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.
Get email alerts when Triple Frond Partners files a new 13F — sign in or create a free account.
Updated 2026-06-06 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 | 25.22% | Add +12.3% | 910,635 | $87.48M | No quote | No quote |
| 2 | SCHW | CHARLES CORP COM | 15.19% | - | 2,977,160 | $52.67M | $17.69 | No quote |
| 3 | HCC | INS HLDGS INC COM | 13.94% | Reduce -14.5% | 1,150,000 | $48.34M | $42.03 | No quote |
| 4 | CCL | CORPORATION PAIRED | 13.76% | Add +40.4% | 1,391,435 | $47.73M | $34.30 | No quote |
| 5 | RNR | HOLDING COM | 11.27% | - | 425,089 | $39.1M | $91.99 | No quote |
| 6 | RYAAY | HOLDINGS PLC SPON | 9.75% | - | 809,000 | $33.8M | $41.78 | No quote |
| 7 | PGR | CORP OHIO COM | 7.29% | Reduce -46.0% | 1,000,000 | $25.27M | $25.27 | No quote |
| 8 | CRH | P L C ADR | 3.59% | - | 563,456 | $12.45M | No quote | No quote |
| 9 | CCE | COLA ENTERPRISES INC COM | - | Sold | 0 | $0 | No quote | No quote |