Triple Frond Partners – Triple Frond Partners Portfolio | DataHeimdall

Triple Frond Partners

Triple Frond Partners·CIK 1454502

8

Positions

$160.2M

Portfolio Value

68

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q4 2009

WAG

ZNT

PGR

LTM

MDTXXXX

LAMRXXXX

TIGO

MGRC

Portfolio Value Over Time

Holdings Qtr Buys Qtr Sells

Quarter:

Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023 Q3 2023 Q2 2023 Q1 2023

#	Ticker	Company	Weight	Shares	Value	Change
1	FDX	FEDEX CORP.	7.43%	172,750	$12,994,000	SOLD
2	LAMRXXXX	LAMAR ADVERTISING CO	5.21%	268,578	$8,350,000