Marble Arch Investments as of March 31, 2014
Portfolio Holdings for Marble Arch Investments
Marble Arch Investments holds 21 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Valeant Pharmaceuticals Int | 13.7 | $178M | 1.3M | 131.83 | |
| FleetCor Technologies | 9.1 | $118M | 1.0M | 115.10 | |
| Cbre Group Inc Cl A (CBRE) | 6.2 | $81M | 2.9M | 27.43 | |
| Endo International (ENDPQ) | 6.0 | $77M | 1.1M | 68.65 | |
| W.R. Grace & Co. | 5.8 | $75M | 761k | 99.17 | |
| Colfax Corporation | 5.6 | $72M | 1.0M | 71.33 | |
| Nielsen Holdings Nv | 5.4 | $70M | 1.6M | 44.63 | |
| American International (AIG) | 5.4 | $70M | 1.4M | 50.01 | |
| Charter Communications | 5.1 | $66M | 535k | 123.20 | |
| Discovery Communications | 4.4 | $57M | 740k | 77.06 | |
| Amtrust Financial Services | 4.4 | $56M | 1.5M | 37.61 | |
| TransDigm Group Incorporated (TDG) | 4.3 | $56M | 300k | 185.20 | |
| Autodesk (ADSK) | 3.4 | $44M | 896k | 49.18 | |
| Evertec (EVTC) | 3.4 | $43M | 1.8M | 24.70 | |
| Vistaprint N V | 3.2 | $41M | 839k | 49.22 | |
| Pandora Media | 3.1 | $41M | 1.3M | 30.32 | |
| Howard Hughes | 2.9 | $38M | 265k | 142.71 | |
| Allegion Plc equity (ALLE) | 2.8 | $37M | 702k | 52.17 | |
| Twenty-first Century Fox | 2.7 | $35M | 1.1M | 31.97 | |
| Delek US Holdings | 1.7 | $22M | 758k | 29.04 | |
| Qihoo 360 Technologies Co Lt | 1.4 | $17M | 175k | 99.58 |
