13F-HR 1 d470714d13fhr.txt FORM 13F-HR UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: 12/31/2012 Check here if Amendment [_]; Amendment Number: _____ This Amendment (Check only one.): [_] is a restatement. [_] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Triple Frond Partners LLC Address: 1301 Second Avenue, Suite 2850 Seattle, WA 98101 Form 13F File Number: 28-13331 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Charles F. Pollnow IV Title: Manager of Triple Frond Partners LLC Phone: 206-332-1215 Signature, Place, and Date of Signing: /s/ Charles F. Pollnow IV Seattle, WA January 18, 2013 ------------------------------------ ----------------- --------------------- Charles F. Pollnow IV Manager of Triple Frond Partners LLC Report Type (Check only one.): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [_] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [_] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other manager(s).) List of Other Managers Reporting for this Manager: None. List of Other Included Managers: No. Form 13F File Number Name --- -------------------- ------------------------------ 1 28-13332 Hawk Hill Capital Partners, LP FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 1 ----------- Form 13F Information Table Entry Total: 9 ----------- Form 13F Information Table Value Total: 354,244 ----------- (thousands) 2- FORM 13F INFORMATION TABLE
TITLE OF VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ---------------------------- ---------- ----------- -------- --------- --- ---- ---------- -------- --------- -------- ------ CARNIVAL CORPORATION PAIRED CTF 143658 30 0 36,455 991,435 SH SOLE 1 991,435 COCA COLA ENTERPRISES INC COM 19122T 10 9 33,375 1,051,849 SH SOLE 1 1,051,849 CRH P L C ADR 12626K 20 3 11,461 563,456 SH SOLE 1 563,456 HCC INS HLDGS INC COM 404132 10 2 50,028 1,344,469 SH SOLE 1 1,344,469 PROGRESSIVE CORP OHIO COM 743315 10 3 39,111 1,853,587 SH SOLE 1 1,853,587 RENAISSANCERE HOLDING LTD COM G7496G 10 3 34,543 425,089 SH SOLE 1 425,089 RYANAIR HOLDINGS PLC SPON ADR 783513 10 4 27,733 809,000 SH SOLE 1 809,000 SCHWAB CHARLES CORP COM 808513 10 5 42,752 2,977,160 SH SOLE 1 2,977,160 TIME WARNER CABLE INC COM 88732J 20 7 78,786 810,635 SH SOLE 1 810,635 354,244 --------