MARBLE ARCH INVESTMENTS, LP Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 25
New Positions 4
Increased Positions 10
Decreased Positions 13
Positions with Activity 23
Sold Out Positions 4
Total Mkt Value (in $ millions) 1,367

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

Sector Weighting

Basic Materials 4.83%
Capital Goods 6.91%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 0%
Financial 8.21%
Healthcare 17.23%
Services 37.36%
Technology 13.91%
Transportation 1.62%
Utilities

25 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
HOWARD HUGHES CORP COM -42,400 Sold Out 0
EVERTEC INC COM -40,212 Sold Out 0
TWENTY FIRST CENTY FOX INC CL A -39,120 Sold Out 0
VALEANT PHARMACEUTICALS INTL I COM 124,944 -28,237 (18.43) 1,098,700
FLEETCOR TECHNOLOGIES INC COM 124,824 -27,342 (17.97) 840,000
DELEK US HLDGS INC COM -26,553 Sold Out 0
AMTRUST FINL SVCS INC COM 39,915 -24,600 (38.13) 928,046
CBRE GROUP INC CL A 73,755 -19,590 (20.99) 2,323,000
COLFAX CORP COM 51,311 -14,419 (21.94) 790,000
TRANSDIGM GROUP INC COM 43,214 -10,906 (20.15) 239,546
GRACE W R & CO DEL NEW COM 66,012 -9,554 (12.64) 664,571
AMERICAN INTL GROUP INC COM NEW 72,372 -3,714 (4.88) 1,325,000
ENDO INTL PLC SHS 67,958 -3,570 (4.99) 1,066,000
NIELSEN N V COM 75,533 New 1,570,000
VISTAPRINT N V SHS 40,616 New 839,000
AUTODESK INC COM 50,310 2,150 4.46 936,000
PANDORA MEDIA INC COM 47,044 9,820 26.38 1,691,000
ALLEGION PUB LTD CO ORD SHS 49,716 12,784 34.62 945,000
CHARTER COMMUNICATIONS INC DEL CL A NEW 98,375 14,834 17.76 630,000
QIHOO 360 TECHNOLOGY CO LTD ADS 33,687 15,834 88.69 330,200


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