Triple Frond Partners – Triple Frond Partners Portfolio | DataHeimdall

Triple Frond Partners

Triple Frond Partners·CIK 1454502

7

Positions

$536.1M

Portfolio Value

68

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q4 2015

SCHW

LBTYKXXXX

CHTRXXXX

TDG

MCO

DVA

SBACXXXX

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	PGR	PROGRESSIVE CORP OHIO	10.44%	1,610,000	$49,330,000	SOLD
2	LBTYKXXXX	LIBERTY GLOBAL PLC	15.59%	2,050,000	$83,579,000