Triple Frond Partners

Triple Frond Partners as of June 30, 2013

Portfolio Holdings for Triple Frond Partners

Triple Frond Partners holds 8 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Time Warner Cable 28.7 $102M 911k 112.48
Charles Schwab Corporation (SCHW) 17.7 $63M 3.0M 21.23
Carnival Corporation (CCL) 13.4 $48M 1.4M 34.29
Renaissance Re Holdings Ltd Cmn (RNR) 10.3 $37M 425k 86.79
Ryanair Holdings 9.9 $35M 684k 51.53
HCC Insurance Holdings 9.7 $35M 800k 43.11
Progressive Corporation (PGR) 7.1 $25M 1.0M 25.42
CRH 3.2 $11M 564k 20.31