Stuart Mclaughlin - Triple Frond Partners Portfolio

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

Triple Frond Partners Activity

DateSymbolTypeQuantity
Q1 2015Mar 31, 2015
TDG
Transdigm Group Incorporated
Buy - Position Entry
+275,000
Q1 2015Mar 31, 2015
CCL
Carnival Corporation
Sell - Position Exit
-750,000-100.0%
Q4 2014Dec 31, 2014
DVA
DaVita Inc.
Buy - Position Entry
+550,000
Q4 2014Dec 31, 2014
SCHW
Charles Schwab Corporation (The
Buy
+250,000+11.1%
Q4 2014Dec 31, 2014
CCL
Carnival Corporation
Sell
-250,000-25.0%
Q4 2014Dec 31, 2014
MCD
McDonald's Corporation
Sell - Position Exit
-300,000-100.0%
Q2 2014Jun 30, 2014
MCD
McDonald's Corporation
Buy - Position Entry
+300,000
Q1 2014Mar 31, 2014
PGR
Progressive Corporation (The)
Buy
+1,010,000+168.3%
Q4 2013Dec 31, 2013
CCL
Carnival Corporation
Sell
-391,435-28.1%
Q3 2013Sep 30, 2013
PGR
Progressive Corporation (The)
Sell
-400,000-40.0%
Q3 2013Sep 30, 2013
SCHW
Charles Schwab Corporation (The
Sell
-727,160-24.4%
Q2 2013Jun 30, 2013
SCHW
Charles Schwab Corporation (The
Buy - Position Entry
+2,977,160
Q2 2013Jun 30, 2013
CCL
Carnival Corporation
Buy - Position Entry
+1,391,435
Q2 2013Jun 30, 2013
PGR
Progressive Corporation (The)
Buy - Position Entry
+1,000,000
Page 8 of 8224 total trades