Marble Arch Investments as of June 30, 2013
Portfolio Holdings for Marble Arch Investments
Marble Arch Investments holds 26 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Valeant Pharmaceuticals Int | 8.9 | $116M | 1.3M | 86.08 | |
| FleetCor Technologies | 7.8 | $102M | 1.3M | 81.30 | |
| W.R. Grace & Co. | 7.4 | $97M | 1.2M | 84.04 | |
| Discovery Communications | 6.8 | $89M | 1.3M | 69.77 | |
| Carter's (CRI) | 6.2 | $82M | 1.1M | 74.07 | |
| Charter Communications | 5.9 | $77M | 618k | 123.85 | |
| American International (AIG) | 5.8 | $76M | 1.7M | 44.70 | |
| Liberty Global Inc Com Ser A | 4.9 | $64M | 870k | 73.49 | |
| Motorola Solutions (MSI) | 4.4 | $57M | 987k | 57.73 | |
| Ensco Plc Shs Class A | 4.2 | $55M | 947k | 58.12 | |
| Golar Lng (GLNG) | 4.0 | $52M | 1.6M | 31.89 | |
| Colfax Corporation | 3.9 | $50M | 965k | 52.11 | |
| 3.8 | $50M | 57k | 880.37 | ||
| Vistaprint N V | 3.3 | $44M | 883k | 49.37 | |
| Sally Beauty Holdings (SBH) | 3.1 | $41M | 1.3M | 31.10 | |
| SolarWinds | 3.0 | $39M | 1.0M | 38.81 | |
| Liberty Global Inc C | 2.8 | $36M | 532k | 67.89 | |
| WABCO Holdings | 2.8 | $36M | 482k | 74.69 | |
| TransDigm Group Incorporated (TDG) | 2.4 | $31M | 200k | 156.77 | |
| Evertec (EVTC) | 2.2 | $28M | 1.3M | 21.97 | |
| Pbf Energy Inc cl a (PBF) | 1.9 | $25M | 980k | 25.90 | |
| Vivus | 1.6 | $21M | 1.7M | 12.58 | |
| Xpo Logistics Inc equity (XPO) | 1.1 | $14M | 778k | 18.09 | |
| Gen | 1.0 | $13M | 770k | 16.26 | |
| Customers Ban (CUBI) | 0.3 | $4.5M | 279k | 16.25 | |
| Sinclair Broadcast | 0.3 | $4.4M | 150k | 29.37 |
