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
| Ticker | % Portfolio | Value |
|---|---|---|
| TWC | 13.90% | $36,443,000 |
| PGR |
12.73% |
| $33,392,000 |
| LTM | 12.13% | $31,797,000 |
| MDTXXXX | 10.85% | $28,441,000 |
| CCE | 10.64% | $27,900,000 |
| WAG | 10.22% | $26,800,000 |
| HCC | 7.96% | $20,872,000 |
| DEO | 7.76% | $20,358,000 |
| TLCR | 4.97% | $13,042,000 |
| AKOA | 4.29% | $11,256,000 |
| MGRC | 4.14% | $10,865,000 |
| AKOB | 0.40% | $1,048,000 |