Triple Frond Partners·CIK 1454502
10
Positions
$351.7M
Portfolio Value
68
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2012
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| TWC | 18.92% | $66,553,000 |
12.00% |
| $42,216,000 |
| PGR | 10.98% | $38,610,000 |
| SCHW | 10.95% | $38,495,000 |
| GRFS | 9.84% | $34,600,000 |
| CCL | 9.66% | $33,976,000 |
| RNR | 9.19% | $32,311,000 |
| CCEXXXX | 8.39% | $29,494,000 |
| RYAAYXXXX | 6.99% | $24,594,000 |
| CRHXXXX | 3.08% | $10,841,000 |