Stuart Mclaughlin
Triple Frond Partners
Triple Frond Partners Portfolio 13F
Triple Frond Partners Holdings Activity
- Portfolio value:
- $328.00M≈ (-$29M≈)
- Previous value:
- $356.85M≈
- # of changes:
- 6
- New positions:
- 1
- Reported for:
- 30 Sep 2013 (Q3)
- Latest filing date:
- 15 Oct 2013
Triple Frond Partners has disclosed a total of 6 changes to the portfolio in the (2013 Q3) SEC report(s): bought 1 totally new and decreased the number of shares of 5 position(s).
What stocks did Triple Frond Partners buy in 2013 Q3?
During 2013 Q3 Triple Frond Partners has bought (VR) VALIDUS HOLDINGS LTD (new buy).
What did Triple Frond Partners invest in during 2013 Q3?
6 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
VALIDUS HOLDINGS LTD
|
new
|
$36.98
|
|
6.20%
|
2013 Q3
|
≈ 0.25 years
|
||||
|
|
HCC INSURANCE HOLDINGS INC
|
-2.30%
|
$43.82
|
|
10.44%
|
2013 Q2 or earlier
|
≈ 0.50+ years
|
||||
|
|
TIME WARNER CABLE
|
-12.15%
|
$111.60
|
|
27.22%
|
2013 Q2 or earlier
|
≈ 0.50+ years
|
||||
|
|
Charles Schwab Corp
|
-24.42%
|
$21.14
|
+412.35%($108.31)
|
14.50%
|
2013 Q2 or earlier
|
≈ 0.50+ years
|
||||
|
|
Renaissancere Holdings Ltd
|
-29.41%
|
$90.53
|
+255.51%($321.84)
|
8.28%
|
2013 Q2 or earlier
|
≈ 0.50+ years
|
||||
|
|
Progressive Corp
|
-40.00%
|
$27.23
|
+676.13%($211.34)
|
4.98%
|
2013 Q2 or earlier
|
≈ 0.50+ 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.
* 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.