Skip to content

13F-HR filed by Marble Arch Investments, LP

Marble Arch Investments, LP filed this 13F-HR for the quarter ended 2017-06-30, filed 2017-08-14, with 18 holding rows worth $1,425,112,000.

Accession
0001315863-17-000666
Filed
2017-08-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2017

A holdings report, 18 entries on the cover page, a total value of $1,425,112,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,425,112,000 with VALUE read as thousands by filing date, 13F file number 028-12924. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
CHARTER COMMUNICATIONS INC N16119P108COM484,700$163,271,000thousands by filing date
SERVICEMASTER GLOBAL HOLDING81761R109COMMON STOCK3,564,400$139,689,000thousands by filing date
Visa Inc92826C839COM1,210,200$113,493,000thousands by filing date
WILLIS TOWERS WATSON PLC LTD SHSG96629103Stock764,500$111,204,000thousands by filing date
ADVANCE AUTO PARTS INC00751Y106COM936,200$109,152,000thousands by filing date
Microsoft Corp594918104COM1,457,400$100,459,000thousands by filing date
TRANSDIGM GROUP INC COM893641100Stock342,000$91,954,000thousands by filing date
PAYPALHLDGSINC70450Y103STOK1,688,700$90,633,000thousands by filing date
Applied Materials,Inc.038222105COM2,108,500$87,102,000thousands by filing date
ARMSTRONG WORLD INDS INC NEW04247X102COM1,750,000$80,500,000thousands by filing date
LIBERTY MEDIA CORP DEL531229854COM SER C FRMLA2,000,000$73,240,000thousands by filing date
Comcast Corp20030N101COM1,798,000$69,978,000thousands by filing date
CDK GLOBAL INC12508E101COM937,000$58,150,000thousands by filing date
AERCAP HOLDINGS NV SHSN00985106Stock1,017,000$47,219,000thousands by filing date
ACADIA HEALTHCARE COMPANY INC COM00404A109Stock551,439$27,230,000thousands by filing date
Salesforce.com, Inc79466L302COM248,000$21,477,000thousands by filing date
OPTIMUM COMMUNICATIONS INC02156K103CL A650,000$20,995,000thousands by filing date
ACACIA COMMUNICATIONS INC00401C108COM467,000$19,366,000thousands by filing date

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001315863-17-000666this filing2017-08-14acceptance time not in the bulk data set