TRIPLE FROND PARTNERS LLC Information

1301 SECOND AVE, SEATTLE, Washington, 98101, (206) 332-1215

Report Date: 12/31/2014

Position Statistics

Total Positions 7
New Positions 2
Increased Positions 3
Decreased Positions 2
Positions with Activity 5
Sold Out Positions 1
Total Mkt Value (in $ millions) 293

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

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 40.44%
Healthcare 15.74%
Services 43.82%
Technology
Transportation
Utilities

7 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SCHWAB CHARLES CORP NEW COM 75,300 7,530 11.11 2,500,000
LIBERTY GLOBAL PLC SHS CL C 50,950 50,950 New 1,000,000
DAVITA HEALTHCARE PARTNERS INC COM 46,151 New 550,000
PROGRESSIVE CORP OHIO COM 43,245 New 1,610,000
CHARTER COMMUNICATIONS INC DEL CL A NEW 42,723 42,723 New 230,000
CARNIVAL CORP PAIRED CTF 34,785 -11,595 (25) 750,000
MCDONALDS CORP COM -29,622 Sold Out 0