Triple Frond Partners as of Sept. 30, 2012
Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 9 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Time Warner Cable | 22.8 | $77M | 811k | 95.06 | |
| HCC Insurance Holdings | 13.5 | $46M | 1.3M | 33.89 | |
| Progressive Corporation (PGR) | 11.4 | $38M | 1.9M | 20.74 | |
| Charles Schwab Corporation (SCHW) | 11.3 | $38M | 3.0M | 12.79 | |
| Carnival Corporation (CCL) | 10.7 | $36M | 991k | 36.43 | |
| Coca-cola Enterprises | 9.7 | $33M | 1.1M | 31.27 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 9.7 | $33M | 425k | 77.04 | |
| Ryanair Holdings | 7.7 | $26M | 809k | 32.25 | |
| CRH | 3.2 | $11M | 564k | 19.20 |
