Marble Arch Investments as of Dec. 31, 2015
Portfolio Holdings for Marble Arch Investments
Marble Arch Investments holds 20 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Towers Watson & Co | 13.6 | $201M | 1.6M | 128.46 | |
| Charter Communications | 9.2 | $137M | 746k | 183.10 | |
| Aercap Holdings Nv Ord Cmn (AER) | 9.2 | $136M | 3.2M | 43.16 | |
| FleetCor Technologies | 8.6 | $128M | 894k | 142.93 | |
| Spirit AeroSystems Holdings (SPR) | 8.4 | $125M | 2.5M | 50.07 | |
| Servicemaster Global | 7.3 | $108M | 2.7M | 39.24 | |
| Valeant Pharmaceuticals Int | 6.4 | $95M | 930k | 101.65 | |
| Avago Technologies | 5.7 | $84M | 577k | 145.15 | |
| TransDigm Group Incorporated (TDG) | 5.4 | $79M | 347k | 228.45 | |
| Via | 5.2 | $76M | 1.9M | 41.16 | |
| Cdk Global Inc equities | 5.1 | $75M | 1.6M | 47.47 | |
| Air Products & Chemicals (APD) | 5.0 | $74M | 571k | 130.11 | |
| McGraw-Hill Companies | 2.1 | $32M | 320k | 98.58 | |
| Paypal Holdings (PYPL) | 2.1 | $31M | 859k | 36.20 | |
| Fitbit | 2.0 | $30M | 1.0M | 29.59 | |
| Wayfair (W) | 1.3 | $20M | 410k | 47.62 | |
| Universal Insurance Holdings (UVE) | 1.1 | $16M | 707k | 23.18 | |
| Teladoc (TDOC) | 1.0 | $14M | 796k | 17.96 | |
| Ambarella (AMBA) | 0.9 | $13M | 230k | 55.74 | |
| Adeptus Health Inc-class A | 0.5 | $6.8M | 125k | 54.52 |
