Stuart Mclaughlin - Triple Frond Partners 13F Activity & Position Changes (Q2 2018)

As of Jun 30, 2018, the Triple Frond Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. 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 2018, the filing reported:

New Buys - Verisk Analytics, Inc.

Increases - Charter Communications, Inc., Liberty Broadband Corporation

Reductions - Moody's Corporation, Charles Schwab Corporation (The, 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 2018	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Buy	+156,244	+33.7%	$181.80K	620,029
Q2 2018	LBRDK Liberty Broadband Corporation	Liberty Broadband Corporation	Buy	+105,697	+13.3%	$68.15K	900,000
Q2 2018	MCO Moody's Corporation	Moody's Corporation	Sell	-121,686	-11.8%	$155.62K	912,389
Q2 2018	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Sell	-300	-0.0%	$139.87K	2,737,265
Q2 2018	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Sell	-35,300	-14.6%	$71.00K	205,698
Q2 2018	VRSK Verisk Analytics, Inc.	Verisk Analytics, Inc.	Buy - Position Entry	+387,627	-	$41.72K	387,627