Stuart Mclaughlin - Triple Frond Partners 13F Activity & Position Changes (Q1 2015)
According to the SEC 13F filed on Aug 13, 2026, the Triple Frond Partners portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2015. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2015, the filing reported:
New Buys - Transdigm Group Incorporated
Increases - None reported
Reductions - None reported
Complete Exits - Carnival Corporation
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.