0000919574-14-006196.txt : 20141113 0000919574-14-006196.hdr.sgml : 20141113 20141113103401 ACCESSION NUMBER: 0000919574-14-006196 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140930 FILED AS OF DATE: 20141113 DATE AS OF CHANGE: 20141113 EFFECTIVENESS DATE: 20141113 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Theleme Partners LLP CENTRAL INDEX KEY: 0001511881 IRS NUMBER: 000000000 STATE OF INCORPORATION: X0 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14308 FILM NUMBER: 141216721 BUSINESS ADDRESS: STREET 1: 15 DAVIES STREET CITY: LONDON STATE: X0 ZIP: W1K 3AG BUSINESS PHONE: 353 607-1800 MAIL ADDRESS: STREET 1: 15 DAVIES STREET CITY: LONDON STATE: X0 ZIP: W1K 3AG 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001511881 XXXXXXXX 09-30-2014 09-30-2014 false Theleme Partners LLP

15 Davies Street London X0 W1K 3AG

13F HOLDINGS REPORT 028-14308 N Lucy Elwes 44-020-7150-1400 /s/ Lucy Elwes London X0 11-13-2014 1 8 1507733 1 0001511880 028-14311 Theleme Master Fund Ltd INFORMATION TABLE 2 infotable.xml BANK AMER CORP COM 060505104 212187 12445000 SH DFND 1 12445000 0 0 BORGWARNER INC COM 099724106 72255 1373402 SH DFND 1 1373402 0 0 LOWES COS INC COM 548661107 109756 2074000 SH DFND 1 2074000 0 0 MCGRAW HILL FINL INC COM 580645109 153783 1821000 SH DFND 1 1821000 0 0 MICROSOFT CORP COM 594918104 92349 1992000 SH DFND 1 1992000 0 0 MOHAWK INDS INC COM 608190104 117293 870000 SH DFND 1 870000 0 0 SCHWAB CHARLES CORP NEW COM 808513105 338449 11515800 SH DFND 1 11515800 0 0 WELLS FARGO & CO NEW COM 949746101 411660 7936375 SH DFND 1 7936375 0 0