Triple Frond Partners
| History | Stock | Activity | Share change | % change to portfolio ▼ |
| Q4 2019 | ≡ | TDG - TransDigm Group Inc. | Add 17.78% | 40,000 | 1.93 | ≡ | V - Visa Inc. | Reduce 9.44% | 57,300 | 0.93 | ≡ | MA - Mastercard Inc. | Reduce 13.38% | 36,300 | 0.93 |
| Q3 2019 | ≡ | SCHW - Charles Schwab Corp. | Add 19.88% | 522,389 | 2.09 | ≡ | FOXA - Fox Corporation | Add 13.50% | 233,406 | 0.71 | ≡ | TDG - TransDigm Group Inc. | Add 6.05% | 12,838 | 0.64 |
| Q2 2019 | ≡ | FOXA - Fox Corporation | Buy | 1,728,594 | 6.40 | ≡ | VRSK - Verisk Analytics Inc. | Sell 100.00% | 104,718 | 1.61 |
| Q1 2019 | ≡ | SBAC - SBA Communications Corp. | Sell 100.00% | 557,690 | 11.04 | ≡ | VRSK - Verisk Analytics Inc. | Reduce 71.89% | 267,767 | 4.12 | ≡ | TDG - TransDigm Group Inc. | Add 7.44% | 14,700 | 0.77 | ≡ | MA - Mastercard Inc. | Add 10.73% | 26,300 | 0.72 | ≡ | V - Visa Inc. | Add 6.54% | 37,300 | 0.67 |
| Q4 2018 | ≡ | SBAC - SBA Communications Corp. | Reduce 17.34% | 116,986 | 2.32 | ≡ | MA - Mastercard Inc. | Add 31.72% | 59,000 | 1.36 | ≡ | LBRDK - Liberty Broadband Corp. CL C | Reduce 14.82% | 133,421 | 1.17 | ≡ | V - Visa Inc. | Add 14.00% | 70,000 | 1.13 | ≡ | MCO - Moody's Corp. | Reduce 4.03% | 36,761 | 0.63 | ≡ | SCHW - Charles Schwab Corp. | Reduce 4.01% | 109,654 | 0.56 | ≡ | TDG - TransDigm Group Inc. | Reduce 4.00% | 8,236 | 0.34 | ≡ | VRSK - Verisk Analytics Inc. | Reduce 3.91% | 15,142 | 0.20 | ≡ | LBTYK - Liberty Global Ltd CL C | Reduce 3.82% | 66,354 | 0.17 |
| Q3 2018 | ≡ | LBTYK - Liberty Global Ltd CL C | Reduce 38.80% | 1,100,000 | 3.22 |
| Q2 2018 | ≡ | CHTR - Charter Communications | Add 33.69% | 156,244 | 4.83 | ≡ | VRSK - Verisk Analytics Inc. | Buy | 387,627 | 4.40 | ≡ | MCO - Moody's Corp. | Reduce 11.77% | 121,686 | 2.19 | ≡ | TDG - TransDigm Group Inc. | Reduce 14.65% | 35,300 | 1.29 | ≡ | LBRDK - Liberty Broadband Corp. CL C | Add 13.31% | 105,697 | 0.84 | ≡ | SCHW - Charles Schwab Corp. | Reduce 0.01% | 300 | 0.00 |
| Q1 2018 | ≡ | LBRDK - Liberty Broadband Corp. CL C | Buy | 794,303 | 7.65 | ≡ | TDG - TransDigm Group Inc. | Reduce 38.21% | 149,000 | 5.14 | ≡ | CHTR - Charter Communications | Reduce 23.47% | 142,244 | 4.97 | ≡ | SCHW - Charles Schwab Corp. | Add 9.50% | 237,565 | 1.39 |
| Q4 2017 | ≡ | CHTR - Charter Communications | Add 55.14% | 215,400 | 8.20 | ≡ | TDG - TransDigm Group Inc. | Reduce 18.75% | 90,000 | 2.80 | ≡ | SBAC - SBA Communications Corp. | Reduce 18.19% | 150,000 | 2.77 | ≡ | LBTYK - Liberty Global Ltd CL C | Reduce 14.94% | 498,000 | 1.91 |