Triple Frond Partners

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