Stuart Mclaughlin
Triple Frond Partners
Triple Frond Partners Portfolio 13F
Triple Frond Partners Holdings Activity
- Portfolio value:
- $890.11M≈ (+$7M≈)
- Previous value:
- $883.09M≈
- # of changes:
- 4
- New positions:
- 1
- Reported for:
- 31 Mar 2018 (Q1)
- Latest filing date:
- 09 May 2018
Triple Frond Partners has disclosed a total of 4 changes to the portfolio in the (2018 Q1) SEC report(s): increased the number of shares of 1, bought 1 totally new and decreased the number of shares of 2 position(s).
What did Triple Frond Partners invest in during 2018 Q1?
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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Liberty Broadband Srs C
|
new
|
$85.69
|
-58.61%($35.47)
|
7.65%
|
2018 Q1
|
≈ 0.25 years
|
||||
|
|
Charles Schwab Corp
|
+9.50%
|
$52.22
|
+104.35%($106.71)
|
16.06%
|
2013 Q2 or earlier
|
≈ 5.00+ years
|
||||
|
|
Charter Communications Inc
|
-23.47%
|
$311.22
|
-51.57%($150.73)
|
16.22%
|
2014 Q4
|
≈ 3.50 years
|
||||
|
|
Transdigm Group Incorporated
|
-38.21%
|
$306.94
|
+310.71%($1,260.64)
|
8.31%
|
2015 Q1
|
≈ 3.25 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.