Stuart Mclaughlin
Triple Frond Partners
Triple Frond Partners Portfolio 13F
Triple Frond Partners Holdings Activity
- Portfolio value:
- $215.67M≈ (+$14M≈)
- Previous value:
- $202.08M≈
- # of changes:
- 2
- New positions:
- 1
- Reported for:
- 30 Sep 2014 (Q3)
- Latest filing date:
- 20 Oct 2014
Triple Frond Partners has disclosed a total of 2 changes to the portfolio in the (2014 Q3) SEC report(s): bought 1 totally new and completely sold out 1 position(s).
What stocks did Triple Frond Partners buy in 2014 Q3?
During 2014 Q3 Triple Frond Partners has bought (DVA) DaVita HealthCare Partners Inc (new buy).
In the 2014 Q3 report(s) the following change has been made to the investments: (DVA) DaVita HealthCare Partners Inc (new buy).
2 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
DaVita HealthCare Partners Inc
|
new
|
$73.14
|
+157.55%($188.37)
|
18.65%
|
2014 Q3
|
≈ 0.25 years
|
||||
|
|
HCC INSURANCE HOLDINGS INC
|
-100%
|
$48.94
|
|
0.00%
|
2013 Q2 or earlier
|
≈ 1.25+ 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.
* 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.