Stuart Mclaughlin
Triple Frond Partners
Triple Frond Partners Portfolio 13F
Triple Frond Partners Holdings Activity
- Portfolio value:
- $947.79M≈ (+$58M≈)
- Previous value:
- $890.11M≈
- # of changes:
- 6
- New positions:
- 1
- Reported for:
- 30 Jun 2018 (Q2)
- Latest filing date:
- 01 Aug 2018
Triple Frond Partners has disclosed a total of 6 changes to the portfolio in the (2018 Q2) SEC report(s): increased the number of shares of 2, bought 1 totally new and decreased the number of shares of 3 position(s).
What did Triple Frond Partners invest in during 2018 Q2?
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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Verisk Analytics Inc
|
new
|
$107.64
|
+78.30%($191.92)
|
4.40%
|
2018 Q2
|
≈ 0.25 years
|
||||
|
|
Charter Communications Inc
|
+33.69%
|
$293.21
|
-48.59%($150.73)
|
19.18%
|
2014 Q4
|
≈ 3.75 years
|
||||
|
|
Liberty Broadband Srs C
|
+13.31%
|
$75.72
|
-53.16%($35.47)
|
7.19%
|
2018 Q1
|
≈ 0.50 years
|
||||
|
|
Charles Schwab Corp
|
-0.01%
|
$51.10
|
+108.83%($106.71)
|
14.76%
|
2013 Q2 or earlier
|
≈ 5.25+ years
|
||||
|
|
Moodys Corp
|
-11.77%
|
$170.56
|
+183.30%($483.19)
|
16.42%
|
2015 Q2
|
≈ 3.25 years
|
||||
|
|
Transdigm Group Incorporated
|
-14.65%
|
$345.14
|
+265.25%($1,260.64)
|
7.49%
|
2015 Q1
|
≈ 3.50 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.