Marble Arch Investments as of March 31, 2013
Portfolio Holdings for Marble Arch Investments
Marble Arch Investments holds 24 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| FleetCor Technologies | 8.9 | $122M | 1.6M | 76.67 | |
| W.R. Grace & Co. | 7.4 | $101M | 1.3M | 77.51 | |
| Liberty Global | 7.3 | $101M | 1.4M | 73.38 | |
| 6.6 | $91M | 114k | 794.19 | ||
| Discovery Communications | 6.5 | $89M | 1.3M | 69.54 | |
| Motorola Solutions (MSI) | 5.8 | $79M | 1.2M | 64.03 | |
| Valeant Pharmaceuticals Int | 4.9 | $68M | 900k | 75.02 | |
| Charter Communications | 4.7 | $64M | 618k | 104.18 | |
| Tripadvisor (TRIP) | 4.6 | $63M | 1.2M | 52.52 | |
| Golar Lng (GLNG) | 4.4 | $61M | 1.6M | 36.99 | |
| SolarWinds | 4.3 | $59M | 1.0M | 59.10 | |
| Ensco Plc Shs Class A | 4.3 | $58M | 970k | 60.00 | |
| Carter's (CRI) | 4.2 | $57M | 1.0M | 57.27 | |
| American International (AIG) | 3.6 | $49M | 1.3M | 38.82 | |
| Colfax Corporation | 3.3 | $45M | 965k | 46.54 | |
| Adobe Systems Incorporated (ADBE) | 3.0 | $41M | 937k | 43.52 | |
| Jones Lang LaSalle Incorporated (JLL) | 2.8 | $39M | 390k | 99.41 | |
| Sally Beauty Holdings (SBH) | 2.8 | $39M | 1.3M | 29.38 | |
| WABCO Holdings | 2.8 | $38M | 538k | 70.59 | |
| TransDigm Group Incorporated (TDG) | 2.2 | $31M | 200k | 152.92 | |
| Vistaprint N V | 1.8 | $25M | 649k | 38.66 | |
| Sensata Technologies Hldg Bv | 1.4 | $20M | 600k | 32.87 | |
| Vivus | 1.2 | $17M | 1.6M | 11.00 | |
| Xpo Logistics Inc equity (XPO) | 1.0 | $13M | 778k | 16.84 |
