Triple Frond Partners – Triple Frond Partners Portfolio | DataHeimdall

Triple Frond Partners

Triple Frond Partners·CIK 1454502

12

Positions

$271.1M

Portfolio Value

68

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q1 2011

TWC

PGR

MDTXXXX

CCEXXXX

HCC

LTM

DEO

TLCR

MGRC

RNR

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	RNR	RENAISSANCERE HOLDING LTD	3.82%	150,000	$10,349,000	NEW
2	CCEXXXX	COCA COLA ENTERPRISES INC	11.08%	1,100,000	$30,030,000