Triple Frond Partners·CIK 1454502
12
Positions
$274.5M
Portfolio Value
68
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2011
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| TWC | 18.72% | $51,389,000 |
| GRFS |
11.57% |
| $31,756,000 |
| HCC | 11.43% | $31,383,000 |
| PGR | 10.35% | $28,416,000 |
| CCEXXXX | 9.64% | $26,472,000 |
| LTM | 8.17% | $22,431,000 |
| DEO | 8.16% | $22,399,000 |
| RNR | 6.81% | $18,693,000 |
| HPQXXXX | 4.89% | $13,425,000 |
| MGRC | 3.93% | $10,788,000 |
| CRHXXXX | 3.22% | $8,826,000 |
| AKOA | 3.10% | $8,500,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDMDTXXXX | $32,633,000 | 10.98% |