0000919574-15-001428.txt : 20150213 0000919574-15-001428.hdr.sgml : 20150213 20150213145603 ACCESSION NUMBER: 0000919574-15-001428 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150213 DATE AS OF CHANGE: 20150213 EFFECTIVENESS DATE: 20150213 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: 15613124 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 12-31-2014 12-31-2014 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 02-13-2015 1 8 1670900 1 0001511880 028-14311 Theleme Master Fund Ltd INFORMATION TABLE 2 infotable.xml BANK AMER CORP COM 060505104 235075 13140000 SH DFND 1 13140000 0 0 BORGWARNER INC COM 099724106 85909 1563402 SH DFND 1 1563402 0 0 MCGRAW HILL FINL INC COM 580645109 141122 1586000 SH DFND 1 1586000 0 0 MICROSOFT CORP COM 594918104 92528 1992000 SH DFND 1 1992000 0 0 MOHAWK INDS INC COM 608190104 199638 1285000 SH DFND 1 1285000 0 0 SCHWAB CHARLES CORP NEW COM 808513105 361851 11985800 SH DFND 1 11985800 0 0 VISA INC COM CL A 92826C839 101340 386500 SH DFND 1 386500 0 0 WELLS FARGO & CO NEW COM 949746101 453437 8271375 SH DFND 1 8271375 0 0