Triple Frond Partners·CIK 1454502
10
Positions
$348.0M
Portfolio Value
68
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2012
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| TWC | 18.99% | $66,067,000 |
| PGR |
12.35% |
| $42,966,000 |
| HCC | 12.04% | $41,907,000 |
| GRFS | 11.97% | $41,666,000 |
| RNR | 9.25% | $32,192,000 |
| CCEXXXX | 8.64% | $30,083,000 |
| RYAAYXXXX | 8.43% | $29,351,000 |
| SCHW | 8.16% | $28,412,000 |
| CCL | 6.84% | $23,785,000 |
| CRHXXXX | 3.32% | $11,556,000 |