Marble Arch Investments as of March 31, 2016
Portfolio Holdings for Marble Arch Investments
Marble Arch Investments holds 18 positions in its portfolio as reported in the March 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Willis Towers Watson (WTW) | 16.2 | $229M | 1.9M | 118.66 | |
| Charter Communications | 9.6 | $136M | 670k | 202.43 | |
| FleetCor Technologies | 9.4 | $133M | 891k | 148.75 | |
| Spirit AeroSystems Holdings (SPR) | 8.4 | $119M | 2.6M | 45.36 | |
| Aercap Holdings Nv Ord Cmn (AER) | 7.5 | $106M | 2.7M | 38.76 | |
| TransDigm Group Incorporated (TDG) | 7.4 | $104M | 473k | 220.34 | |
| Servicemaster Global | 7.3 | $103M | 2.7M | 37.68 | |
| Armstrong World Industries (AWI) | 6.0 | $85M | 1.8M | 48.37 | |
| Air Products & Chemicals (APD) | 5.8 | $82M | 571k | 144.05 | |
| Cdk Global Inc equities | 5.4 | $76M | 1.6M | 46.55 | |
| Paypal Holdings (PYPL) | 5.2 | $73M | 1.9M | 38.60 | |
| McGraw-Hill Companies | 4.0 | $56M | 568k | 98.98 | |
| Broad | 3.1 | $45M | 288k | 154.50 | |
| Wayfair (W) | 1.4 | $21M | 475k | 43.22 | |
| Cbre Group Inc Cl A (CBRE) | 1.4 | $19M | 660k | 28.82 | |
| Ambarella (AMBA) | 0.7 | $10M | 230k | 44.70 | |
| Teladoc (TDOC) | 0.7 | $9.1M | 949k | 9.60 | |
| Weight Watchers International | 0.5 | $7.3M | 500k | 14.53 |
