Marble Arch Investments

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