Triple Frond Partners

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