Triple Frond Partners·CIK 1454502
12
Positions
$262.2M
Portfolio Value
68
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2010
Portfolio Value Over Time
| ▲ +2.8% |
| 3 | MDTXXXX | 10.85% | $28,441,000 | ▲ +1.5% |
| 4 | MGRC | 4.14% | $10,865,000 | ▲ +1.9% |
| 5 | TWC | 13.90% | $36,443,000 | ▲ +1.3% |
| 6 | PGR | 12.73% | $33,392,000 | ▲ +0.6% |
| 7 | LTM | 12.13% | $31,797,000 | ▲ +0.4% |
| 8 | HCC | 7.96% | $20,872,000 | ▲ +0.5% |
| 9 | AKOA | 4.29% | $11,256,000 | ▲ +0.6% |
| 10 | DEO | 7.76% | $20,358,000 | ▲ +0.3% |
| 11 | AKOB | 0.40% | $1,048,000 | ▲ +0.1% |