Triple Frond Partners as of Dec. 31, 2011
Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 12 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Time Warner Cable | 19.4 | $52M | 820k | 63.57 | |
| HCC Insurance Holdings | 13.9 | $37M | 1.4M | 27.50 | |
| Progressive Corporation (PGR) | 13.6 | $37M | 1.9M | 19.51 | |
| Grifols S A | 10.2 | $28M | 5.0M | 5.53 | |
| Coca-cola Enterprises | 10.2 | $27M | 1.1M | 25.78 | |
| Diageo (DEO) | 9.6 | $26M | 295k | 87.42 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 8.1 | $22M | 293k | 74.37 | |
| Hewlett-Packard Company | 5.7 | $15M | 598k | 25.76 | |
| CRH | 4.2 | $11M | 570k | 19.82 | |
| Embotelladora Andina SA (AKO.A) | 3.2 | $8.5M | 415k | 20.57 | |
| McGrath Rent (MGRC) | 1.0 | $2.7M | 92k | 28.99 | |
| Ryanair Holdings | 0.8 | $2.2M | 79k | 27.86 |
