MARBLE ARCH INVESTMENTS, LP Information

645 MADISON AVENUE, NEW YORK, New York, 10022, (212) 230-1484

Report Date: 03/31/2014

Position Statistics

Total Positions 26
New Positions 4
Increased Positions 11
Decreased Positions 9
Positions with Activity 20
Sold Out Positions 5
Total Mkt Value (in $ millions) 1,342

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 5.45%
Capital Goods 8.98%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 1.66%
Financial 10.35%
Healthcare 18.12%
Services 45.02%
Technology 7.55%
Transportation 0%
Utilities

26 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VALEANT PHARMACEUTICALS INTL I COM 166,381 New 1,347,000
FLEETCOR TECHNOLOGIES INC COM 134,881 New 1,024,000
CBRE GROUP INC CL A 98,549 16,961 20.79 2,940,000
CHARTER COMMUNICATIONS INC DEL CL A NEW 86,857 7,991 10.13 535,000
ENDO INTL PLC SHS 76,891 8,224 11.98 1,122,000
NIELSEN N V COM 75,690 New 1,570,000
AMERICAN INTL GROUP INC COM NEW 75,445 -22,314 (22.83) 1,393,000
GRACE W R & CO DEL NEW COM 73,101 -119 (0.16) 760,758
COLFAX CORP COM 69,494 3,227 4.87 1,012,000
AMTRUST FINL SVCS INC COM 63,435 47,703 303.23 1,500,000
DISCOVERY COMMUNICATNS NEW COM SER C 60,332 -12,474 (17.13) 740,000
TRANSDIGM GROUP INC COM 51,060 4,255 9.09 300,000
AUTODESK INC COM 49,486 49,486 New 896,000
HOWARD HUGHES CORP COM 40,230 40,230 New 265,000
EVERTEC INC COM 39,299 New 1,756,000
ALLEGION PUB LTD CO ORD SHS 38,680 38,680 New 702,000
TWENTY FIRST CENTY FOX INC CL A 35,763 New 1,090,000
PANDORA MEDIA INC COM 34,454 8,704 33.80 1,338,000
VISTAPRINT N V SHS 32,729 -858 (2.56) 839,000
DELEK US HLDGS INC COM 22,262 New 758,000


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