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 7 of 10 rows. Rows without a quote are marked unavailable.
| 1 | TWC | WARNER CABLE INC ........ COM | 18.92% | New | 810,635 | $66.55M | No quote | No quote |
| 2 | HCC | INS HLDGS INC ............ COM | 12.00% | New | 1,344,469 | $42.22M | $31.40 | No quote |
| 3 | PGR | CORP OHIO ........ COM | 10.98% | New | 1,853,587 | $38.61M | $20.83 | No quote |
| 4 | SCHW | CHARLES CORP .......... COM | 10.95% | New | 2,977,160 | $38.5M | $12.93 | No quote |
| 5 | GRFS | S A .................. SPON ADR | 9.84% | New | 3,604,132 | $34.6M | $9.60 | No quote |
| 6 | CCL | CORPORATION ......... PAIRED CTF | 9.66% | New | 991,435 | $33.98M | $34.27 | No quote |
| 7 | RNR | HOLDING LTD .... COM | 9.19% | - | 425,089 | $32.31M | $76.01 | No quote |
| 8 | CCE | COLA ENTERPRISES INC .... COM | 8.39% | New | 1,051,849 | $29.49M | No quote | No quote |
| 9 | RYAAY | HOLDINGS PLC ......... SPON ADR | 6.99% | New | 809,000 | $24.59M | $30.40 | No quote |
| 10 | CRH | P L C .................... ADR | 3.08% | New | 563,456 | $10.84M | No quote | No quote |