Triple Frond Partners as of Sept. 30, 2014
Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 5 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charles Schwab Corporation (SCHW) | 30.7 | $66M | 2.3M | 29.39 | |
| Progressive Corporation (PGR) | 18.9 | $41M | 1.6M | 25.28 | |
| DaVita (DVA) | 18.6 | $40M | 550k | 73.14 | |
| Carnival Corporation (CCL) | 18.6 | $40M | 1.0M | 40.17 | |
| McDonald's Corporation (MCD) | 13.2 | $28M | 300k | 94.81 |
