Stuart Mclaughlin
Triple Frond Partners
Triple Frond Partners Portfolio 13F
Triple Frond Partners Holdings Activity
- Portfolio value:
- $1.04B≈ (+$55M≈)
- Previous value:
- $988.94M≈
- # of changes:
- 3
- New positions:
- 0
- Reported for:
- 30 Sep 2019 (Q3)
- Latest filing date:
- 12 Nov 2019
Triple Frond Partners has disclosed a total of 3 changes to the portfolio in the (2019 Q3) SEC report(s): increased the number of shares of 3 position(s).
What did Triple Frond Partners invest in during 2019 Q3?
3 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Charles Schwab Corp
|
+19.88%
|
$41.83
|
+155.10%($106.71)
|
12.62%
|
2013 Q2 or earlier
|
≈ 6.50+ years
|
||||
|
|
Fox Corp, CL-A
|
+13.50%
|
$31.54
|
+85.25%($58.42)
|
5.93%
|
2019 Q2
|
≈ 0.50 years
|
||||
|
|
Transdigm Group Incorporated
|
+6.05%
|
$520.67
|
+142.12%($1,260.64)
|
11.22%
|
2015 Q1
|
≈ 4.75 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.