Triple Frond Partners as of Sept. 30, 2013
Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 9 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Time Warner Cable | 27.2 | $89M | 800k | 111.60 | |
| Charles Schwab Corporation (SCHW) | 14.5 | $48M | 2.3M | 21.14 | |
| Carnival Corporation (CCL) | 13.8 | $45M | 1.4M | 32.64 | |
| HCC Insurance Holdings | 10.4 | $34M | 782k | 43.82 | |
| Ryanair Holdings | 10.4 | $34M | 684k | 49.74 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 8.3 | $27M | 300k | 90.53 | |
| Validus Holdings | 6.2 | $20M | 550k | 36.98 | |
| Progressive Corporation (PGR) | 5.0 | $16M | 600k | 27.23 | |
| CRH | 4.2 | $14M | 564k | 24.17 |
