Marble Arch Investments as of Dec. 31, 2011
Portfolio Holdings for Marble Arch Investments
Marble Arch Investments holds 19 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Valeant Pharmaceuticals Int | 12.0 | $67M | 1.4M | 46.69 | |
| W.R. Grace & Co. | 10.3 | $57M | 1.3M | 45.92 | |
| Liberty Global | 8.9 | $49M | 1.2M | 41.03 | |
| Ens | 6.8 | $38M | 800k | 46.92 | |
| FleetCor Technologies | 6.4 | $35M | 1.2M | 29.87 | |
| WABCO Holdings | 6.1 | $34M | 785k | 43.40 | |
| Jones Lang LaSalle Incorporated (JLL) | 6.1 | $34M | 550k | 61.26 | |
| SolarWinds | 5.5 | $31M | 1.1M | 27.95 | |
| Market Vectors Gold Miners ETF | 5.1 | $28M | 550k | 51.43 | |
| Laboratory Corp. of America Holdings (LH) | 4.9 | $27M | 315k | 85.97 | |
| Ascent Media Corporation | 4.9 | $27M | 532k | 50.72 | |
| Sensata Technologies Hldg Bv | 4.7 | $26M | 980k | 26.28 | |
| Vodafone | 4.0 | $22M | 800k | 28.03 | |
| NRG Energy (NRG) | 4.0 | $22M | 1.2M | 18.12 | |
| Level 3 Communications | 3.8 | $21M | 1.3M | 16.99 | |
| TransDigm Group Incorporated (TDG) | 3.5 | $19M | 200k | 95.68 | |
| Level 3 Communications conv | 1.7 | $9.2M | 8.0M | 1.15 | |
| Towers Watson & Co | 1.1 | $6.0M | 100k | 59.93 | |
| Golar Lng (GLNG) | 0.3 | $1.5M | 33k | 44.44 |
