13F filing recap · Q3 2015
What did Triple Frond Partners buy in Q3 2015?
Reported stock-position changes between this filing and the previous one.
Stock value
$472.63M
Positions
7
Estimated turnover
24.4%
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.
Increased positions
SCHWSchwab Charles Corp$85.68Mreported value+500.0K shares+20.0%CHTRCharter Communications, Inc.$79.13Mreported value+50.0K shares+12.5%LBTYKLiberty Global Ltd.$73.84Mreported value+800.0K shares+80.0%TDGTransdigm Group Incorporated$69.03Mreported value+50.0K shares+18.2%MCOMoody’s Corporation$61.38Mreported value+250.0K shares+66.7%DVADaVita Inc.$54.25Mreported value+200.0K shares+36.4%