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 June 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Charter Communications Inc New Cl A cl a 11.46 484700 336.85
Servicemaster Global 9.80 3.56M -5% 39.19
Visa (V) 7.96 1.21M +59% 93.78
Willis Towers Watson 7.80 764500 -24% 145.46
Advance Auto Parts (AAP) 7.66 936200 116.59
Microsoft Corporation (MSFT) 7.05 1.46M NEW 68.93
TransDigm Group Incorporated (TDG) 6.45 342000 +6% 268.87
Paypal Holdings 6.36 1.69M -21% 53.67
Applied Materials (AMAT) 6.11 2.11M NEW 41.31
Armstrong World Industries (AWI) 5.65 1.75M 46.00
Liberty Media Corp Series C Li 5.14 2.00M NEW 36.62
Comcast Corporation (CMCSA) 4.91 1.80M 38.92
Cdk Global Inc equities 4.08 937000 62.06
Aercap Holdings Nv Ord Cmn 3.31 1.02M -33% 46.43
Acadia Healthcare 1.91 551439 -71% 49.38
salesforce (CRM) 1.51 248000 NEW 86.60
Altice Usa Inc cl a 1.47 650000 NEW 32.30
* Acacia Communications Inc Com stock 1.36 467000 -5% 41.47

Past 13F-HR SEC Filings by Marble Arch Investments

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