Triple Frond Partners as of Sept. 30, 2015
Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 7 positions in its portfolio as reported in the September 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Charles Schwab Corporation (SCHW) | 18.1 | $86M | 3.0M | 28.56 | |
Charter Communications | 16.7 | $79M | 450k | 175.85 | |
Liberty Global Inc C | 15.6 | $74M | 1.8M | 41.02 | |
TransDigm Group Incorporated (TDG) | 14.6 | $69M | 325k | 212.41 | |
Moody's Corporation (MCO) | 13.0 | $61M | 625k | 98.20 | |
DaVita (DVA) | 11.5 | $54M | 750k | 72.33 | |
Progressive Corporation (PGR) | 10.4 | $49M | 1.6M | 30.64 |