Marble Arch Investments as of Sept. 30, 2015
Portfolio Holdings for Marble Arch Investments
Marble Arch Investments holds 19 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Valeant Pharmaceuticals Int | 16.4 | $214M | 1.2M | 178.38 | |
| Towers Watson & Co | 10.4 | $135M | 1.2M | 117.38 | |
| Spirit AeroSystems Holdings (SPR) | 9.2 | $119M | 2.5M | 48.34 | |
| FleetCor Technologies | 8.9 | $115M | 837k | 137.62 | |
| Aercap Holdings Nv Ord Cmn (AER) | 8.4 | $109M | 2.8M | 38.24 | |
| Charter Communications | 8.2 | $107M | 607k | 175.85 | |
| Aspen Technology | 7.2 | $94M | 2.5M | 37.91 | |
| Air Products & Chemicals (APD) | 5.6 | $73M | 571k | 127.58 | |
| Cdk Global Inc equities | 5.0 | $66M | 1.4M | 47.78 | |
| TransDigm Group Incorporated (TDG) | 4.7 | $61M | 289k | 212.41 | |
| Autodesk (ADSK) | 4.7 | $61M | 1.4M | 44.14 | |
| Avago Technologies | 4.2 | $54M | 431k | 125.01 | |
| Horizon Pharma | 2.5 | $32M | 1.6M | 19.82 | |
| Teladoc (TDOC) | 1.2 | $15M | 685k | 22.29 | |
| Wayfair (W) | 1.1 | $14M | 410k | 35.06 | |
| Ambarella (AMBA) | 1.0 | $13M | 230k | 57.79 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 0.9 | $12M | 450k | 27.00 | |
| Weight Watchers International | 0.3 | $3.7M | 575k | 6.38 | |
| VASCO Data Security International | 0.2 | $2.3M | 135k | 17.04 |
