Marble Arch Investments as of Sept. 30, 2017
Portfolio Holdings for Marble Arch Investments
Marble Arch Investments holds 21 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Servicemaster Global | 9.5 | $143M | 3.1M | 46.73 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 9.4 | $142M | 390k | 363.42 | |
| Visa (V) | 7.7 | $116M | 1.1M | 105.24 | |
| Applied Materials (AMAT) | 7.3 | $110M | 2.1M | 52.09 | |
| Spirit AeroSystems Holdings (SPR) | 7.0 | $105M | 1.4M | 77.72 | |
| Willis Towers Watson (WTW) | 7.0 | $105M | 682k | 154.23 | |
| Microsoft Corporation (MSFT) | 6.5 | $98M | 1.3M | 74.49 | |
| Paypal Holdings (PYPL) | 5.9 | $89M | 1.4M | 64.03 | |
| Armstrong World Industries (AWI) | 5.3 | $80M | 1.6M | 51.25 | |
| O'reilly Automotive (ORLY) | 4.9 | $73M | 340k | 215.37 | |
| Liberty Media Corp Series C Li | 4.5 | $68M | 1.8M | 38.09 | |
| Cdk Global Inc equities | 4.2 | $63M | 997k | 63.09 | |
| TransDigm Group Incorporated (TDG) | 4.1 | $62M | 244k | 255.65 | |
| Comcast Corporation (CMCSA) | 3.9 | $58M | 1.5M | 38.48 | |
| Aercap Holdings Nv Ord Cmn (AER) | 3.5 | $52M | 1.0M | 51.11 | |
| Zayo Group Hldgs | 2.8 | $42M | 1.2M | 34.42 | |
| salesforce (CRM) | 2.8 | $42M | 447k | 93.42 | |
| Servicenow (NOW) | 1.4 | $21M | 178k | 117.53 | |
| Wabtec Corporation (WAB) | 1.4 | $20M | 269k | 75.75 | |
| Applied Optoelectronics (AAOI) | 0.8 | $11M | 176k | 64.67 | |
| Frontier Communication | 0.3 | $4.1M | 350k | 11.79 |
