Marble Arch Investments, LP

13F Portfolio Filings

Latest 13F report
Q2 2018 - Aug 14, 2018
Value $
$82.3M
Signature - Title
Robert Scott McLellan - Manager of Marble Arch Investments GP, LLC
Location
645 Madison Avenue, 17 Th Floor, New York, NY
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2018 17 $82.3M +$4.48M -$1.02B -$1.02B GOOGL, MSFT, TDG, V, META 13F-HR 8/14/2018, 04:03 PM
Q1 2018 22 $1.29B +$298M -$211M +$87.1M DHI, V, AMAT, MSFT, SPR 13F-HR 5/15/2018, 04:02 PM
Q4 2017 21 $1.3B +$266M -$278M -$12M V, SPR, SERV, AMAT, CHTR 13F-HR 2/14/2018, 04:59 PM
Q3 2017 21 $1.51B +$300M -$165M +$135M SERV, CHTR, V, AMAT, WTW 13F-HR 11/14/2017, 03:09 PM
Q2 2017 18 $1.43B +$351M -$162M +$190M CHTR, SERV, V, WTW, AAP 13F-HR 8/14/2017, 04:17 PM
Q1 2017 18 $1.61B +$361M -$224M +$136M CHTR, SERV, AAP, WTW, SPR 13F-HR 5/15/2017, 04:23 PM
Q4 2016 14 $1.4B +$34.5M -$71.6M -$37.1M CHTR, SPR, WTW, SERV, AAP 13F-HR 2/14/2017, 03:19 PM
Q3 2016 15 $1.49B +$169M -$113M +$56.4M CHTR, WTW, SPR, AAP, PYPL 13F-HR 11/14/2016, 03:11 PM
Q2 2016 15 $1.38B +$405M -$152M +$253M WTW, CHTR, SPR, SERV, FLT 13F-HR 8/15/2016, 04:02 PM
Q1 2016 18 $1.41B +$489M -$32.2M +$456M WTW, CHTRXXXX, FLT, SPR, AER 13F-HR 5/16/2016, 04:10 PM
Q4 2015 20 $1.48B +$448M -$27.1M +$421M TW, CHTRXXXX, AER, FLT, SPR 13F-HR 2/16/2016, 03:10 PM
Q3 2015 19 $1.3B +$400M -$29.4M +$371M VRX, TW, SPR, FLT, AER 13F-HR 11/12/2015, 07:21 AM
Q2 2015 14 $1.16B +$175M +$175M VRX, AZPNXXXX, FLT, SPR, CHTRXXXX 13F-HR 8/14/2015, 04:11 PM
Q1 2015 15 $1.12B +$328M -$3.48M +$324M VRX, FLT, AZPNXXXX, CHTRXXXX, AMAT 13F-HR 5/15/2015, 04:13 PM
Q4 2014 16 $1.04B +$259M -$2.97M +$256M VRX, FLT, AMAT, CDW, CHTRXXXX 13F-HR 2/17/2015, 03:01 PM
Q3 2014 21 $1.2B +$200M -$104M +$95.8M VRX, FLT, CHTRXXXX, CDW, NLSN 13F-HR 11/14/2014, 03:57 PM
Q2 2014 21 $1.35B +$287M -$143M +$144M VRX, FLT, CHTRXXXX, CDW, DISCK 13F-HR 8/14/2014, 04:09 PM
Q1 2014 21 $1.29B +$294M -$33.6M +$260M VRX, FLT, CBRE, ENDPQ, GRA 13F-HR 5/15/2014, 04:37 PM
Q4 2013 22 $1.27B VRX, FLT, AIG, GRA, DISCK 13F-HR 2/14/2014, 03:19 PM