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 6 of 10 rows. Rows without a quote are marked unavailable.
| 1 | SCHW | SCHWAB CHARLES CORP | 28.62% | - | 2,250,000 | $61.49M | $27.33 | No quote |
| 2 | PGR | PROGRESSIVE CORP OHIO | 18.15% | Add +168.3% | 1,610,000 | $38.99M | $24.22 | No quote |
| 3 | CCL | CARNIVAL CORPORATION | 17.62% | - | 1,000,000 | $37.86M | $37.86 | No quote |
| 4 | HCC | HCC INS HLDGS INC | 14.19% | - | 670,000 | $30.48M | $45.49 | No quote |
| 5 | RNR | RENAISSANCERE HOLDING LTD | 7.95% | - | 175,000 | $17.08M | $97.60 | No quote |
| 6 | VR | VALIDUS HOLDINGS LTD | 7.02% | - | 400,000 | $15.08M | No quote | No quote |
| 7 | RYAAY | RYANAIR HOLDINGS PLC | 6.45% | Reduce -65.5% | 235,800 | $13.87M | $58.81 | No quote |
| 10 | TRW | TRW AUTOMOTIVE HOLDING CORP | - | Sold | 0 | $0 | No quote | No quote |
| 9 | TWC | TIME WARNER CABLE INC | - | Sold | 0 | $0 | No quote | No quote |
| 8 | CRH | CRH P L C | - | Sold | 0 | $0 | No quote | No quote |