Marble Arch Investments as of Dec. 31, 2014
Portfolio Holdings for Marble Arch Investments
Marble Arch Investments holds 16 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Valeant Pharmaceuticals Int | 14.9 | $156M | 1.1M | 143.11 | |
| FleetCor Technologies | 11.9 | $125M | 837k | 148.71 | |
| Applied Materials (AMAT) | 11.0 | $114M | 4.6M | 24.92 | |
| Cdw (CDW) | 9.2 | $96M | 2.7M | 35.17 | |
| Charter Communications | 9.1 | $95M | 570k | 166.62 | |
| American International (AIG) | 7.0 | $73M | 1.3M | 56.01 | |
| Colfax Corporation | 6.6 | $69M | 1.3M | 51.57 | |
| Autodesk (ADSK) | 6.0 | $63M | 1.1M | 60.06 | |
| TransDigm Group Incorporated (TDG) | 5.4 | $57M | 289k | 196.35 | |
| W.R. Grace & Co. | 5.4 | $57M | 593k | 95.39 | |
| Sensata Technologies Hldg Bv | 4.1 | $43M | 812k | 52.41 | |
| Pandora Media | 2.9 | $30M | 1.7M | 17.83 | |
| Air Products & Chemicals (APD) | 2.4 | $25M | 174k | 144.23 | |
| Spirit AeroSystems Holdings (SPR) | 2.3 | $24M | 568k | 43.04 | |
| Gopro (GPRO) | 1.2 | $13M | 200k | 63.22 | |
| National Gen Hldgs | 0.4 | $4.0M | 213k | 18.61 |
