Triple Frond Partners

Triple Frond Partners as of Sept. 30, 2013

Portfolio Holdings for Triple Frond Partners

Triple Frond Partners holds 9 positions in its portfolio as reported in the September 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Time Warner Cable 27.2 $89M 800k 111.60
Charles Schwab Corporation (SCHW) 14.5 $48M 2.3M 21.14
Carnival Corporation (CCL) 13.8 $45M 1.4M 32.64
HCC Insurance Holdings 10.4 $34M 782k 43.82
Ryanair Holdings 10.4 $34M 684k 49.74
Renaissance Re Holdings Ltd Cmn (RNR) 8.3 $27M 300k 90.53
Validus Holdings 6.2 $20M 550k 36.98
Progressive Corporation (PGR) 5.0 $16M 600k 27.23
CRH 4.2 $14M 564k 24.17