Marble Arch Investments as of Dec. 31, 2017
Portfolio Holdings for Marble Arch Investments
Marble Arch Investments holds 21 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 9.7 | $126M | 1.1M | 114.02 | |
| Spirit AeroSystems Holdings (SPR) | 9.1 | $118M | 1.4M | 87.25 | |
| Servicemaster Global | 9.0 | $117M | 2.3M | 51.27 | |
| Applied Materials (AMAT) | 8.0 | $104M | 2.0M | 51.12 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 7.5 | $97M | 290k | 335.96 | |
| D.R. Horton (DHI) | 7.4 | $96M | 1.9M | 51.07 | |
| Microsoft Corporation (MSFT) | 7.4 | $96M | 1.1M | 85.54 | |
| Willis Towers Watson (WTW) | 4.8 | $62M | 413k | 150.69 | |
| Armstrong World Industries (AWI) | 4.6 | $60M | 995k | 60.55 | |
| Facebook Inc cl a (META) | 4.4 | $57M | 321k | 176.46 | |
| salesforce (CRM) | 4.3 | $56M | 547k | 102.23 | |
| TransDigm Group Incorporated (TDG) | 4.2 | $55M | 199k | 274.62 | |
| Aercap Holdings Nv Ord Cmn (AER) | 3.8 | $49M | 927k | 52.61 | |
| Alphabet Inc Class A cs (GOOGL) | 3.6 | $47M | 45k | 1053.39 | |
| priceline.com Incorporated | 3.0 | $39M | 22k | 1737.72 | |
| Liberty Media Corp Series C Li | 3.0 | $39M | 1.1M | 34.16 | |
| Paypal Holdings (PYPL) | 2.9 | $38M | 518k | 73.62 | |
| Servicenow (NOW) | 1.6 | $20M | 156k | 130.39 | |
| Applied Optoelectronics (AAOI) | 1.1 | $14M | 360k | 37.82 | |
| Liberty Broadband Cl C (LBRDK) | 0.7 | $9.5M | 112k | 85.16 | |
| Frontier Communication | 0.1 | $1.6M | 235k | 6.76 |
