Triple Frond Partners – Triple Frond Partners Portfolio | DataHeimdall

Triple Frond Partners

Triple Frond Partners·CIK 1454502

11

Positions

$244.3M

Portfolio Value

68

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q4 2010

TWC

PGR

MDTXXXX

LTM

HCC

CCEXXXX

DEO

TLCR

MGRC

AKOA

Others

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	CCE	COCA COLA ENTERPRISES INC	10.64%	900,000	$27,900,000	SOLD
2	WAG	WALGREEN CO	10.22%	800,000	$26,800,000