Marble Arch Investments

Marble Arch Investments as of March 31, 2011

Portfolio Holdings for Marble Arch Investments

Marble Arch Investments holds 22 positions in its portfolio as reported in the March 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Valeant Pharmaceuticals Int 14.2 $70M 1.4M 49.81
W.R. Grace & Co. 8.1 $40M 1.0M 38.29
Ens 7.1 $35M 600k 57.84
Google 6.0 $29M 50k 586.76
Laboratory Corp. of America Holdings (LH) 5.5 $27M 290k 92.13
Liberty Global 5.3 $26M 625k 41.41
Towers Watson & Co 5.1 $25M 450k 55.46
SolarWinds 5.0 $25M 1.1M 23.46
Vodafone 4.7 $23M 800k 28.75
Ascent Media Corporation 4.5 $22M 450k 48.85
Xerox Corporation 4.1 $20M 1.9M 10.65
FleetCor Technologies (FLT) 4.0 $20M 600k 32.66
Sensata Technologies Hldg Bv 4.0 $19M 560k 34.73
TransDigm Group Incorporated (TDG) 3.4 $17M 200k 83.83
Regions Financial Corporation (RF) 3.3 $16M 2.3M 7.26
Theravance 2.8 $14M 570k 24.22
Bank Of America Corporation warrant 2.8 $14M 1.8M 7.67
Verisk Analytics (VRSK) 2.7 $13M 400k 32.76
Golar Lng (GLNG) 2.6 $13M 505k 25.58
Forestar 2.3 $11M 600k 19.02
Jpmorgan Chase & Co. w exp 10/201 2.1 $10M 613k 16.78
Stec 0.4 $2.0M 100k 20.09