Triple Frond Partners's Portfolio

Triple Frond Partners 13F holdings

What is Triple Frond Partners's portfolio?

Triple Frond Partners has disclosed a total of 8 security holdings in their (2013 Q2) SEC 13F filing(s) with portfolio value of $356,846,000.

What stocks does Triple Frond Partners own?

In Triple Frond Partners's portfolio as of 30 Jun 2013, the top 5 holdings are (TWC) TIME WARNER CABLE (28.70%), (SCHW) SCHWAB (CHARLES) CORP (17.71%), (CCL) CARNIVAL CORP (13.37%), (RNR) RENAISSANCERE HOLDINGS LTD (10.34%) and (73HK) RYANAIR HOLDINGS PLC-SP ADR (9.88%).

To see the historical data of Triple Frond Partners's portfolio holdings please click on the "2013 Q2" dropdown menu and select the date.

To see Triple Frond Partners's original 13F reports (2013 Q2), please click on the "important" button.

Portfolio value: $356M+
Period: 2013 Q2
Number of stock: 8
Update: 12 Jul 2013
CCL
13.37%
1,391,435
$34.29
47.94% $17.85
$47,712,000
buy or own*
+13.37%
CRH
3.21%
563,456
$20.31
346.77% $90.74
$11,444,000
buy or own*
+3.21%
1498499D
9.66%
800,000
$43.11
-
$34,488,000
buy or own*
+9.66%
PGR
7.12%
1,000,000
$25.42
904.76% $255.41
$25,420,000
buy or own*
+7.12%
RNR
10.34%
425,089
$86.79
216.83% $274.97
$36,893,000
buy or own*
+10.34%
73HK
9.88%
684,180
$51.53
-
$35,256,000
buy or own*
+9.88%
SCHW
17.71%
2,977,160
$21.23
200.80% $63.86
$63,205,000
buy or own*
+17.71%
TWC
28.70%
910,635
$112.48
-
$102,428,000
buy or own*
+28.70%
8 of 8

Shares, change to shares, sold shares - 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.

Buy or own - this means there is no earlier reporting (for us or in general).
So we can't know if the actual purchase of the security happened at the reported period or earlier.