Marble Arch Investments as of Sept. 30, 2016
Portfolio Holdings for Marble Arch Investments
Marble Arch Investments holds 15 positions in its portfolio as reported in the September 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc New Cl A cl a (CHTR) | 12.2 | $182M | 675k | 269.97 | |
| Willis Towers Watson (WTW) | 11.5 | $171M | 1.3M | 132.77 | |
| Spirit AeroSystems Holdings (SPR) | 8.2 | $122M | 2.7M | 44.54 | |
| Advance Auto Parts (AAP) | 7.9 | $118M | 791k | 149.12 | |
| Paypal Holdings (PYPL) | 7.9 | $118M | 2.9M | 40.97 | |
| FleetCor Technologies | 7.6 | $113M | 651k | 173.73 | |
| Servicemaster Global | 7.5 | $112M | 3.3M | 33.68 | |
| Cbre Group Inc Cl A (CBRE) | 7.2 | $108M | 3.8M | 27.98 | |
| Air Products & Chemicals (APD) | 5.8 | $86M | 571k | 150.34 | |
| Aercap Holdings Nv Ord Cmn (AER) | 5.3 | $78M | 2.0M | 38.49 | |
| Armstrong World Industries (AWI) | 4.9 | $72M | 1.8M | 41.32 | |
| Aercap Holdings Nv cmn | 3.9 | $58M | 1.5M | 38.49 | |
| TransDigm Group Incorporated (TDG) | 3.7 | $56M | 192k | 289.12 | |
| Cdk Global Inc equities | 3.6 | $54M | 937k | 57.36 | |
| Hilton Worlwide Hldgs | 2.8 | $42M | 1.8M | 22.93 |
