Marble Arch Investments as of Dec. 31, 2016
Portfolio Holdings for Marble Arch Investments
Marble Arch Investments holds 14 positions in its portfolio as reported in the December 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) | 13.8 | $194M | 675k | 287.92 | |
Spirit AeroSystems Holdings (SPR) | 10.8 | $152M | 2.6M | 58.35 | |
Willis Towers Watson (WTW) | 10.5 | $147M | 1.2M | 122.28 | |
Servicemaster Global | 10.2 | $143M | 3.8M | 37.67 | |
Advance Auto Parts (AAP) | 9.5 | $134M | 791k | 169.12 | |
Cbre Group Inc Cl A (CBRE) | 8.6 | $121M | 3.8M | 31.49 | |
Paypal Holdings (PYPL) | 8.1 | $113M | 2.9M | 39.47 | |
FleetCor Technologies | 7.1 | $100M | 703k | 141.52 | |
Armstrong World Industries (AWI) | 5.2 | $73M | 1.8M | 41.80 | |
Aercap Holdings Nv Ord Cmn (AER) | 4.5 | $63M | 1.5M | 41.61 | |
Air Products & Chemicals (APD) | 4.0 | $57M | 394k | 143.82 | |
Cdk Global Inc equities | 4.0 | $56M | 937k | 59.69 | |
TransDigm Group Incorporated (TDG) | 2.9 | $41M | 165k | 248.96 | |
Fitbit | 0.7 | $9.2M | 1.3M | 7.32 |