Triple Frond Partners as of Sept. 30, 2011
Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 12 positions in its portfolio as reported in the September 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Time Warner Cable | 18.7 | $51M | 820k | 62.67 | |
| Grifols S A | 11.6 | $32M | 5.0M | 6.39 | |
| HCC Insurance Holdings | 11.4 | $31M | 1.2M | 27.05 | |
| Progressive Corporation (PGR) | 10.3 | $28M | 1.6M | 17.76 | |
| Coca-cola Enterprises | 9.6 | $27M | 1.1M | 24.88 | |
| Life Time Fitness | 8.2 | $22M | 609k | 36.85 | |
| Diageo (DEO) | 8.2 | $22M | 295k | 75.93 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 6.8 | $19M | 293k | 63.80 | |
| Hewlett-Packard Company | 4.9 | $13M | 598k | 22.45 | |
| McGrath Rent (MGRC) | 3.9 | $11M | 454k | 23.79 | |
| CRH | 3.2 | $8.8M | 569k | 15.51 | |
| Embotelladora Andina SA (AKO.A) | 3.1 | $8.5M | 415k | 20.50 |
