13F filing recap · Q4 2017

What did Triple Frond Partners buy in Q4 2017?

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

Stock value

$883.09M

Positions

Estimated turnover

16.2%

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

CHTRCharter Communications, Inc.$203.60Mreported value+215.4K shares+55.1%

Reduced positions

SBACSba Communications Corporation$110.22Mreported value-150.0K shares-18.2%TDGTransdigm Group Incorporated$107.10Mreported value-90.0K shares-18.8%LBTYKLiberty Global Ltd.$95.95Mreported value-498.0K shares-14.9%