Triple Frond Partners – Triple Frond Partners Portfolio | DataHeimdall

Triple Frond Partners

Triple Frond Partners·CIK 1454502

7

Positions

$214.9M

Portfolio Value

68

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q1 2014

SCHW

PGR

CCL

HCC

RNR

VR

RYAAYXXXX

Portfolio Value Over Time

Holdings Qtr Buys Qtr Sells

Quarter:

Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023 Q3 2023 Q2 2023 Q1 2023

#	Ticker	Company	Weight	Shares	Value	Change
1	TWC	TIME WARNER CABLE INC	18.06%	400,000	$54,200,000	SOLD
2	TRW	TRW AUTOMOTIVE HOLDING CORP	6.77%	273,000	$20,308,000