Boykin Curry - Triple Frond Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    12
Portfolio value:    $962,895,000
Holdings Activity Buys Sells    History
Holding/activity history for  Hcc Ins Hldgs Inc (HCZ)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2014   Q3 0 0.00 Sell 100.00% 16.23 SEC
2014   Q2 670,000 16.23 $48.94 $32,790,000 SEC
2014   Q1 670,000 14.19 $45.49 $30,478,000 SEC
2013   Q4 670,000 10.30 Reduce 14.28% 1.49 $46.14 $30,914,000 SEC
2013   Q3 781,600 10.44 Reduce 2.30% 0.22 $43.82 $34,250,000 SEC
2013   Q2 800,000 9.66 Reduce 30.43% 4.24 $43.11 $34,488,000 SEC
2013   Q1 1,150,000 13.94 Reduce 14.46% 2.04 $42.03 $48,335,000 SEC
2012   Q4 1,344,469 14.12 $37.21 $50,028,000 SEC
2012   Q3 1,344,469 13.49 $33.89 $45,564,000 SEC
2012   Q2 1,344,469 13.31 $31.40 $42,216,000 SEC
2012   Q1 1,344,469 13.68 Reduce 1.14% 0.18 $31.17 $41,907,000 SEC
2011   Q4 1,360,000 15.51 Add 17.22% 2.28 $27.50 $37,400,000 SEC
2011   Q3 1,160,180 12.93 Add 42.32% 3.85 $27.05 $31,383,000 SEC
2011   Q2 815,180 9.18 $31.50 $25,678,000 SEC
2011   Q1 815,180 9.41 $31.31 $25,523,000 SEC
2010   Q4 815,180 11.10 Add 1.90% 0.21 $28.94 $23,591,000 SEC
2010   Q3 800,000 7.96 Add 6.67% 0.50 $26.09 $20,872,000 SEC
2010   Q2 750,000 7.51 Buy 7.51 $24.76 $18,570,000 SEC