Stuart Mclaughlin – Triple Frond Partners Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Triple Frond Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 13, 2025. 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 Q2 2025, the filing reported:
New Buys – None reported
Reductions – Transdigm Group Incorporated (TDG)
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.
Triple Frond Partners Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q4 2016Dec 31, 2016 | MA Mastercard Incorporated | Buy - Position Entry | +186,000 |
Q4 2016Dec 31, 2016 | MCO Moody's Corporation | Buy | +105,075+11.3% |
Q4 2016Dec 31, 2016 | TDG Transdigm Group Incorporated | Buy | +46,148+16.3% |
Q4 2016Dec 31, 2016 | CHTR Charter Communications, Inc. | Sell | -82,336-20.2% |
Q4 2016Dec 31, 2016 | V Visa Inc. | Sell | -192,400-27.8% |
Q4 2016Dec 31, 2016 | DVA DaVita Inc. | Sell - Position Exit | -674,300-100.0% |
Q4 2016Dec 31, 2016 | SCHW Charles Schwab Corporation (The | Sell | -950,000-29.6% |
Q3 2016Sep 30, 2016 | SCHW Charles Schwab Corporation (The | Buy | +205,000+6.8% |
Q3 2016Sep 30, 2016 | MCO Moody's Corporation | Buy | +54,000+6.2% |
Q3 2016Sep 30, 2016 | V Visa Inc. | Sell | -7,600-1.1% |
Q3 2016Sep 30, 2016 | TDG Transdigm Group Incorporated | Sell | -34,500-10.9% |
Q3 2016Sep 30, 2016 | DVA DaVita Inc. | Sell | -41,300-5.8% |
Q2 2016Jun 30, 2016 | CHTR Charter Communications, Inc. | Buy - Position Entry | +406,890 |
Q2 2016Jun 30, 2016 | TDG Transdigm Group Incorporated | Sell | -57,500-15.3% |
Q2 2016Jun 30, 2016 | DVA DaVita Inc. | Sell | -134,400-15.8% |
Q1 2016Mar 31, 2016 | V Visa Inc. | Buy - Position Entry | +700,000 |
Q1 2016Mar 31, 2016 | MCO Moody's Corporation | Buy | +150,000+20.7% |
Q1 2016Mar 31, 2016 | TDG Transdigm Group Incorporated | Buy | +40,757+12.2% |
Q1 2016Mar 31, 2016 | DVA DaVita Inc. | Sell | -150,000-15.0% |
Q4 2015Dec 31, 2015 | DVA DaVita Inc. | Buy | +250,000+33.3% |
Q4 2015Dec 31, 2015 | MCO Moody's Corporation | Buy | +100,000+16.0% |
Q4 2015Dec 31, 2015 | TDG Transdigm Group Incorporated | Buy | +9,243+2.8% |
Q4 2015Dec 31, 2015 | PGR Progressive Corporation (The) | Sell - Position Exit | -1,610,000-100.0% |
Q3 2015Sep 30, 2015 | SCHW Charles Schwab Corporation (The | Buy | +500,000+20.0% |
Q3 2015Sep 30, 2015 | MCO Moody's Corporation | Buy | +250,000+66.7% |
Q3 2015Sep 30, 2015 | DVA DaVita Inc. | Buy | +200,000+36.4% |
Q3 2015Sep 30, 2015 | TDG Transdigm Group Incorporated | Buy | +50,000+18.2% |
Q2 2015Jun 30, 2015 | MCO Moody's Corporation | Buy - Position Entry | +375,000 |
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% |