Triple Frond Partners as of March 31, 2014
Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 7 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charles Schwab Corporation (SCHW) | 28.6 | $62M | 2.3M | 27.33 | |
| Progressive Corporation (PGR) | 18.1 | $39M | 1.6M | 24.22 | |
| Carnival Corporation (CCL) | 17.6 | $38M | 1.0M | 37.86 | |
| HCC Insurance Holdings | 14.2 | $31M | 670k | 45.49 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 8.0 | $17M | 175k | 97.60 | |
| Validus Holdings | 7.0 | $15M | 400k | 37.71 | |
| Ryanair Holdings | 6.5 | $14M | 236k | 58.81 |
