Marble Arch Investments as of June 30, 2016
Portfolio Holdings for Marble Arch Investments
Marble Arch Investments holds 15 positions in its portfolio as reported in the June 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Willis Towers Watson (WTW) | 14.1 | $203M | 1.6M | 124.31 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 11.1 | $160M | 697k | 228.64 | |
| Spirit AeroSystems Holdings (SPR) | 8.2 | $118M | 2.7M | 43.00 | |
| Servicemaster Global | 7.6 | $109M | 2.7M | 39.80 | |
| FleetCor Technologies | 7.5 | $107M | 747k | 143.13 | |
| Paypal Holdings (PYPL) | 7.0 | $100M | 2.7M | 36.51 | |
| Cbre Group Inc Cl A (CBRE) | 6.4 | $92M | 3.5M | 26.48 | |
| Advance Auto Parts (AAP) | 6.3 | $90M | 559k | 161.63 | |
| Air Products & Chemicals (APD) | 5.7 | $81M | 571k | 142.04 | |
| TransDigm Group Incorporated (TDG) | 5.5 | $78M | 297k | 263.69 | |
| Armstrong World Industries (AWI) | 4.8 | $69M | 1.8M | 39.15 | |
| Aercap Holdings Nv Ord Cmn (AER) | 4.8 | $68M | 2.0M | 33.59 | |
| Cdk Global Inc equities | 4.6 | $66M | 1.2M | 55.49 | |
| Aercap Holdings Nv cmn | 3.5 | $50M | 1.5M | 33.59 | |
| S&p Global (SPGI) | 3.1 | $44M | 414k | 107.26 |
