Marble Arch Investments

Latest statistics and disclosures from Marble Arch Investments's latest quarterly 13F-HR filing:

Marble Arch Investments portfolio companies for December 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
VRX Valeant Pharmaceuticals Int 14.91 +4.00% 1086500 143.11 205.82
FLT FleetCor Technologies 11.94 -2.00% 837000 148.71 149.57
AMAT Applied Materials 10.96 +91.00% 4584000 24.92 23.76
Cdw 9.18 2722000 35.17 0.00
CHTR Charter Communications 9.11 570200 166.62 181.25
AIG American International 7.03 +11.00% 1308000 56.01 54.59
CFX Colfax Corporation 6.63 +20.00% 1340000 51.57 48.78
ADSK Autodesk 6.05 NEW 1050000 60.06 60.20
TDG TransDigm Group Incorporated 5.44 +7.00% 288800 196.35 214.68
GRA W.R. Grace & Co. 5.43 +34.00% 593000 95.39 96.83
Sensata Technologies Hldg Bv 4.08 NEW 812300 52.41 0.00
Pandora Media 2.89 1691000 17.83 0.00
APD Air Products & Chemicals 2.41 NEW 174000 144.23 152.20
SPR Spirit AeroSystems Holdings 2.34 NEW 568000 43.04 50.94
Gopro 1.21 200000 63.22 0.00
National Gen Hldgs 0.38 NEW 213000 18.61 0.00

Past 13F-HR SEC Filings for Marble Arch Investments