Stuart Mclaughlin - Triple Frond Partners Portfolio

Name: Investment Portfolio Data
License: https://creativecommons.org/licenses/by/4.0/

Period Date		Mar 31, 2025
Filing Date		May 14, 2025
Total Stocks		10
Portfolio Value		$739,947

Triple Frond Partners Activity

Date	Symbol	Name	Type	Quantity	Value	Remaining
Q1 2017Mar 31, 2017	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Buy	+150,850+45.8%	$105.68K	479,998
Q1 2017Mar 31, 2017	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Sell	-255,000-11.3%	$81.62K	2,000,000
Q4 2016Dec 31, 2016	MA Mastercard Incorporated	Mastercard Incorporated	Buy - Position Entry	+186,000	$19.20K	186,000
Q4 2016Dec 31, 2016	MCO Moody's Corporation	Moody's Corporation	Buy	+105,075+11.3%	$97.48K	1,034,075
Q4 2016Dec 31, 2016	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Buy	+46,148+16.3%	$81.94K	329,148
Q4 2016Dec 31, 2016	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Sell	-82,336-20.2%	$93.45K	324,554
Q4 2016Dec 31, 2016	V Visa Inc.	Visa Inc.	Sell	-192,400-27.8%	$39.01K	500,000
Q4 2016Dec 31, 2016	DVA DaVita Inc.	DaVita Inc.	Sell - Position Exit	-674,300-100.0%	$0.00	-
Q4 2016Dec 31, 2016	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Sell	-950,000-29.6%	$89.00K	2,255,000
Q3 2016Sep 30, 2016	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Buy	+205,000+6.8%	$101.18K	3,205,000
Q3 2016Sep 30, 2016	MCO Moody's Corporation	Moody's Corporation	Buy	+54,000+6.2%	$100.59K	929,000
Q3 2016Sep 30, 2016	V Visa Inc.	Visa Inc.	Sell	-7,600-1.1%	$57.26K	692,400
Q3 2016Sep 30, 2016	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Sell	-34,500-10.9%	$81.82K	283,000
Q3 2016Sep 30, 2016	DVA DaVita Inc.	DaVita Inc.	Sell	-41,300-5.8%	$44.55K	674,300
Q2 2016Jun 30, 2016	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Buy - Position Entry	+406,890	$93.03K	406,890
Q2 2016Jun 30, 2016	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Sell	-57,500-15.3%	$83.72K	317,500
Q2 2016Jun 30, 2016	DVA DaVita Inc.	DaVita Inc.	Sell	-134,400-15.8%	$55.33K	715,600
Q1 2016Mar 31, 2016	V Visa Inc.	Visa Inc.	Buy - Position Entry	+700,000	$53.54K	700,000
Q1 2016Mar 31, 2016	MCO Moody's Corporation	Moody's Corporation	Buy	+150,000+20.7%	$84.49K	875,000
Q1 2016Mar 31, 2016	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Buy	+40,757+12.2%	$82.63K	375,000
Q1 2016Mar 31, 2016	DVA DaVita Inc.	DaVita Inc.	Sell	-150,000-15.0%	$62.37K	850,000
Q4 2015Dec 31, 2015	DVA DaVita Inc.	DaVita Inc.	Buy	+250,000+33.3%	$69.71K	1,000,000
Q4 2015Dec 31, 2015	MCO Moody's Corporation	Moody's Corporation	Buy	+100,000+16.0%	$72.75K	725,000
Q4 2015Dec 31, 2015	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Buy	+9,243+2.8%	$76.36K	334,243
Q4 2015Dec 31, 2015	PGR Progressive Corporation (The)	Progressive Corporation (The)	Sell - Position Exit	-1,610,000-100.0%	$0.00	-
Q3 2015Sep 30, 2015	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Buy	+500,000+20.0%	$85.68K	3,000,000
Q3 2015Sep 30, 2015	MCO Moody's Corporation	Moody's Corporation	Buy	+250,000+66.7%	$61.38K	625,000
Q3 2015Sep 30, 2015	DVA DaVita Inc.	DaVita Inc.	Buy	+200,000+36.4%	$54.25K	750,000
Q3 2015Sep 30, 2015	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Buy	+50,000+18.2%	$69.03K	325,000
Q2 2015Jun 30, 2015	MCO Moody's Corporation	Moody's Corporation	Buy - Position Entry	+375,000	$40.48K	375,000

Page 7 of 8 • 224 total trades

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