Triple Frond Partners

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