Triple Frond Partners as of June 30, 2011
Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 12 positions in its portfolio as reported in the June 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Time Warner Cable | 17.7 | $53M | 675k | 78.04 | |
| Progressive Corporation (PGR) | 11.5 | $34M | 1.6M | 21.38 | |
| Medtronic | 11.0 | $33M | 847k | 38.53 | |
| Coca-cola Enterprises | 10.8 | $32M | 1.1M | 29.18 | |
| HCC Insurance Holdings | 8.6 | $26M | 815k | 31.50 | |
| Life Time Fitness | 8.2 | $24M | 609k | 39.91 | |
| Diageo (DEO) | 8.1 | $24M | 295k | 81.87 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 6.9 | $21M | 293k | 69.95 | |
| Grifols S A | 5.9 | $18M | 2.3M | 7.51 | |
| McGrath Rent (MGRC) | 4.3 | $13M | 454k | 28.08 | |
| Embotelladora Andina SA (AKO.A) | 3.5 | $10M | 415k | 25.03 | |
| Hewlett-Packard Company | 3.5 | $10M | 283k | 36.40 |
