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 |
