Triple Frond Partners·CIK 1454502
9
Positions
$354.2M
Portfolio Value
68
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2012
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| TWC | 22.24% | $78,786,000 |
14.12% |
| $50,028,000 |
| SCHW | 12.07% | $42,752,000 |
| PGR | 11.04% | $39,111,000 |
| CCL | 10.29% | $36,455,000 |
| RNR | 9.75% | $34,543,000 |
| CCEXXXX | 9.42% | $33,375,000 |
| RYAAYXXXX | 7.83% | $27,733,000 |
| CRHXXXX | 3.24% | $11,461,000 |