Marble Arch Investments as of Sept. 30, 2013
Portfolio Holdings for Marble Arch Investments
Marble Arch Investments holds 24 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Valeant Pharmaceuticals Int | 11.4 | $141M | 1.3M | 104.33 | |
| FleetCor Technologies | 11.2 | $138M | 1.2M | 110.16 | |
| Discovery Communications | 7.5 | $92M | 1.2M | 78.12 | |
| W.R. Grace & Co. | 7.1 | $87M | 993k | 87.40 | |
| American International (AIG) | 6.8 | $84M | 1.7M | 48.63 | |
| Carter's (CRI) | 5.0 | $62M | 811k | 75.89 | |
| Charter Communications | 5.0 | $61M | 456k | 134.76 | |
| Colfax Corporation | 4.4 | $55M | 965k | 56.49 | |
| Vistaprint N V | 4.3 | $52M | 925k | 56.60 | |
| Nielsen Holdings Nv | 4.3 | $52M | 1.4M | 36.45 | |
| Liberty Global Inc Com Ser A | 4.1 | $50M | 634k | 79.35 | |
| Golar Lng (GLNG) | 4.0 | $50M | 1.3M | 37.67 | |
| Liberty Global Inc C | 3.3 | $40M | 532k | 75.43 | |
| 3.0 | $37M | 43k | 875.90 | ||
| Evertec (EVTC) | 3.0 | $36M | 1.6M | 22.21 | |
| Sally Beauty Holdings (SBH) | 2.8 | $35M | 1.3M | 26.16 | |
| Endo Pharmaceuticals | 2.8 | $34M | 750k | 45.44 | |
| Twenty-first Century Fox | 2.6 | $33M | 970k | 33.51 | |
| TransDigm Group Incorporated (TDG) | 2.3 | $28M | 200k | 138.70 | |
| Pbf Energy Inc cl a (PBF) | 1.6 | $20M | 902k | 22.45 | |
| Vivus | 1.3 | $16M | 1.7M | 9.30 | |
| SolarWinds | 0.9 | $12M | 332k | 35.06 | |
| Customers Ban (CUBI) | 0.8 | $9.8M | 611k | 16.10 | |
| Xpo Logistics Inc equity (XPO) | 0.4 | $4.7M | 215k | 21.67 |
