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 4 of 8 rows. Rows without a quote are marked unavailable.
| 1 | WAG | WALGREEN CO COM | 25.22% | - | 1,100,000 | $40.39M | No quote | No quote |
| 2 | ZNT | ZENITH NATL INS CORP COM | 18.91% | - | 1,017,500 | $30.28M | No quote | No quote |
| 3 | PGR | PROGRESSIVE CORP OHIO COM | 17.97% | - | 1,600,000 | $28.78M | $17.99 | No quote |
| 4 | LTM | LIFE TIME FITNESS INC COM | 17.49% | - | 1,123,600 | $28.01M | No quote | No quote |
| 5 | MDT | MEDTRONIC INC COM | 12.41% | - | 451,950 | $19.88M | $43.98 | No quote |
| 6 | LAMR | LAMAR ADVERTISING CO CL A | 5.21% | - | 268,578 | $8.35M | $31.09 | No quote |
| 7 | TIGO | MILLICOM INTERNATIONAL CELLULAR S A SHS | 2.13% | - | 46,297 | $3.42M | $73.76 | No quote |
| 8 | MGRC | MCGRATH RENTCORP COM | 0.66% | - | 47,181 | $1.06M | No quote | No quote |