Triple Frond Partners
As of Q2 2026, Triple Frond Partners reported 13 long-equity positions worth $1.12B in aggregate.
Copy-investor backtest
- Latest quarter
- +9.56%
- 1-year
- +31.94%
- 3-year
- +88.38%
- 5-year
- +62.21%
- 3-year vs S&P 500
- +15.57%
- 5-year vs S&P 500
- -12.54%
- 5-year top 5
- +51.22%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 5 of 10 rows. Rows without a quote are marked unavailable.
| 1 | TWC | INC.... COM | 26.91% | New | 820,000 | $52.13M | No quote | No quote |
| 2 | HCC | COM | 19.31% | New | 1,360,000 | $37.4M | $27.50 | No quote |
| 3 | PGR | OHIO.... COM | 18.89% | New | 1,875,000 | $36.58M | $19.51 | No quote |
| 4 | GRFS | S A.... SPON ADR | 14.19% | New | 4,969,600 | $27.48M | $5.53 | No quote |
| 5 | HPQ | CO... COM | 7.95% | New | 598,000 | $15.4M | $25.76 | No quote |
| 6 | CRH | P L C...... SPON ADR | 5.83% | New | 569,965 | $11.3M | No quote | No quote |
| 7 | AKOA | S A... SPON ADR A | 4.40% | New | 414,624 | $8.53M | No quote | No quote |
| 8 | MGRC | COM | 1.38% | New | 92,020 | $2.67M | No quote | No quote |
| 9 | RYAAY | SPON ADR | 1.13% | New | 78,645 | $2.19M | $27.86 | No quote |
| 10 | RNR | RENAISSANCERE HOLDING LTD COM | - | Sold | 0 | $0 | No quote | No quote |