Triple Frond Partners as of Dec. 31, 2013
Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 10 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charles Schwab Corporation (SCHW) | 19.5 | $59M | 2.3M | 26.00 | |
| Time Warner Cable | 18.1 | $54M | 400k | 135.50 | |
| Carnival Corporation (CCL) | 13.4 | $40M | 1.0M | 40.17 | |
| Ryanair Holdings | 10.7 | $32M | 684k | 46.93 | |
| HCC Insurance Holdings | 10.3 | $31M | 670k | 46.14 | |
| TRW Automotive Holdings | 6.8 | $20M | 273k | 74.39 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 5.7 | $17M | 175k | 97.34 | |
| Progressive Corporation (PGR) | 5.5 | $16M | 600k | 27.27 | |
| Validus Holdings | 5.4 | $16M | 400k | 40.29 | |
| CRH | 4.8 | $14M | 564k | 25.55 |
