Triple Frond Partners as of Dec. 31, 2014
Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 6 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charles Schwab Corporation (SCHW) | 26.8 | $76M | 2.5M | 30.19 | |
| Liberty Global Inc C | 17.2 | $48M | 1.0M | 48.31 | |
| Progressive Corporation (PGR) | 15.4 | $44M | 1.6M | 26.99 | |
| DaVita (DVA) | 14.8 | $42M | 550k | 75.74 | |
| Charter Communications | 13.6 | $38M | 230k | 166.62 | |
| Carnival Corporation (CCL) | 12.1 | $34M | 750k | 45.33 |
