Triple Frond Partners

Triple Frond Partners·CIK 1454502

5

Positions

$202.1M

Portfolio Value

68

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q2 2014

SCHW

PGR

CCL

HCC

MCD

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	RNR	RENAISSANCERE HOLDING LTD	7.95%	175,000	$17,080,000	SOLD
2	VR	VALIDUS HOLDINGS LTD	7.02%	400,000	$15,084,000

Triple Frond Partners – Triple Frond Partners Portfolio | DataHeimdall