Marble Arch Investments as of March 31, 2017
Portfolio Holdings for Marble Arch Investments
Marble Arch Investments holds 18 positions in its portfolio as reported in the March 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) | 9.9 | $159M | 485k | 327.32 | |
| Servicemaster Global | 9.8 | $158M | 3.8M | 41.75 | |
| Advance Auto Parts (AAP) | 8.6 | $139M | 936k | 148.26 | |
| Willis Towers Watson (WTW) | 8.2 | $132M | 1.0M | 130.89 | |
| Spirit AeroSystems Holdings (SPR) | 8.2 | $132M | 2.3M | 57.92 | |
| FleetCor Technologies | 6.3 | $101M | 665k | 151.43 | |
| Paypal Holdings (PYPL) | 5.8 | $93M | 2.2M | 43.02 | |
| Acadia Healthcare (ACHC) | 5.2 | $84M | 1.9M | 43.60 | |
| Armstrong World Industries (AWI) | 5.0 | $81M | 1.8M | 46.05 | |
| TransDigm Group Incorporated (TDG) | 4.4 | $71M | 321k | 220.16 | |
| Aercap Holdings Nv Ord Cmn (AER) | 4.3 | $70M | 1.5M | 45.97 | |
| Comcast Corporation (CMCSA) | 4.2 | $68M | 1.8M | 37.59 | |
| Visa (V) | 4.2 | $68M | 759k | 88.87 | |
| Cdk Global Inc equities | 3.8 | $61M | 937k | 65.01 | |
| Palo Alto Networks (PANW) | 3.5 | $57M | 506k | 112.68 | |
| Cbre Group Inc Cl A (CBRE) | 3.5 | $56M | 1.6M | 34.79 | |
| Air Products & Chemicals (APD) | 3.2 | $51M | 378k | 135.29 | |
| Acacia Communications | 1.8 | $29M | 495k | 58.62 |
