13F-HR filed by Marble Arch Investments, LP
Marble Arch Investments, LP filed this 13F-HR for the quarter ended 2017-09-30, filed 2017-11-14, with 21 holding rows worth $1,506,533,000.
- Accession
- 0001315863-17-000867
- Filer
- CIK 1427112
- Filed
- 2017-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2017
A holdings report, 21 entries on the cover page, a total value of $1,506,533,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,506,533,000 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SERVICEMASTER GLOBAL HOLDING | 81761R109 | COMMON STOCK | 3,063,000 | $143,134,000 | thousands by filing date | |
| CHARTER COMMUNICATIONS INC N | 16119P108 | COM | 389,600 | $141,588,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 1,105,500 | $116,343,000 | thousands by filing date | |
| Applied Materials,Inc. | 038222105 | COM | 2,108,500 | $109,832,000 | thousands by filing date | |
| WILLIS TOWERS WATSON PLC LTD SHS | G96629103 | Stock | 682,300 | $105,231,000 | thousands by filing date | |
| SPIRIT AEROSYSTEMS HLDGS INC | 848574109 | COM CL A | 1,353,500 | $105,194,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 1,314,900 | $97,947,000 | thousands by filing date | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 1,397,000 | $89,450,000 | thousands by filing date | |
| ARMSTRONG WORLD INDS INC NEW | 04247X102 | COM | 1,563,000 | $80,104,000 | thousands by filing date | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 340,000 | $73,226,000 | thousands by filing date | |
| LIBERTY MEDIA CORP DEL | 531229854 | COM SER C FRMLA | 1,784,300 | $67,964,000 | thousands by filing date | |
| CDK GLOBAL INC | 12508E101 | COM | 997,000 | $62,901,000 | thousands by filing date | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 244,000 | $62,379,000 | thousands by filing date | |
| Comcast Corp | 20030N101 | COM | 1,517,000 | $58,374,000 | thousands by filing date | |
| AERCAP HOLDINGS NV SHS | N00985106 | Stock | 1,017,000 | $51,979,000 | thousands by filing date | |
| ZAYO GROUP HLDGS INC COM | 98919V105 | Stock | 1,229,000 | $42,302,000 | thousands by filing date | |
| Salesforce.com, Inc | 79466L302 | COM | 447,200 | $41,777,000 | thousands by filing date | |
| ServiceNow,Inc. | 81762P102 | COM | 178,000 | $20,920,000 | thousands by filing date | |
| WABTEC COM | 929740108 | Stock | 269,200 | $20,392,000 | thousands by filing date | |
| APPLIED OPTOELECTRONICS INC | 03823U102 | COM | 175,800 | $11,369,000 | thousands by filing date | |
| FRONTIER COMMUNICATIONS CORP | 35906A306 | COM NEW | 350,000 | $4,127,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001315863-17-000867 | this filing | 2017-11-14 | acceptance time not in the bulk data set |