Marble Arch Investments as of March 31, 2015
Portfolio Holdings for Marble Arch Investments
Marble Arch Investments holds 15 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Valeant Pharmaceuticals Int | 18.9 | $212M | 1.1M | 198.62 | |
| FleetCor Technologies | 11.2 | $126M | 837k | 150.92 | |
| Aspen Technology | 10.6 | $119M | 3.1M | 38.49 | |
| Charter Communications | 9.8 | $110M | 570k | 193.11 | |
| Applied Materials (AMAT) | 9.6 | $107M | 4.8M | 22.56 | |
| Spirit AeroSystems Holdings (SPR) | 8.7 | $98M | 1.9M | 52.21 | |
| Autodesk (ADSK) | 6.2 | $70M | 1.2M | 58.64 | |
| TransDigm Group Incorporated (TDG) | 5.6 | $63M | 289k | 218.72 | |
| Air Products & Chemicals (APD) | 5.3 | $59M | 390k | 151.28 | |
| W.R. Grace & Co. | 5.2 | $59M | 593k | 98.87 | |
| Cdk Global Inc equities | 4.9 | $55M | 1.2M | 46.76 | |
| Horizon Pharma | 1.7 | $19M | 720k | 25.97 | |
| Arista Networks (ANET) | 1.6 | $18M | 250k | 70.53 | |
| Coupons | 0.4 | $4.5M | 380k | 11.74 | |
| National Gen Hldgs | 0.3 | $4.0M | 213k | 18.70 |
