Triple Frond Partners·CIK 1454502
9
Positions
$328.0M
Portfolio Value
68
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2013
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| TWC | 27.22% | $89,280,000 |
| SCHW |
14.50% |
| $47,565,000 |
| CCL | 13.85% | $45,416,000 |
| HCC | 10.44% | $34,250,000 |
| RYAAYXXXX | 10.38% | $34,031,000 |
| RNR | 8.28% | $27,167,000 |
| VR | 6.20% | $20,339,000 |
| PGR | 4.98% | $16,338,000 |
| CRHXXXX | 4.15% | $13,619,000 |