Skip to content
Guess what? Valuesider just got better: smarter and more intuitive.
User

Stuart Mclaughlin

Triple Frond Partners

Triple Frond Partners Portfolio 13F

Triple Frond Partners Holdings Activity

Portfolio value:
$701.90M≈ (+$80M≈)
Previous value:
$621.54M≈
# of changes:
8
New positions:
0
Reported for:
30 Sep 2016 (Q3)
Latest filing date:
14 Nov 2016
Triple Frond Partners has disclosed a total of 8 changes to the portfolio in the (2016 Q3) SEC report(s): increased the number of shares of 4, decreased the number of shares of 3 and completely sold out 1 position(s).

What stocks did Triple Frond Partners buy in 2016 Q3?

During 2016 Q3 Triple Frond Partners has purchased 4 securities: (LBTYK) Liberty Global PLC, CL-C (added shares +14.64%), (SCHW) Charles Schwab Corp (added shares +6.83%), (MCO) Moodys Corp (added shares +6.17%) and (NORD) Nordicus Partners Corp (added shares +39.54%).

What did Triple Frond Partners invest in during 2016 Q3?

Triple Frond Partners's top 5 holdings (by % of portfolio) were (LBTYK) Liberty Global PLC, CL-C (17.77%), (CHTR) Charter Communications Inc (15.65%), (SCHW) Charles Schwab Corp (14.42%), (MCO) Moodys Corp (14.33%) and (TDG) Transdigm Group Incorporated (11.66%).
In the 2016 Q3 report(s) the following changes have been made to the top investments: (LBTYK) Liberty Global PLC, CL-C (added shares +14.64%), (SCHW) Charles Schwab Corp (added shares +6.83%), (MCO) Moodys Corp (added shares +6.17%) and (TDG) Transdigm Group Incorporated (reduced shares -10.87%).
* 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.