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|
|Renaissance Re Holdings Ltd Cmn||11.27||425089||91.99||0.00|
Past 13F-HR SEC Filings for Triple Frond Partners
- Triple Frond Partners 2012 Q4 - filed Jan. 22, 2013
- Triple Frond Partners 2012 Q3 - filed Oct. 25, 2012
- Triple Frond Partners 2012 Q2 - filed July 10, 2012
- Triple Frond Partners 2012 Q1 - filed April 25, 2012
- Triple Frond Partners 2011 Q4 - filed Jan. 18, 2012
- Triple Frond Partners 2011 Q3 - filed Oct. 19, 2011
- Triple Frond Partners 2011 Q2 - filed July 21, 2011
- Triple Frond Partners 2011 Q1 - filed May 5, 2011
- Triple Frond Partners 2010 Q4 - filed Feb. 8, 2011