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  CCC Intelligent Solutions Holdings Inc. (CCC)
← All CCC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 5,413,036 3.37 Add 12.65% 0.38 $4.80–8.68 · VW $6.28i $32,478,000 SEC
2025   Q4 4,805,036 3.97 Add 31.12% 0.94 $6.96–9.55 · VW $7.99i $38,200,000 SEC
2025   Q3 3,664,500 3.64 Add 16.11% 0.51 $8.96–10.50 · VW $9.69i $33,384,000 SEC
2025   Q2 3,156,000 3.36 Add 30.68% 0.79 $8.14–9.83 · VW $8.97i $29,698,000 SEC
2025   Q1 2,415,000 2.95 Buy 2.95 $8.24–11.73 · VW $9.84i $21,807,000 SEC
Price snapshot:
Current price$6.23
Avg. buy price$8.52
+/- since buy-26.89%
52-week low$4.08
52-week high$10.50