Triple Frond Partners – Largest Buy Additions (2025 Q4)
A detailed view of the stocks most significantly increased by Triple Frond Partners during the 2025 Q4 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| TDG | 103,894 | $1329.85 | Increased | 82.39% | 14.36% | $138.16M | 2025 Q4 |
| TRU | 551,153 | $85.75 | Increased | 28.04% | 4.91% | $47.26M | 2025 Q4 |
| CCC | 4,805,036 | $7.95 | Increased | 31.12% | 3.97% | $38.2M | 2025 Q4 |
| LYV | 255,858 | $142.5 | Buy | 100.00% | 3.79% | $36.46M | 2025 Q4 |
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