUALCOMM INC 3.74% 6.779 M $ 60000 2020/12/31 -811.799 K $ -11.55 %
2022/09/30 DHR DANAHER CORPORATION 2.85% 5.166 M $ 20000 2022/09/30 0.000 $ 0.00 %
2022/09/30 RIO RIO TINTO PLC 2.13% 3.854 M $ 70000 2018/06/30 -415.799 K $ -9.74 %