Stuart Mclaughlin - Triple Frond Partners 13F Activity & Position Changes (Q4 2015)

As of Dec 31, 2015, 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 Q4 2015, the filing reported:

New Buys - None reported

Increases - DaVita Inc., Moody's Corporation, Transdigm Group Incorporated

Reductions - None reported

Complete Exits - Progressive Corporation (The)

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
Q4 2015	DVA DaVita Inc.	DaVita Inc.	Buy	+250,000	+33.3%	$69.71K	1,000,000
Q4 2015	MCO Moody's Corporation	Moody's Corporation	Buy	+100,000	+16.0%	$72.75K	725,000
Q4 2015	PGR Progressive Corporation (The)	Progressive Corporation (The)	Sell - Position Exit	-1,610,000	-100.0%	$0.00	-
Q4 2015	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Buy	+9,243	+2.8%	$76.36K	334,243