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  Verisk Analytics, Inc. (VRSK)
← All VRSK superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2019   Q2 0 0.00 Sell 100.00% 1.61 $132.72–147.94 · VW $141.56i SEC
2019   Q1 104,718 1.61 Reduce 71.89% 3.57 $104.92–133.39 · VW $122.87i $13,928,000 SEC
2018   Q4 372,485 4.97 Reduce 3.91% 0.19 $102.74–125.99 · VW $117.09i $40,616,000 SEC
2018   Q3 387,627 4.86 $120.55 $46,728,000 SEC
2018   Q2 387,627 4.40 Buy 4.40 $95.21–110.32 · VW $105.28i $41,724,000 SEC
Price snapshot:
Current price$193.73
52-week low$155.52
52-week high$303.69