13F filing recap · Q4 2008

What did Triple Frond Partners buy in Q4 2008?

Reported stock-position changes between this filing and the previous one.

Stock value

$164.12M

Positions

Estimated turnover

—

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

WAGWalgreen Co.$27.14Mreported value+1.10M shares PGRProgressive Corp/oh/$23.70Mreported value+1.60M shares TELTe Connectivity Plc$22.43Mreported value+1.38M shares LTMLife Time Fitness Inc$17.81Mreported value+1.38M shares UNHUnitedHealth Group Incorporated$13.29Mreported value+499.7K shares LAMRLamar Advertising Co/new$13.17Mreported value+1.05M shares ZNTZenith National Insurance Corp$12.87Mreported value+407.5K shares MINIMobile Mini Inc$12.64Mreported value+876.3K shares WLPWellpoint Inc$12.36Mreported value+293.4K shares BGFVBig 5 Sporting Goods Corp$4.70Mreported value+901.8K shares CSGPCostar Group, Inc.$4.02Mreported value+122.0K shares