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  Diageo plc (DEO)
← All DEO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2012   Q1 0 0.00 Sell 100.00% 10.69 $84.44–98.30 · VW $92.32i SEC
2011   Q4 295,000 10.69 $87.42 $25,789,000 SEC
2011   Q3 295,000 9.23 $75.93 $22,399,000 SEC
2011   Q2 295,000 8.64 $81.87 $24,152,000 SEC
2011   Q1 295,000 8.29 $76.22 $22,485,000 SEC
2010   Q4 295,000 8.98 $74.33 $21,927,000 SEC
2010   Q3 295,000 7.76 $69.01 $20,358,000 SEC
2010   Q2 295,000 7.48 Add 103.45% 3.80 $55.90–71.99 · VW $64.31i $18,508,000 SEC
2010   Q1 145,000 4.98 Buy 4.98 $62.30–70.96 · VW $66.79i $9,780,000 SEC
Price snapshot:
Current price$82.50
52-week low$71.73
52-week high$112.30