13F-HR 1 form13f-hr.txt TRIPLE FROND PARTNERS 13F-HR 9-30-2009 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: 9/30/2009 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: 1000 Second Avenue, Suite 1200 Seattle, WA 98104 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. Persons 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 11/4/2009 --------------------------------- --------------------------------- ---------- [Signature] [City, State] [Date] 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 reporting manager(s).) List of Other Managers Reporting for this Manager: None. List of Other Included Managers: Provide a numbered list of the name(s) and 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. 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: 7 Form 13F Information Table Value Total: $ 174,833 -------------- (In Thousands)
FORM 13F INFORMATION TABLE COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 ------------------------ ----------------- --------- -------- ------------------ ---------- -------- --------------------- VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ------------------------ ----------------- --------- -------- --------- --- ---- ---------- -------- --------- ------ ---- FEDEX CORP. COM 31428X106 12,994 172,750 SH SOLE 1 172,750 0 0 LAMAR ADVERTISING CO CL A 512815101 14,504 528,578 SH SOLE 1 528,578 0 0 LIFE TIME FITNESS INC COM 53217R207 31,517 1,123,600 SH SOLE 1 1,123,600 0 0 MEDTRONIC INC COM 585055106 16,632 451,950 SH SOLE 1 451,950 0 0 PROGRESSIVE CORP COM 743315103 26,528 1,600,000 SH SOLE 1 1,600,000 0 0 WALGREEN CO COM 931422109 41,217 1,100,000 SH SOLE 1 1,100,000 0 0 ZENITH NATL INS CORP COM 989390109 31,441 1,017,500 SH SOLE 1 1,017,500 0 0 -------- 174,833