Stuart Mclaughlin - Triple Frond Partners 13F Activity & Position Changes (Q2 2016)

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 Jun 30, 2016. 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 Q2 2016, the filing reported:

New Buys - Charter Communications, Inc.

Increases - None reported

Reductions - DaVita Inc., Transdigm Group Incorporated

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2016	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Buy - Position Entry	+406,890	-	$93.03K	406,890
Q2 2016	DVA DaVita Inc.	DaVita Inc.	Sell	-134,400	-15.8%	$55.33K	715,600
Q2 2016	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Sell	-57,500	-15.3%	$83.72K	317,500