$1.51 Billion is the total value of Marble Arch Investments's 21 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPR | New | SPIRIT AEROSYSTEMS HLDGS INC | $105,194,000 | – | 1,353,500 | +100.0% | 6.98% | – |
| ORLY | New | O REILLY AUTOMOTIVE INC NEW | $73,226,000 | – | 340,000 | +100.0% | 4.86% | – |
| ZAYO | New | ZAYO GROUP HLDGS INC | $42,302,000 | – | 1,229,000 | +100.0% | 2.81% | – |
| NOW | New | SERVICENOW INC | $20,920,000 | – | 178,000 | +100.0% | 1.39% | – |
| WAB | New | WABTEC CORP | $20,392,000 | – | 269,200 | +100.0% | 1.35% | – |
| AAOI | New | APPLIED OPTOELECTRONICS INC | $11,369,000 | – | 175,800 | +100.0% | 0.76% | – |
| FTRCQ | New | FRONTIER COMMUNICATIONS CORP | $4,127,000 | – | 350,000 | +100.0% | 0.27% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-11-14
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.