Marble Arch Investments as of June 30, 2015
Portfolio Holdings for Marble Arch Investments
Marble Arch Investments holds 14 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Valeant Pharmaceuticals Int | 20.5 | $238M | 1.1M | 222.15 | |
| Aspen Technology | 12.2 | $141M | 3.1M | 45.55 | |
| FleetCor Technologies | 11.3 | $131M | 837k | 156.06 | |
| Spirit Aerosystems Hldgs Com Cl A (SPR) | 10.2 | $119M | 2.2M | 55.11 | |
| Charter Communications Inc D Cl A New | 8.8 | $102M | 595k | 171.25 | |
| Cdk Global Inc equities | 6.4 | $74M | 1.4M | 53.98 | |
| Air Products & Chemicals (APD) | 6.1 | $71M | 521k | 136.83 | |
| Horizon Pharma SHS | 5.7 | $66M | 1.9M | 34.74 | |
| TransDigm Group Incorporated (TDG) | 5.6 | $65M | 289k | 224.67 | |
| Autodesk (ADSK) | 5.1 | $60M | 1.2M | 50.07 | |
| National Gen Hldgs | 2.8 | $33M | 1.6M | 20.83 | |
| Univar | 2.5 | $29M | 1.1M | 26.03 | |
| Ambarella SHS (AMBA) | 2.0 | $24M | 230k | 102.69 | |
| Coupons | 0.9 | $9.9M | 920k | 10.79 |
