Triple Frond Partners as of March 31, 2012
Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 10 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Time Warner Cable | 19.0 | $66M | 811k | 81.50 | |
| Progressive Corporation (PGR) | 12.3 | $43M | 1.9M | 23.18 | |
| HCC Insurance Holdings | 12.0 | $42M | 1.3M | 31.17 | |
| Grifols S A | 12.0 | $42M | 5.4M | 7.71 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 9.2 | $32M | 425k | 75.73 | |
| Coca-cola Enterprises | 8.6 | $30M | 1.1M | 28.60 | |
| Ryanair Holdings | 8.4 | $29M | 809k | 36.28 | |
| Charles Schwab Corporation (SCHW) | 8.2 | $28M | 2.0M | 14.37 | |
| Carnival Corporation (CCL) | 6.8 | $24M | 741k | 32.08 | |
| CRH | 3.3 | $12M | 564k | 20.51 |
