Stuart Mclaughlin
Triple Frond Partners
Triple Frond Partners Portfolio 13F
Triple Frond Partners Holdings Activity
- Portfolio value:
- $356.85M≈
- # of changes:
- 8
- New positions:
- 8
- Reported for:
- 30 Jun 2013 (Q2)
- Latest filing date:
- 12 Jul 2013
Triple Frond Partners has disclosed a total of 8 changes to the portfolio in the (2013 Q2) SEC report(s): bought 8 totally new position(s).
What stocks did Triple Frond Partners buy in 2013 Q2?
During 2013 Q2 Triple Frond Partners has bought 8 securities out of which top 5 purchases (by % change to portfolio) were (TWC) TIME WARNER CABLE (new buy), (SCHW) Charles Schwab Corp (new buy), (CCL) CARNIVAL CORP LTD (new buy), (RNR) Renaissancere Holdings Ltd (new buy) and (RYAAY) Ryanair Holdings PLC ADR (new buy).
What did Triple Frond Partners invest in during 2013 Q2?
8 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
CARNIVAL CORP LTD
|
new or own*
|
$34.29
|
-13.14%($29.78)
|
13.37%
|
2013 Q2 or earlier
|
≈ 0.25+ years
|
||||
|
|
CRH PLC-SPONSORED ADR
|
new or own*
|
$20.31
|
|
3.21%
|
2013 Q2 or earlier
|
≈ 0.25+ years
|
||||
|
|
HCC INSURANCE HOLDINGS INC
|
new or own*
|
$43.11
|
|
9.66%
|
2013 Q2 or earlier
|
≈ 0.25+ years
|
||||
|
|
Progressive Corp
|
new or own*
|
$25.42
|
+731.39%($211.34)
|
7.12%
|
2013 Q2 or earlier
|
≈ 0.25+ years
|
||||
|
|
Renaissancere Holdings Ltd
|
new or own*
|
$86.79
|
+270.83%($321.84)
|
10.34%
|
2013 Q2 or earlier
|
≈ 0.25+ years
|
||||
|
|
Ryanair Holdings PLC ADR
|
new or own*
|
$53.08
|
+16.04%($61.59)
|
9.88%
|
2013 Q2 or earlier
|
≈ 0.25+ years
|
||||
|
|
Charles Schwab Corp
|
new or own*
|
$21.23
|
+410.18%($108.31)
|
17.71%
|
2013 Q2 or earlier
|
≈ 0.25+ years
|
||||
|
|
TIME WARNER CABLE
|
new or own*
|
$112.48
|
|
28.70%
|
2013 Q2 or earlier
|
≈ 0.25+ years
|
||||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.