Marble Arch Investments

Marble Arch Investments as of Dec. 31, 2014

Portfolio Holdings for Marble Arch Investments

Marble Arch Investments holds 16 positions in its portfolio as reported in the December 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Valeant Pharmaceuticals Int 14.9 $156M 1.1M 143.11
FleetCor Technologies (FLT) 11.9 $125M 837k 148.71
Applied Materials (AMAT) 11.0 $114M 4.6M 24.92
Cdw (CDW) 9.2 $96M 2.7M 35.17
Charter Communications 9.1 $95M 570k 166.62
American International (AIG) 7.0 $73M 1.3M 56.01
Colfax Corporation 6.6 $69M 1.3M 51.57
Autodesk (ADSK) 6.0 $63M 1.1M 60.06
TransDigm Group Incorporated (TDG) 5.4 $57M 289k 196.35
W.R. Grace & Co. 5.4 $57M 593k 95.39
Sensata Technologies Hldg Bv 4.1 $43M 812k 52.41
Pandora Media 2.9 $30M 1.7M 17.83
Air Products & Chemicals (APD) 2.4 $25M 174k 144.23
Spirit AeroSystems Holdings (SPR) 2.3 $24M 568k 43.04
Gopro (GPRO) 1.2 $13M 200k 63.22
National Gen Hldgs 0.4 $4.0M 213k 18.61