Triple Frond Partners as of Dec. 31, 2012
Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 9 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Time Warner Cable | 22.2 | $79M | 811k | 97.19 | |
| HCC Insurance Holdings | 14.1 | $50M | 1.3M | 37.21 | |
| Charles Schwab Corporation (SCHW) | 12.1 | $43M | 3.0M | 14.36 | |
| Progressive Corporation (PGR) | 11.0 | $39M | 1.9M | 21.10 | |
| Carnival Corporation (CCL) | 10.3 | $37M | 991k | 36.77 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 9.8 | $35M | 425k | 81.26 | |
| Coca-cola Enterprises | 9.4 | $33M | 1.1M | 31.73 | |
| Ryanair Holdings | 7.8 | $28M | 809k | 34.28 | |
| CRH | 3.2 | $12M | 564k | 20.34 |
