Marble Arch Investments as of June 30, 2014
Portfolio Holdings for Marble Arch Investments
Marble Arch Investments holds 21 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Valeant Pharmaceuticals Int | 10.2 | $139M | 1.1M | 126.12 | |
| FleetCor Technologies | 8.2 | $111M | 840k | 131.80 | |
| Charter Communications | 7.4 | $100M | 630k | 158.38 | |
| Cdw (CDW) | 6.1 | $83M | 2.6M | 31.88 | |
| Discovery Communications | 6.1 | $83M | 1.1M | 72.59 | |
| Nielsen Holdings Nv | 5.6 | $76M | 1.6M | 48.41 | |
| Endo International (ENDPQ) | 5.5 | $75M | 1.1M | 70.02 | |
| Cbre Group Inc Cl A (CBRE) | 5.5 | $74M | 2.3M | 32.04 | |
| American International (AIG) | 5.3 | $72M | 1.3M | 54.58 | |
| W.R. Grace & Co. | 4.7 | $63M | 665k | 94.53 | |
| Colfax Corporation | 4.3 | $59M | 790k | 74.54 | |
| Allegion Plc equity (ALLE) | 4.0 | $54M | 945k | 56.68 | |
| Autodesk (ADSK) | 3.9 | $53M | 936k | 56.38 | |
| Baidu (BIDU) | 3.7 | $51M | 271k | 186.81 | |
| Pandora Media | 3.7 | $50M | 1.7M | 29.50 | |
| Allergan | 3.3 | $45M | 263k | 169.22 | |
| TransDigm Group Incorporated (TDG) | 3.0 | $40M | 240k | 167.26 | |
| Amtrust Financial Services | 2.9 | $39M | 928k | 41.81 | |
| Vistaprint N V | 2.5 | $34M | 839k | 40.46 | |
| Qihoo 360 Technologies Co Lt | 2.2 | $30M | 330k | 92.04 | |
| Hornbeck Offshore Services | 1.8 | $24M | 505k | 46.92 |
