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TAUBE HODSON STONEX PARTNERS LLP files portfolio update

TAUBE HODSON STONEX PARTNERS LLP just filed a portfolio update (also known as a 13-F), dated April 18, 2016. The portfolio holdings are as of March 31, 2016.

TAUBE HODSON STONEX PARTNERS LLP reported adding to its positions of:

  • News Corporation
  • Lennar Corporation
  • BGS Acquisition Corp.

Positions in the following companies appear to have been reduced:

  • Yum! Brands
  • United Parcel Service
  • Ubiquiti Networks
  • St. Joe Company (The)
  • Pepsico
  • New England Service Co.
  • Netsuite Inc
  • The Weir Group
  • Mondelez International
  • Intuit Inc.
  • Golar LNG Limited
  • The Fresh Market
  • Apache Corporation

Brand new positions appear to have been establish ed in:

  • GasLog Ltd.

Keep in mind, however, that typos are common in public filings, and that CUSIP numbers may not be accurate. Please verify the filing directly for confirmation of the above information.

To see TAUBE HODSON STONEX PARTNERS LLP's latest available portfolio, click here.