Stuart Mclaughlin
Triple Frond Partners
Triple Frond Partners Portfolio 13F
Triple Frond Partners Holdings Activity
- Portfolio value:
- $883.09M≈ (+$58M≈)
- Previous value:
- $824.66M≈
- # of changes:
- 4
- New positions:
- 0
- Reported for:
- 31 Dec 2017 (Q4)
- Latest filing date:
- 12 Feb 2018
Triple Frond Partners has disclosed a total of 4 changes to the portfolio in the (2017 Q4) SEC report(s): increased the number of shares of 1 and decreased the number of shares of 3 position(s).
What stocks did Triple Frond Partners buy in 2017 Q4?
During 2017 Q4 Triple Frond Partners has bought (CHTR) Charter Communications Inc (added shares +55.14%).
What did Triple Frond Partners invest in during 2017 Q4?
4 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Charter Communications Inc
|
+55.14%
|
$335.96
|
-55.13%($150.73)
|
23.06%
|
2014 Q4
|
≈ 3.25 years
|
||||
|
|
Liberty Global PLC, CL-C
|
-14.94%
|
$33.84
|
-69.13%($10.44)
|
10.86%
|
2014 Q4
|
≈ 3.25 years
|
||||
|
|
SBA Communications Corp
|
-18.19%
|
$163.36
|
+13.51%($185.43)
|
12.48%
|
2015 Q4
|
≈ 2.25 years
|
||||
|
|
Transdigm Group Incorporated
|
-18.75%
|
$274.62
|
+359.05%($1,260.64)
|
12.13%
|
2015 Q1
|
≈ 3.00 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.