Marble Arch Investments as of Dec. 31, 2013
Portfolio Holdings for Marble Arch Investments
Marble Arch Investments holds 22 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Valeant Pharmaceuticals Int | 12.4 | $158M | 1.3M | 117.40 | |
| FleetCor Technologies | 9.4 | $120M | 1.0M | 117.17 | |
| American International (AIG) | 7.2 | $92M | 1.8M | 51.05 | |
| W.R. Grace & Co. | 5.9 | $75M | 762k | 98.87 | |
| Discovery Communications | 5.9 | $75M | 893k | 83.86 | |
| Nielsen Holdings Nv | 5.7 | $72M | 1.6M | 45.89 | |
| Endo Pharmaceuticals | 5.3 | $68M | 1.0M | 67.46 | |
| Charter Communications | 5.2 | $66M | 486k | 136.76 | |
| Cbre Group Inc Cl A (CBRE) | 5.0 | $64M | 2.4M | 26.30 | |
| Colfax Corporation | 4.8 | $62M | 965k | 63.69 | |
| Carter's (CRI) | 4.6 | $58M | 811k | 71.79 | |
| Vistaprint N V | 3.8 | $49M | 861k | 56.85 | |
| Liberty Global Inc C | 3.5 | $45M | 532k | 84.32 | |
| TransDigm Group Incorporated (TDG) | 3.5 | $44M | 275k | 161.02 | |
| Evertec (EVTC) | 3.4 | $43M | 1.8M | 24.66 | |
| Golar Lng (GLNG) | 3.1 | $40M | 1.1M | 36.29 | |
| Twenty-first Century Fox | 3.0 | $38M | 1.1M | 35.17 | |
| Cognizant Technology Solutions (CTSH) | 2.2 | $28M | 280k | 100.98 | |
| Pandora Media | 2.1 | $27M | 1.0M | 26.60 | |
| Delek US Holdings | 2.0 | $26M | 758k | 34.41 | |
| Amtrust Financial Services | 0.9 | $12M | 372k | 32.69 | |
| Liberty Global Inc Com Ser A | 0.9 | $11M | 128k | 89.00 |
