Marble Arch Investments as of Sept. 30, 2014
Portfolio Holdings for Marble Arch Investments
Marble Arch Investments holds 21 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Valeant Pharmaceuticals Int | 11.3 | $136M | 1.0M | 131.20 | |
| FleetCor Technologies | 10.1 | $122M | 857k | 142.12 | |
| Charter Communications | 7.2 | $86M | 570k | 151.37 | |
| Cdw (CDW) | 7.0 | $85M | 2.7M | 31.05 | |
| Nielsen Holdings Nv | 5.6 | $67M | 1.5M | 44.33 | |
| Carter's (CRI) | 5.5 | $66M | 851k | 77.52 | |
| American International (AIG) | 5.3 | $64M | 1.2M | 54.02 | |
| Colfax Corporation | 5.3 | $64M | 1.1M | 56.97 | |
| Discovery Communications | 4.4 | $53M | 1.4M | 37.28 | |
| Applied Materials (AMAT) | 4.3 | $52M | 2.4M | 21.61 | |
| Cbre Group Inc Cl A (CBRE) | 4.1 | $50M | 1.7M | 29.74 | |
| TransDigm Group Incorporated (TDG) | 4.1 | $50M | 269k | 184.33 | |
| Amtrust Financial Services | 3.8 | $45M | 1.1M | 39.82 | |
| Allegion Plc equity (ALLE) | 3.7 | $45M | 945k | 47.64 | |
| Endo International (ENDPQ) | 3.5 | $43M | 623k | 68.34 | |
| Pandora Media | 3.4 | $41M | 1.7M | 24.16 | |
| Allergan | 3.4 | $41M | 229k | 178.19 | |
| W.R. Grace & Co. | 3.3 | $40M | 439k | 90.94 | |
| Qihoo 360 Technologies Co Lt | 2.3 | $27M | 403k | 67.47 | |
| Gopro (GPRO) | 1.6 | $19M | 200k | 93.70 | |
| Armstrong World Industries (AWI) | 0.8 | $9.1M | 162k | 56.00 |
