Triple Frond Partners as of Dec. 31, 2010
Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 10 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Time Warner Cable | 21.0 | $45M | 675k | 66.03 | |
| Medtronic | 14.8 | $31M | 847k | 37.09 | |
| Life Time Fitness | 12.4 | $26M | 642k | 40.99 | |
| HCC Insurance Holdings | 11.1 | $24M | 815k | 28.94 | |
| Coca-cola Enterprises | 10.9 | $23M | 927k | 25.03 | |
| Diageo (DEO) | 10.3 | $22M | 295k | 74.33 | |
| Talecris Biotherapeutics Holdings | 8.8 | $19M | 800k | 23.30 | |
| McGrath Rent (MGRC) | 5.6 | $12M | 454k | 26.22 | |
| Embotelladora Andina SA (AKO.A) | 4.6 | $9.9M | 415k | 23.80 | |
| Embotelladora Andina SA (AKO.B) | 0.5 | $1.1M | 37k | 30.21 |
