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 6 security holdings in their (2014 Q4) SEC 13F filing(s) with portfolio value of $281,217,000.

What stocks does Triple Frond Partners own?

In Triple Frond Partners's portfolio as of 31 Dec 2014, the top 5 holdings are (SCHW) SCHWAB (CHARLES) CORP (26.84%), (LBTYK) LIBERTY GLOBAL PLC- C (17.18%), (PGR) PROGRESSIVE CORP (15.45%), (DVA) DAVITA INC (14.81%) and (9876540D) FORMER CHARTER COMMUNICATION (13.63%).

To see the historical data of Triple Frond Partners's portfolio holdings please click on the "2014 Q4" dropdown menu and select the date.

To see Triple Frond Partners's original 13F reports (2014 Q4), please click on the "important" button.

Portfolio value: $281M+
Period: 2014 Q4
Number of stock: 6
Update: 11 Feb 2015
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
CCL
CARNIVAL CORP
12.09%
750,000
$45.33
50.48% $22.45
$33,998,000
-25.00% (-250,000)
-4.03%
DVA
DAVITA INC
14.81%
550,000
$75.74
94.19% $147.08
$41,657,000
9876540D
FORMER CHARTER COMMUNICATION
13.63%
230,000
$166.62
-
$38,323,000
buy
+13.63%
LBTYK
LIBERTY GLOBAL PLC- C
17.18%
1,000,000
$48.31
56.59% $20.97
$48,310,000
buy
+17.18%
PGR
PROGRESSIVE CORP
15.45%
1,610,000
$26.99
819.11% $248.07
$43,454,000
SCHW
SCHWAB (CHARLES) CORP
26.84%
2,500,000
$30.19
136.20% $71.31
$75,475,000
+11.11% (+250,000)
+2.68%
6 of 6

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
MCD
MCDONALD'S CORP
300,000
-10.11%

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.