Triple Frond Partners as of June 30, 2012
Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 10 positions in its portfolio as reported in the June 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Time Warner Cable | 18.9 | $67M | 811k | 82.10 | |
| HCC Insurance Holdings | 12.0 | $42M | 1.3M | 31.40 | |
| Progressive Corporation (PGR) | 11.0 | $39M | 1.9M | 20.83 | |
| Charles Schwab Corporation (SCHW) | 10.9 | $39M | 3.0M | 12.93 | |
| Grifols S A | 9.8 | $35M | 3.6M | 9.60 | |
| Carnival Corporation (CCL) | 9.7 | $34M | 991k | 34.27 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 9.2 | $32M | 425k | 76.01 | |
| Coca-cola Enterprises | 8.4 | $30M | 1.1M | 28.04 | |
| Ryanair Holdings | 7.0 | $25M | 809k | 30.40 | |
| CRH | 3.1 | $11M | 564k | 19.24 |
