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) 1,330

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

Sector Weighting

Basic Materials 5.32%
Capital Goods 9.28%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 1.64%
Financial 10.41%
Healthcare 18.04%
Services 44.87%
Technology 7.51%
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
QIHOO 360 TECHNOLOGY CO LTD ADS 15,475 15,475 New 175,000
CBRE GROUP INC CL A 94,021 16,182 20.79 2,940,000
COGNIZANT TECHNOLOGY SOLUTIONS CL A -28,230 Sold Out 0
TWENTY FIRST CENTY FOX INC CL A 38,259 New 1,090,000
CHARTER COMMUNICATIONS INC DEL CL A NEW 84,862 7,807 10.13 535,000
AMTRUST FINL SVCS INC COM 61,995 46,620 303.23 1,500,000
AUTODESK INC COM 49,853 49,853 New 896,000
CARTER'S, INC. COM -56,089 Sold Out 0
COLFAX CORP COM 73,846 3,430 4.87 1,012,000
DELEK US HLDGS INC COM 21,853 New 758,000
EVERTEC INC COM 41,266 New 1,756,000
FLEETCOR TECHNOLOGIES INC COM 132,823 New 1,024,000
GRACE W R & CO DEL NEW COM 70,712 -115 (0.16) 760,758
HOWARD HUGHES CORP COM 40,760 40,760 New 265,000
NIELSEN N V COM 76,506 New 1,570,000
PANDORA MEDIA INC COM 34,507 8,717 33.80 1,338,000
TRANSDIGM GROUP INC COM 49,599 4,133 9.09 300,000
VALEANT PHARMACEUTICALS INTL I COM 164,563 New 1,347,000
AMERICAN INTL GROUP INC COM NEW 76,517 -22,631 (22.83) 1,393,000
DISCOVERY COMMUNICATNS NEW COM SER C 55,722 -11,521 (17.13) 740,000


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