Triple Frond Partners·CIK 1454502
12
Positions
$268.7M
Portfolio Value
68
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2011
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| TWC | 19.40% | $52,127,000 |
13.92% |
| $37,400,000 |
| PGR | 13.61% | $36,581,000 |
| GRFS | 10.23% | $27,482,000 |
| CCEXXXX | 10.21% | $27,430,000 |
| DEO | 9.60% | $25,789,000 |
| RNR | 8.11% | $21,790,000 |
| HPQXXXX | 5.73% | $15,404,000 |
| CRHXXXX | 4.20% | $11,297,000 |
| AKOA | 3.17% | $8,529,000 |
| MGRC | 0.99% | $2,668,000 |
| RYAAYXXXX | 0.82% | $2,191,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDLTM | $22,431,000 | 8.17% |