Marble Arch Investments

Latest statistics and disclosures from Marble Arch Investments's latest quarterly 13F-HR filing:

Companies in the Marble Arch Investments portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Servicemaster Global 9.50 3.06M -14% 46.73
Charter Communications Inc New Cl A cl a 9.40 389600 -19% 363.42
Visa (V) 7.72 1.11M -8% 105.24
Applied Materials (AMAT) 7.29 2.11M 52.09
Spirit AeroSystems Holdings (SPR) 6.98 1.35M NEW 77.72
Willis Towers Watson 6.98 682300 -10% 154.23
Microsoft Corporation (MSFT) 6.50 1.31M -9% 74.49
Paypal Holdings 5.94 1.40M -17% 64.03
Armstrong World Industries (AWI) 5.32 1.56M -10% 51.25
O'reilly Automotive Inc 4.86 340000 NEW 215.37
Liberty Media Corp Series C Li 4.51 1.78M -10% 38.09
Cdk Global Inc equities 4.18 997000 +6% 63.09
TransDigm Group Incorporated (TDG) 4.14 244000 -28% 255.65
Comcast Corporation (CMCSA) 3.87 1.52M -15% 38.48
Aercap Holdings Nv Ord Cmn 3.45 1.02M 51.11
Zayo Group Hldgs 2.81 1.23M NEW 34.42
salesforce (CRM) 2.77 447200 +80% 93.42
Servicenow 1.39 178000 NEW 117.53
Wabtec Corporation (WAB) 1.35 269200 NEW 75.75
Applied Optoelectronics 0.75 175800 NEW 64.67
Frontier Communication 0.27 350000 NEW 11.79

Past 13F-HR SEC Filings by Marble Arch Investments

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