Tuesday, October 30, 2007

Al Gore, Generation Investment Management 13F Filing Oct. 23, 2007

GIM filed earlier than they usually do. I won't be able to do the position comparison until this evening. Here's our last comparison, Aug. 7, 2007, with links to GIM's Q1 and Q2 filings.
Remember, 13F's only show the publicly traded names.
Generation Investment Management 13F link.
Central Index Key (CIK): 0001375534


                                                     FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
- ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
AFLAC INC COM 001055102 38468 674401 SH SOLE 503445 33500 137456
AMDOCS LTD ORD G02602103 21491 577857 SH SOLE 425034 28197 124626
AUTODESK INC COM 052769106 23086 461991 SH SOLE 347471 23089 91431
BECTON DICKINSON & CO COM 075887109 30650 373554 SH SOLE 281984 18300 73270
BLACKBAUD INC COM 09227Q100 19558 774873 SH SOLE 583745 37890 153238
DONALDSON INC COM 257651109 10920 261485 SH SOLE 196821 12977 51687
GENERAL ELECTRIC CO COM 369604103 29475 711954 SH SOLE 537122 35706 139126
GREENHILL & CO INC COM 395259104 21970 359872 SH SOLE 271496 18070 70306
HDFC BANK LTD ADR REPS 3 SHS 40415F101 7081 66100 SH SOLE 49800 3300 13000
JOHNSON CTLS INC COM 478366107 47609 403093 SH SOLE 303994 20000 79099
LABORATORY CORP AMER HLDGS COM NEW 50540R409 15196 194247 SH SOLE 146249 9600 38398
METABOLIX INC COM 591018809 6672 275000 SH SOLE 275000 0 0
MILLIPORE CORP COM 601073109 18780 247751 SH SOLE 186239 12291 49221
MUELLER WTR PRODS INC COM SER B 624758207 9603 873000 SH SOLE 652301 43374 177325
NORTHERN TR CORP COM 665859104 25315 381997 SH SOLE 287254 19027 75716
PROCTER & GAMBLE CO COM 742718109 28608 406712 SH SOLE 306118 20300 80294
SPDR TR UNIT SER 1 78462F103 504 3300 SH SOLE 0 3300 0
STAPLES INC COM 855030102 18173 845671 SH SOLE 636464 41900 167307
TECHNE CORP COM 878377100 26163 414760 SH SOLE 323103 20800 70857
UBS AG SHS NEW H89231338 12835 239511 SH SOLE 182493 12000 45018
VARIAN MED SYS INC COM 92220P105 9952 237565 SH SOLE 177863 11600 48102
WATERS CORP COM 941848103 16722 249887 SH SOLE 187963 12400