Triple Frond Partners as of March 31, 2011
Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 12 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Time Warner Cable | 17.8 | $48M | 675k | 71.34 | |
| Progressive Corporation (PGR) | 12.5 | $34M | 1.6M | 21.13 | |
| Medtronic | 12.3 | $33M | 847k | 39.35 | |
| Coca-cola Enterprises | 11.1 | $30M | 1.1M | 27.30 | |
| HCC Insurance Holdings | 9.4 | $26M | 815k | 31.31 | |
| Life Time Fitness | 8.4 | $23M | 609k | 37.31 | |
| Diageo (DEO) | 8.3 | $23M | 295k | 76.22 | |
| Talecris Biotherapeutics Holdings | 7.9 | $21M | 800k | 26.80 | |
| McGrath Rent (MGRC) | 4.6 | $12M | 454k | 27.27 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 3.8 | $10M | 150k | 68.99 | |
| Embotelladora Andina SA (AKO.A) | 3.6 | $9.8M | 415k | 23.70 | |
| Embotelladora Andina SA (AKO.B) | 0.4 | $1.1M | 37k | 29.25 |
