Stuart Mclaughlin - Triple Frond Partners 13F Activity & Position Changes (Q4 2018)

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 Dec 31, 2018. 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 2018, the filing reported:

New Buys - None reported

Increases - Mastercard Incorporated, Visa Inc.

Reductions - Liberty Broadband Corporation, Moody's Corporation, SBA Communications Corporation, Charles Schwab Corporation (The, Transdigm Group Incorporated, and 1 more

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
Q4 2018	LBRDK Liberty Broadband Corporation	Liberty Broadband Corporation	Sell	-133,421	-14.8%	$55.22K	766,579
Q4 2018	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+59,000	+31.7%	$46.22K	245,000
Q4 2018	MCO Moody's Corporation	Moody's Corporation	Sell	-36,761	-4.0%	$122.62K	875,628
Q4 2018	SBAC SBA Communications Corporation	SBA Communications Corporation	Sell	-116,986	-17.3%	$90.28K	557,690
Q4 2018	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Sell	-109,654	-4.0%	$109.12K	2,627,611
Q4 2018	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Sell	-8,236	-4.0%	$67.15K	197,462
Q4 2018	V Visa Inc.	Visa Inc.	Buy	+70,000	+14.0%	$75.21K	570,000
Q4 2018	VRSK Verisk Analytics, Inc.	Verisk Analytics, Inc.	Sell	-15,142	-3.9%	$40.62K	372,485