$1.27 Billion is the total value of Marble Arch Investments's 22 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VRX | VALEANT PHARMACEUTICALS INTL | $158,138,000 | +12.5% | 1,347,000 | 0.0% | 12.41% | +8.4% | |
CFX | COLFAX CORP | $61,461,000 | +12.7% | 965,000 | 0.0% | 4.82% | +8.6% | |
CRI | CARTER INC | $58,222,000 | -5.4% | 811,000 | 0.0% | 4.57% | -8.9% | |
LBTYK | LIBERTY GLOBAL PLC | $44,858,000 | +11.8% | 532,000 | 0.0% | 3.52% | +7.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-02-14
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
TRANSDIGM GROUP INC | 21 | Q2 2018 | 10.1% |
FLEETCOR TECHNOLOGIES INC | 16 | Q1 2017 | 11.9% |
SPIRIT AEROSYSTEMS HLDGS INC | 14 | Q2 2018 | 10.8% |
CHARTER COMMUNICATIONS INC D | 12 | Q1 2016 | 9.8% |
VALEANT PHARMACEUTICALS INTL | 11 | Q4 2015 | 20.5% |
SERVICEMASTER GLOBAL HLDGS I | 11 | Q2 2018 | 10.2% |
CDK GLOBAL INC | 11 | Q3 2017 | 6.4% |
ARMSTRONG WORLD INDS INC NEW | 11 | Q2 2018 | 6.0% |
WILLIS TOWERS WATSON PUB LTD | 10 | Q2 2018 | 16.2% |
PAYPAL HLDGS INC | 10 | Q1 2018 | 8.1% |
View Marble Arch Investments's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2018-08-14 |
13F-HR | 2018-05-15 |
13F-HR | 2018-02-14 |
13F-HR | 2017-11-14 |
13F-HR | 2017-08-14 |
13F-HR | 2017-05-15 |
13F-HR | 2017-02-14 |
13F-HR | 2016-11-14 |
13F-HR | 2016-08-15 |
13F-HR | 2016-05-16 |
View Marble Arch Investments's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.