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
- +11.42%
- 1-year
- +30.83%
- 3-year
- +86.80%
- 5-year
- +60.83%
- 3-year vs S&P 500
- +13.46%
- 5-year vs S&P 500
- -14.46%
- 5-year top 5
- +51.39%
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 2026-09-19 from SEC 13F data.
Live quotes available for 6 of 9 rows. Rows without a quote are marked unavailable.
| 1 | TWC | WARNER CABLE INC COM | 22.24% | - | 810,635 | $78.79M | No quote | No quote |
| 2 | HCC | INS HLDGS INC COM | 14.12% | - | 1,344,469 | $50.03M | $37.21 | No quote |
| 3 | SCHW | CHARLES CORP COM | 12.07% | - | 2,977,160 | $42.75M | $14.36 | No quote |
| 4 | PGR | CORP OHIO COM | 11.04% | - | 1,853,587 | $39.11M | $21.10 | No quote |
| 5 | CCL | CORPORATION PAIRED CTF | 10.29% | - | 991,435 | $36.46M | $36.77 | No quote |
| 6 | RNR | HOLDING LTD COM | 9.75% | - | 425,089 | $34.54M | $81.26 | No quote |
| 7 | CCE | COLA ENTERPRISES INC COM | 9.42% | - | 1,051,849 | $33.38M | No quote | No quote |
| 8 | RYAAY | HOLDINGS PLC SPON ADR | 7.83% | - | 809,000 | $27.73M | $34.28 | No quote |
| 9 | CRH | P L C ADR | 3.24% | - | 563,456 | $11.46M | No quote | No quote |