Stuart Mclaughlin - Triple Frond Partners 13F Activity & Position Changes (Q3 2019)

As of Sep 30, 2019, 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 Q3 2019, the filing reported:

New Buys - None reported

Increases - Fox Corporation, Charles Schwab Corporation (The, Transdigm Group Incorporated

Reductions - None reported

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
Q3 2019	FOXA Fox Corporation	Fox Corporation	Buy	+233,406	+13.5%	$61.87K	1,962,000
Q3 2019	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Buy	+522,389	+19.9%	$131.76K	3,150,000
Q3 2019	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Buy	+12,838	+6.1%	$117.15K	225,000