Triple Frond Partners as of June 30, 2014
Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 5 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charles Schwab Corporation (SCHW) | 30.0 | $61M | 2.3M | 26.93 | |
| Progressive Corporation (PGR) | 20.2 | $41M | 1.6M | 25.36 | |
| Carnival Corporation (CCL) | 18.6 | $38M | 1.0M | 37.65 | |
| HCC Insurance Holdings | 16.2 | $33M | 670k | 48.94 | |
| McDonald's Corporation (MCD) | 15.0 | $30M | 300k | 100.74 |
