Marble Arch Investments as of June 30, 2017
Portfolio Holdings for Marble Arch Investments
Marble Arch Investments holds 18 positions in its portfolio as reported in the June 2017 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) | 11.5 | $163M | 485k | 336.85 | |
| Servicemaster Global | 9.8 | $140M | 3.6M | 39.19 | |
| Visa (V) | 8.0 | $114M | 1.2M | 93.78 | |
| Willis Towers Watson (WTW) | 7.8 | $111M | 765k | 145.46 | |
| Advance Auto Parts (AAP) | 7.7 | $109M | 936k | 116.59 | |
| Microsoft Corporation (MSFT) | 7.0 | $101M | 1.5M | 68.93 | |
| TransDigm Group Incorporated (TDG) | 6.5 | $92M | 342k | 268.87 | |
| Paypal Holdings (PYPL) | 6.4 | $91M | 1.7M | 53.67 | |
| Applied Materials (AMAT) | 6.1 | $87M | 2.1M | 41.31 | |
| Armstrong World Industries (AWI) | 5.7 | $81M | 1.8M | 46.00 | |
| Liberty Media Corp Series C Li | 5.1 | $73M | 2.0M | 36.62 | |
| Comcast Corporation (CMCSA) | 4.9 | $70M | 1.8M | 38.92 | |
| Cdk Global Inc equities | 4.1 | $58M | 937k | 62.06 | |
| Aercap Holdings Nv Ord Cmn (AER) | 3.3 | $47M | 1.0M | 46.43 | |
| Acadia Healthcare (ACHC) | 1.9 | $27M | 551k | 49.38 | |
| salesforce (CRM) | 1.5 | $22M | 248k | 86.60 | |
| Altice Usa Inc cl a (ATUS) | 1.5 | $21M | 650k | 32.30 | |
| Acacia Communications | 1.4 | $19M | 467k | 41.47 |
