Triple Frond Partners as of March 31, 2013
Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 8 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Time Warner Cable | 25.2 | $88M | 911k | 96.06 | |
| Charles Schwab Corporation (SCHW) | 15.2 | $53M | 3.0M | 17.69 | |
| HCC Insurance Holdings | 13.9 | $48M | 1.2M | 42.03 | |
| Carnival Corporation (CCL) | 13.8 | $48M | 1.4M | 34.30 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 11.3 | $39M | 425k | 91.99 | |
| Ryanair Holdings | 9.8 | $34M | 809k | 41.78 | |
| Progressive Corporation (PGR) | 7.3 | $25M | 1.0M | 25.27 | |
| CRH | 3.6 | $12M | 564k | 22.09 |
