Triple Frond Partners

Latest statistics and disclosures from Triple Frond Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are TWC, SCHW, HCC, CCL, Renaissance Re Holdings Ltd Cmn. These five stock positions account for 79.38% of Triple Frond Partners's total stock portfolio.
  • Added to shares of CCL (+$13.72M), TWC (+$9.61M).
  • Reduced shares in these stocks: Coca-cola Enterprises (-$33.38M), PGR (-$21.57M), HCC (-$8.17M).
  • Sold out of its positions in Coca-cola Enterprises.
  • As of March 31, 2013, Triple Frond Partners has $346.82M in assets under management (AUM). Assets under management dropped from a total value of $354.24M to $346.82M.
  • Independent of market fluctuations, Triple Frond Partners was a net seller by $39.79M worth of stocks in the most recent quarter.

Triple Frond Partners portfolio companies for quarter ending March 2013

Ticker Name Portfolio Weight Change Share Count Price Last Trade
TWC Time Warner Cable 25.22 +12.00% 910635 96.06 97.95
SCHW Charles Schwab Corporation 15.19 2977160 17.69 19.14
HCC HCC Insurance Holdings 13.94 -14.00% 1150000 42.03 43.03
CCL Carnival Corporation 13.76 +40.00% 1391435 34.30 33.22
Renaissance Re Holdings Ltd Cmn 11.27 425089 91.99 0.00
RYAAY Ryanair Holdings 9.75 809000 41.78 46.90
PGR Progressive Corporation 7.29 -46.00% 1000000 25.27 26.00
CRH CRH 3.59 563456 22.09 21.72

Past 13F-HR SEC Filings for Triple Frond Partners

View All Filings for Triple Frond Partners